Relationship Manager
4 weeks ago
Job Type : Full Time
Role : Experienced
Min Salary : 8 Lakh
Max Salary : 12 Lakh
Experience : 3 to 12 Yrs
Locality : Bangalore
Eligibility : Graduation
Company : Leading Private Bank
Category : Banking
(*Note: This is a requirement for one of the Waytogo Hiring Partners).
Role Description
This is a full-time on-site role for a Relationship Manager at Waytogo Consultants. The Relationship Manager will be responsible for maintaining and nurturing relationships with clients, understanding their needs and requirements, and providing solutions and support. The role will involve managing client accounts, coordinating with internal teams, and ensuring client satisfaction.
Provide financial solutions to the NRI customers while maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
Enrich relationships and garner higher wallet share through customer engagement activities
Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
Achieve targets as assigned by the organization on a monthly basis
Record and track all engagement activities through the CRM system
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Qualifications
Strong interpersonal and relationship-building skills
Excellent communication and presentation skills
Ability to understand and analyze client needs
Experience in client relationship management or sales
Knowledge of the Banking, Insurance, or Financial Services industry
Ability to work independently and in a team
Problem-solving and negotiation skills
Bachelor's degree in Business Administration or related field
About The Company
WAYTOGO Consultants Pvt Ltd is an organization providing Corporate Training and a wide suite of specialist services in Banking, Insurance, other financial services, Telecom, and Manufacturing. From executive search, selection, and specialist staffing to recruitment, consulting, and outsourcing, we offer comprehensive solutions to our clients.
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