Preferred Relationship Manager in Banking

Job content

We are seeking a dynamic and customer-centric Preferred Relationship Manager to join our team.

As a Preferred Relationship Manager, you will be responsible for managing a portfolio of high-value customers, providing financial solutions, and ensuring the highest level of customer satisfaction.

Key Responsibilities:

• Manage and nurture a portfolio of high-net-worth customers.
• Understand their financial goals and needs.
• Offer personalized financial solutions, including investments, insurance, and wealth management products.
• Identify opportunities for cross-selling banking products and services.
• Build strong relationships with preferred customers.
• Achieve revenue targets through proactive sales efforts.
• Identify new business opportunities within the portfolio.
• Maintain accurate customer records and documentation.
• Stay informed about market trends, financial products, and investment opportunities.
• Share market insights and advice with customers.

Desired Candidates Profile:

• Experience: Minimum 4 to 7 Years in Sales and Marketing department of Banking, Finance, Insurance or Investment domain. And we can also consider from Telecom, Pharma Domain
• Also, 1 to 3 years in HNI Client Portfolio Management experience required.
• Strong knowledge of financial products, investments, and regulatory requirements.
• Excellent communication, presentation, and interpersonal skills.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive healthcare and insurance benefits.
• Opportunities for career advancement within the organization.
• Ongoing training and development programs

For more information – Kindly Contact Us:

Dipal P | HR Team

Phone/WhatsApp: +91 9909918102