About the opportunity
Job Overview
<ul>
<li>Maintaining a deep knowledge of company products and services</li>
<li>Building and maintaining strong relationships with prospective and existing clients</li>
<li>Reasearching and pursuing new business oppurtunities</li>
<li>Identifying client needs and requirements and proposing suitable solutions</li>
<li>Providing clients with comprehensive product/service consultations and guide their decision makinmg process</li>
<li>Upselling and cross-selling products/services to clients</li>
<li>Resolving complaints and issues efficiently and in a timely manner</li>
<li>Meeting sales/revenue targets</li>
<li>Ensuring client satisfaction</li>
</ul> <ul>
<li> Develop and maintain relationships with UHNI & HNI customers to ensure customer satisfaction and loyalty. </li>
<li> Provide portfolio management services to customers, including asset allocation, portfolio rebalancing, and risk management. </li>
<li> Develop and implement strategies to increase customer base and revenue. </li>
<li>Monitor and analyze market trends and customer needs to identify new opportunities. </li>
<li> Develop and execute sales plans to meet customer needs and maximize revenue.</li>
<li>Provide timely and accurate customer service to ensure customer satisfaction. </li>
<li> Develop and maintain relationships with key stakeholders in the banking industry.</li>
<li>Monitor customer accounts and provide timely updates on account activity. </li>
<li> Identify and resolve customer issues in a timely and efficient manner.</li>
<li>Develop and implement strategies to increase customer loyalty and retention.</li>
</ul> <ul>
<li>We are looking for an ideal candidate for the role of Relationship Manager for a leading bank.</li>
<li>The ideal candidate should have excellent customer relationship and portfolio management skills.</li>
<li> He/She should be able to handle UHNI & HNI clients with ease and should have a light-hearted attitude.</li>
<li>The candidate should have a good understanding of banking and sales and should be able to work in a fast-paced environment.</li>
<li>He/She should be able to think on their feet and be able to handle difficult situations with ease.</li>
<li>The ideal candidate should be a team player and should have excellent communication skills.</li>
</ul>