Strategic Business Partner

4 days ago

Surat, Gujarat, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 7,20,000
Relationship Manager Job Description

We are seeking a skilled Relationship Manager to join our team.

The ideal candidate will have a strong background in NRI banking, wealth management or financial services with a minimum of 1.5 years of experience.

Main Responsibilities include acting as the primary point of contact for a portfolio of NRI clients understanding their banking and investment needs providing inputs on a wide range of financial products.

The successful candidate will also be responsible for maintaining proactive communication with clients through calls emails and virtual meetings to foster engagement and loyalty identifying opportunities for cross-selling and up-selling financial products based on client profiles and goals.

Collaboration with internal teams is essential to ensure seamless processing of client requests and resolution of issues.

The candidate will participate in NRI client acquisition drives events and outreach programs as needed.

To succeed in this role you should possess a bachelor's degree excellent client engagement and customer service skills strong interpersonal and communication skills knowledge of NRI financial regulations and products client engagement and relationship management skills.

We offer a competitive compensation package a learning collaborative and cordial environment work-life integrated culture career progression plan aligned with company goals an opportunity to directly interact with management and work under their mentorship and a chance to feel valued and appreciated for your contributions to the organization.

  • Competitive salary range ₹6,00,000 - ₹7,20,000 per annum
  • Learning collaborative and cordial environment
  • Work-life integrated culture
  • Career progression plan aligned with company goals
  • Opportunity to directly interact with management

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