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Current Account Rm
4 weeks ago
Relationship managers must understand the investment and banking industry to ensure they are following the bank policies while tracking the primary risks that customers and clients want to avoid.
They also handle customer issues with investment offerings, loans, and accounts. These issues require the manager to know the banking products and services in depth. They must also know the competitors' services and the loopholes in those services. The bank relationship manager is also responsible for conducting managerial duties.
You may pursue a banking certification or a course in finance management to develop a deeper understanding of financial concepts.
**Key Responsibilities of a Relationship Manager**
Here are the main responsibilities of a relationship manager in a bank:
- Maintain a strong relationship with the clients and build trust among them.
- Discuss the primary financial goals of clients and help them achieve these goals.
- Manage clients' investment portfolios to provide them with guaranteed financial success.
- Conduct risk assessments on the investment options and report them to the client.
- Follow stringent banking protocols and policies.
- Develop presentations for clients and help them understand how the bank can help them.
- Update the customers and clients on their portfolio success and activity.
**Salary**: ₹500,000.00 - ₹800,000.00 per year
Schedule:
- Day shift
- Fixed shift
- Monday to Friday
Ability to commute/relocate:
- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Master's (preferred)
**Experience**:
- Wallet Industry: 3 years (preferred)
- Banking: 8 years (preferred)
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