Banking Relationship Strategist

1 day ago

Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

Job Overview:

As a Banking Relationship Manager, you will play a vital role in managing the banking and investments relationships of high net worth individuals (HNIs) and driving business growth from this segment.

  • Key Responsibilities
  • Develop and maintain strong customer relationships by delivering exceptional service and meeting/exceeding client expectations.
  • Identify and nurture existing and potential relationships with revenue-generating potential and grow business through incremental sales.
  • Meet sales targets across various product lines, including liabilities, retail assets, business banking, forex, cards, and investments.
  • Proactively sell a range of consumer and commercial products to current and potential HNI clients.
  • Increase cash and savings account balances in assigned portfolios through deepening and acquisition strategies.
  • Enhance product and channel penetration to deepen mapped relationships and increase wallet share through effective customer engagement.
  • Maintain portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
  • Serve as the primary point of contact for clients and ensure their satisfaction with service and sales.

Requirements and Qualifications:

To succeed in this role, you should have:

  • A strong understanding of banking and investments products and services.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with HNIs and other key stakeholders.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet sales targets.

Benefits and Growth Opportunities:

This role offers a competitive salary, comprehensive benefits package, and opportunities for career growth and development.

What We Offer:

We offer a dynamic work environment, collaborative team, and opportunities for professional growth and development.

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