Building Strong Client Relationships

5 days ago


Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

We are seeking a skilled Relationship Manager to join our team at Anlage Infotech India Pvt. Ltd.

About the Role

As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our NRI clients, understanding their banking and investment needs, and providing expert advice on a range of financial products.

  • You will act as the primary point of contact for a portfolio of NRI clients, fostering engagement and loyalty through proactive communication.
  • You will identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • You will collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
Responsibilities

Your key responsibilities will include:

  • Client acquisition and relationship management
  • Financial product knowledge and advice
  • Excellent client engagement and customer service skills
  • Strong interpersonal and communication skills
Qualifications

To be successful in this role, you will need:

  • Bachelor's degree
  • Minimum 2 years of experience in NRI banking, wealth management or financial services
  • Strong knowledge of financial products relevant to NRI clients

This is an exciting opportunity to work with a leading stock broking company and build a rewarding career in the financial services industry.



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