Senior Client Relationship Manager

4 days ago

Thāne, Maharashtra, India beBeeRelationship Full time ₹ 12,69,000 - ₹ 25,53,000

As a Senior Client Relationship Manager, you will play a pivotal role in building and maintaining long-term relationships with high net worth clients. Your primary responsibility will be to provide exceptional customer service, ensuring that our clients receive personalized solutions to meet their financial needs.

The ideal candidate will possess excellent communication skills, both written and verbal, as well as strong interpersonal skills. They will also have in-depth knowledge of NR products and processes, including mandatory certifications from NISM and IRDA. Numerical-analytical skills and the ability to work effectively in a global time zone are also essential.

Key Responsibilities:
  • Build and nurture personal relationships with affluent NR clients through in-depth profiling and identifying opportunities for growth.
  • Generate business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
  • Aquire new affluent clients and increase the customer base.
  • Work closely with other businesses to provide seamless access to NR products.
  • Navigate technical challenges to enhance client experience and ensure adherence to all bank and regulatory processes.
Requirements:
  • Strong communication skills (written and verbal) and interpersonal skills.
  • In-depth NR product & process knowledge with mandatory NISM & IRDA certification.
  • Strong numerical-analytical skills and communication skills.
  • Experience in building and maintaining affluent customer relationships.
  • Open to working in a global time zone.

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