Private Banking Relationship Manager

☞ Xperteez Technology

View: 97

Update day: 27-05-2024

Location: Guwahati Assam

Category: Finance / Bank / Stock Sales

Industry: Business Consulting Services

Position: Mid-Senior level

Job type: Full-time

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Job content

Job Description: Relationship Manager-Banking

SALARY 4 TO 7LPA

Position Overview:

As a Relationship Manager at our BFSI (Banking, Financial Services, and Insurance) firm, you’ll play a pivotal role in nurturing strong client relationships, understanding their financial aspirations, and offering tailored solutions. Your focus will be boosting customer satisfaction, retention, and revenue through effective relationship management.

Key Responsibilities:

Client Relationship Management:

  • Cultivate and sustain enduring relationships with clients.
  • Serve as the primary point of contact for addressing client inquiries and resolving issues promptly.
  • Comprehend clients’ financial goals and deliver personalized advice and solutions.

Portfolio Management:

  • Oversee a portfolio of clients to ensure their financial needs are met.
  • Regularly assess clients’ financial situations and provide recommendations for optimizing their portfolios.
  • Identify opportunities for cross-selling and upselling to enhance revenue streams.

Product Knowledge and Sales:

  • Keep abreast of our company’s products, services, and industry trends.
  • Offer suitable products and services aligned with the client’s financial objectives and risk appetite.
  • Meet sales targets and contribute to overall revenue growth.

Benefits:

  • Competitive salary with attractive performance-based bonuses.
  • Ongoing opportunities for professional development and career advancement.
  • Collaborative and supportive work culture fostering innovation and growth.
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Deadline: 11-07-2024

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