Account Relationship Strategist

5 days ago


Ahmedabad, Gujarat, India beBeeAccountRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

**Job Title:** Account Relationship Strategist

As an Account Relationship Strategist, you will play a vital role in building and maintaining strong relationships with our retail banking customers.

Key Responsibilities:

  • Develop and execute tailored strategies to meet customer needs and preferences
  • Utilize your knowledge of banking products and services to recommend suitable solutions
  • Cross-sell loans, credit cards, deposits, and other banking products to enhance customer portfolios
  • Provide exceptional account opening, transaction, and query resolution services to customers
  • Meet or exceed sales targets while delivering outstanding customer service
  • Monitor customer portfolios and follow up on renewal or upgrade opportunities
  • Collaborate with internal teams to ensure seamless customer service experiences

Requirements:

  • Experience in retail banking or financial services is essential
  • Strong understanding of banking products and services is necessary
  • Excellent communication and interpersonal skills are required
  • Able to meet sales targets and deliver superior customer service
  • Bachelor's degree in Business, Finance, or a related field is preferred

**Soft Skills:**

  • Customer-focused and approachable demeanor
  • Strong problem-solving abilities
  • Good organization and time management skills
  • Positive attitude and ability to work under pressure


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