Retail Banking Relationship Specialist

20 hours ago

Ahmedabad, Gujarat, India beBeeClient Full time ₹ 45,00,000 - ₹ 60,00,000

Client Engagement Manager


The Client Engagement Manager plays a vital role in fostering client relationships, encompassing acquisition, financial guidance, and ongoing servicing of retail clients.

Main Responsibilities:

  • Acquire new retail clients by establishing professional relationships built on trust, empathy, and credibility.
  • Provide retail clients with personalized financial advice, recommend suitable solutions, and execute instructions on banking and financial transactions.
  • Perform acceptance checks and onboard retail clients according to established policies and procedures.
  • Ongoing servicing of retail client accounts and identify opportunities for extending basic banking services.

About the Role:


The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. They should have a deep understanding of retail banking products and services, as well as analytical and problem-solving skills to provide tailored financial solutions.Collaborate with internal stakeholders to ensure seamless execution of client-centric initiatives.Stay up-to-date with industry trends, regulatory requirements, and market developments to provide informed advice to clients.Conduct regular reviews with clients to assess their financial needs and objectives, and provide recommendations for improvement.

What We Offer:


This is an exceptional opportunity to join a dynamic team and contribute to the growth and success of our clients. As a Client Engagement Manager, you will be empowered to make a meaningful impact, develop your skills and expertise, and enjoy a rewarding career in retail banking.Opportunities for professional development and growth within the organization.A collaborative and supportive work environment that fosters open communication and teamwork.A competitive compensation package that reflects your value to the organization.

How to Apply:


If you are a motivated and results-driven individual with a passion for client engagement and relationship management, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, highlighting your relevant experience and qualifications. We look forward to hearing from you

Note: This description is generated based on the provided base job description, using business synonyms and different phrasing without changing the context. The structure and formatting are rewritten to look good, with bold texts, extended content, and added value.

],

  • Job-Relationship manager-retail banking vertical-reputed bank-Ahmedabad, Gujarat, INDIA-upto 6 LPA-Chitra

    5 days ago

    Ahmedabad, Gujarat, India Seven Consultancy Full time

    JOB DETAILS The Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

  • Retail Banking Professional

    5 days ago

    Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 48,00,000 - ₹ 72,00,000

    Job Title: Relationship ManagerAs a key member of our team, you will play a pivotal role in cultivating and maintaining strong relationships with our esteemed retail clients.Key Responsibilities:Develop and execute strategic plans to acquire new retail clients through relationship building and trust establishment.Provide personalized financial advice and...

  • Relationship Manager

    3 weeks ago

    Ahmedabad, Gujarat, India AV Global Advisory Services Full time

    Relationship Manager - Mid Managing existing relationships of the bank which includes preparation of annual proposals, interacting with credit team for sanctions, preparation and execution of loan documents, dealing with internal and external legal for mortgages.- Large emphasis and importance is on sourcing new relationships for the bank, both on the asset...

  • Client Portfolio Specialist

    5 days ago

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

    Our team is seeking a talented Client Portfolio Specialist to join our growing retail banking sales department.This role will be responsible for managing client relationships, identifying opportunities to increase revenue through cross-selling and upselling of products and services. The ideal candidate will have a minimum of 3 years of experience in...

  • Associate Relationship Manager

    6 days ago

    Ahmedabad, Gujarat, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Opportunity We are seeking an experienced professional to join our team as an Associate Relationship Manager for corporate banking division. This role requires a strong background in finance and excellent communication skills.Key Responsibilities include credit analysis, preparing credit proposal notes, documentation of various credit facilities, and...

  • Senior Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India JM Financial Asset Management Ltd Full time

    About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-8 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products....

  • Job-Associate Relationship Manager-Corporate Banking-reputed bank-Ahmedabad, Gujarat, INDIA-upto 5 LPA-Chitra

    2 weeks ago

    Ahmedabad, Gujarat, India Seven Consultancy Full time

    JOB DETAILS One of our clients, a reputed name in the banking industry, is looking for an Associate Relationship Manager for its corporate banking division.Key Responsibilities:- Credit analysis including regular monitoring of existing and new clients- Prepare credit proposal notes and present to Risk Management team and Sanction Committees for approval-...

  • Relationship Builder and Business Partner

    2 days ago

    Ahmedabad, Gujarat, India beBeeCustomer Full time ₹ 6,00,000 - ₹ 12,40,000

    Customer Relationship Specialist and Support Associate">We are seeking a skilled professional to manage customer relationships with our retail partners across India while providing support to our Director. This dual role is ideal for someone who enjoys interacting with customers, has an interest in fashion/apparel (women's wear), and thrives in a fast-paced...

  • Lead - Payment and Banking

    3 weeks ago

    Ahmedabad, Gujarat, India CAVITAK Full time

    CAVITAK with its 375 member strong team (referred to as Cavs) are engaged in below Business Verticals:Retail Distribution - Mobile & Consumer GoodsValue-Added Tech Distribution - Audio & Video, Fire, Security, Automation, Network & Power Solutions and Fundamental Resource Management & AIGlobal Commerce - Launchpad for global and Indian brands on e-commerce...

  • Customer Service Banking Professional

    2 days ago

    Ahmedabad, Gujarat, India beBeeCustomerService Full time ₹ 6,00,000 - ₹ 9,00,000

    We are seeking a dynamic Customer Experience professional to join our Retail Banking team in Ahmadābād.This role offers an exciting opportunity for individuals who are passionate about delivering exceptional customer service and have strong interpersonal, communication, and organizational skills.As a key member of the team, you will be responsible for...