Relationship Manager

Job Description

Responsibilities:

• Establish and preserve solid bonds with both current and prospective wealthy customers.

• To understand their financial objectives and offer tailored solutions, hold frequent client meetings.

• Evaluate the financial portfolios of clients and provide suitable investment and banking products.

• To provide wise counsel, keep abreast of economic and market developments.

• To take advantage of business referral opportunities, raise awareness of new goods and services and determine client needs.

• Working together with support staff and other team members to offer customers goods and services

• Determine where banking goods and services can be upsold and cross-marketed.

• By actively engaging with clients, meet the bank’s sales goals.

• Work together with internal groups to provide a smooth banking experience.

Candidates Requirements:

– Graduation is mandatory

– Minimum 2 years of experience in sales or marketing

– CTC: up to 3.50 LPA + Incentives + Other Benefits

Contact Details:

Shrutam P | HR Team

Phone: +91 7021418037