
Financial Services Relationship Manager
6 days ago
About this role
We are seeking an experienced professional to manage a portfolio of clients and provide them with expert financial advice and services.
Key Responsibilities:
- Act as the primary point of contact for clients, understanding their banking and investment needs.
- Provide expert inputs on a wide range of financial products including deposits, mutual funds, insurance and investment options.
- Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
- Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
- Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
- Participate in client acquisition drives, events, and outreach programs as needed.
Qualifications:
- Bachelor's degree
- A minimum 2 years of experience in banking, wealth management or financial services.
- Strong knowledge of financial products relevant to clients.
- Excellent client engagement and customer service skills.
- Strong interpersonal and communication skills.
Required Skills:
- Knowledge of financial regulations and products
- Client engagement and relationship management
- Customer interaction and communication
We offer a competitive salary package, learning opportunities, career progression plan, and a work-life integrated culture. If you are passionate about delivering exceptional client service and have a strong background in financial services, we encourage you to apply.
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