Portfolio Relationship Manager

2 weeks ago


Navi Mumbai Mumbai Mumbai City, India beBeeClientRelationship Full time ₹ 5,00,000 - ₹ 20,00,000

Job Role Overview

  • Our ideal candidate will be responsible for building and managing a portfolio of clients through strong relationship management.

Key Responsibilities:

  • Develop and execute strategies to acquire new clients and deepen existing relationships.
  • Cross-sell a range of retail banking products, including savings accounts, credit cards, and investment services.
  • Drive revenue growth through product penetration and fee income generation.
  • Ensure seamless customer onboarding and adoption of digital channels.

Required Skills and Qualifications:

  • Graduate degree with a focus on commerce or a related field.
  • Relevant certifications in finance and insurance (AMFI and IRDA).
  • Proven experience in retail banking and client relationship management.
  • Excellent communication and interpersonal skills.

Benefits:

  • Opportunity to work with a dynamic team and contribute to business growth.
  • Chance to develop and enhance skills in relationship management and sales.
  • Competitive compensation and benefits package.


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