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1 week ago
We are seeking a skilled and experienced Relationship Manager to fill this role. The successful candidate will be responsible for managing client relationships, understanding their banking and investment needs, and providing expert advice on various financial products.
- Act as the primary point of contact for a portfolio of clients
- Provide insights on financial products including accounts, deposits, mutual funds, insurance, and investment options
- Maintain proactive communication with clients through calls, emails, and virtual meetings
- 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
Requirements:
- Bachelor's degree in a relevant field
- 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
Benefits:
- Career progression aligned with company goals
- An opportunity to work closely with management and gain valuable industry insights
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