Hiring For Relationship manager

19 hours ago

Kolkata, West Bengal, India OM Careers Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Role & responsibilities

  • Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold)
  • Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
  • Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
  • Easily establish relationship with customers and build a rapport.
  • Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
  • Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
  • Maintain highest order of honesty, transparency and integrity in all actions.

Preferred candidate profile

  • Able to communicate in English and vernacular language effectively to express ones viewpoint clearly
  • Good networking skills - ability to build relationships and leverage the rapport.
  • Good analytical skills at an elementary level
  • Ability to understand & sell a variety of products.
  • Good follow up skills. Should be able organize time effectively and structure activities
  • Is able to persuade others to one own point of view and present the key benefits persuasively.
  • Is able to remain calm and composed in adverse situations and answer customer objections convincingly and professionally.
  • Has an entrepreneurial orientation and is self-driven
  • Extrovert & affable in nature.

Likes interacting and dealing with people / customers.

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