Relationship Manager

About This Role

This relationship management role focuses on providing financial solutions to priority customers and acquiring new ones, ensuring high service standards. It suits a candidate with strong sales and communication skills, deep financial acumen, and a commitment to maintaining customer profiles and compliance.

Responsibilities

• Provide financial solutions to Priority customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Requirements

• Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
• Communication: Excellent verbal and communication skills for conveying complex concepts clearly
• Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets
• Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice
• Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges