Financial Relationship Specialist

3 days ago


Delhi Gurgaon Gurugram Delhi NCR, India beBeeCustomerPortfolio Full time ₹ 5,00,000 - ₹ 20,00,000
Job Title:

Customer Portfolio Manager

About the Role:

We are seeking a customer-focused professional to manage and grow retail customer portfolios.

The ideal candidate will have excellent communication and customer service skills, strong knowledge of retail banking products and services, and sales and relationship management expertise.

Key Responsibilities:
  • Manage a portfolio of retail banking customers (liabilities and assets)
  • Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans
  • Drive customer engagement through regular interactions and service excellence
  • Achieve assigned sales and revenue targets
  • Ensure compliance with KYC, AML, and other regulatory requirements
Required Skills and Qualifications:
  • Strong knowledge of retail banking products and services
  • Sales and relationship management expertise
  • Excellent communication and customer service skills
  • Basic knowledge of investment and insurance products
  • Proficiency in banking software and MS Office tools
Benefits:

This role offers an opportunity to grow your career in retail banking, develop your sales and relationship management skills, and work with a talented team.



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