Relationship Manager- All Banking Product
Key Responsibilities:
• Customer Acquisition:
• Identify and acquire new high-net-worth customers to grow the bank's premium customer base.
• Network with prospective clients and leverage existing relationships to build the bank customer segment.
• Relationship Management:
• Manage and deepen relationships with existing customers by providing personalized banking and financial solutions.
• Conduct regular relationship reviews to ensure customer satisfaction and explore additional opportunities for cross-selling.
• Financial Advisory:
• Offer financial advisory services, including investment, wealth management, and other banking products.
• Understand the client's financial goals and provide tailored solutions across a range of products, including savings, loans, and wealth management offerings.
• Sales and Revenue Generation:
• Achieve sales targets by cross-selling various banking products such as mutual funds, fixed deposits, loans, insurance, and more.
• Focus on delivering superior financial solutions that drive revenue and enhance customer loyalty.
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• Customer Acquisition:
• Identify and acquire new high-net-worth customers to grow the bank's premium customer base.
• Network with prospective clients and leverage existing relationships to build the bank customer segment.
• Relationship Management:
• Manage and deepen relationships with existing customers by providing personalized banking and financial solutions.
• Conduct regular relationship reviews to ensure customer satisfaction and explore additional opportunities for cross-selling.
• Financial Advisory:
• Offer financial advisory services, including investment, wealth management, and other banking products.
• Understand the client's financial goals and provide tailored solutions across a range of products, including savings, loans, and wealth management offerings.
• Sales and Revenue Generation:
• Achieve sales targets by cross-selling various banking products such as mutual funds, fixed deposits, loans, insurance, and more.
• Focus on delivering superior financial solutions that drive revenue and enhance customer loyalty.