Banking Product Specialist

2 weeks ago


Mumbai Maharashtra Pune Maharashtra, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 14,00,000
Job Title: Client Relationship Manager for Banking Products

About the Job
We are seeking an experienced and skilled Client Relationship Manager to manage relationships with corporate clients. The ideal candidate will have a strong understanding of banking products and services, excellent communication skills, and be able to work effectively in a virtual environment.

Responsibilities
- Manage client relationships through virtual engagements
- Provide personalized financial advice and solutions
- Identify opportunities to cross-sell banking products and services
- Respond promptly to client inquiries providing exceptional customer service
- Collaborate with internal departments to ensure holistic client service
- Track and achieve sales targets and business objectives

Qualifications
- Bachelor's degree in Finance or related field
- Proven experience in relationship management or banking product sales role
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work effectively in a virtual environment
- Customer-focused mindset with strong problem-solving abilities

Skills Required
- Good communication skills
- Cross-selling of banking products
- Salesforce Virtual Sales
- Good English Communication
- MS Office
- Customer Relationship Management (CRM)
- Financial Advisory
- Negotiation
- Time Management
- Problem-solving
- Branch Service Partner

Expected Candidate Profile
- Age: 21-28 years
- Education: Graduation or Post-Graduation preferred
- Past Experience: 1-6 years of work experience in Banking or Financial Services Organizations
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