Financial Services Professional

2 days ago


Mangalore, Karnataka, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000
Job Title: Relationship Manager

We are seeking a skilled professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with clients, understanding their banking and investment needs.

The ideal candidate will have a strong background in the broking industry, with experience in NRI banking, wealth management or financial services.

  • Act as the primary point of contact for a portfolio of NRI clients, providing inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
  • Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.

Requirements:

  • Bachelor's degree in a relevant field.
  • A minimum 2 years of experience in NRI banking, wealth management or financial services.
  • Strong knowledge of financial products relevant to NRI clients.
  • Excellent client engagement and customer service skills.
  • Strong interpersonal and communication skills.

We offer a learning environment, career progression plan aligned with company goals, and an opportunity to directly interact with management and work under their mentorship.

Key Skills:

  • NRI financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication



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