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