Senior Financial Services Professional

7 days ago


Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000
**Job Overview**As a Trade and Wealth Relationship Manager, you will be responsible for acquiring high-value relationships with current account holders and increasing customer-to-group and product-to-group ratios by identifying opportunities across client portfolios.**Responsibilities**We are seeking an experienced professional to fill this role who can drive revenue growth and generate fee income from trade forex, retail banking, and business banking relationships.
  •     Drive CA value growth and generate fee income from trade forex, retail banking, and business banking relationships
  •     Cross-sell wealth management products including mutual funds, life insurance, general insurance, credit cards, lockers, and Y-SEC
  •     Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition
**Requirements**This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
  •     Demonstrate a thorough understanding of transactional and commercial banking products
  •     Offer tailored solutions such as trade forex, CMS, POS, payment gateway solutions, doorstep banking, working capital loans, OPDT, and family SA
  •     Collaborate effectively in a cross-functional environment to meet shared business goals
**Benefits**This is an exciting opportunity to work with a leading financial institution and contribute to its success.

Key Skills:

Relationship Management, Client Acquisition, Revenue Growth, Cross-Selling, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Transactional Banking, Commercial Banking, Product Solutions, Collaboration, Business Development.



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