Job opening for Relationship manager

Job opening for Relationship manager

1 Nos.
79120
Full Time
2.0 Year(s) To 6.0 Year(s)
3.00 LPA TO 3.60 LPA
Accounts / Finance / Tax / CS / Audit
Account/Finance/Tax consulting
Any - Any Graduation
Job Description:

Position Title: Relationship Manager (Banking Sector)

 

Position Overview: As a Relationship Manager in the banking sector, you will be responsible for managing and enhancing relationships with clients, providing them with financial advice, and promoting banking products and services to meet their needs. This role requires excellent interpersonal skills, financial knowledge, and a focus on delivering exceptional customer service.

 

Key Responsibilities:

  1. Build and maintain strong relationships with clients by understanding their financial goals and needs.
  2. Provide personalized financial advice and solutions to clients based on their individual circumstances and objectives.
  3. Actively promote and sell banking products and services such as savings accounts, loans, credit cards, investment products, and insurance.
  4. Identify opportunities to cross-sell and upsell banking products to existing clients.
  5. Conduct regular reviews of clients' financial portfolios and recommend adjustments as needed.
  6. Maintain accurate records of client interactions, transactions, and communications in the bank's systems.
Company Profile

Established in 2014, our client is one the established financial consultancy company, providing Debt Syndication and Corporate Advisory services to various SME's, Mid Corporate and Large Corporate Companies.

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