Relationship Manager

Planet Solutions; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Planet Solutions is seeking a Relationship Manager in Karnataka to cultivate and expand relationships with high-net-worth individuals and affluent clients within our priority banking segment. You will deliver tailored banking solutions and superior service to enhance client satisfaction and loyalty.

The role requires strong interpersonal skills, deep private banking knowledge, and a proven track record in relationship management and sales.

Qualifications

• Experience in relationship management in banking.
• Proven track record in wealth/private banking sales.
• Ability to work independently and in a team.

Responsibilities

• Develop and maintain client relationships with HNIs and affluent clients.
• Provide personalized banking solutions, including investment advice and wealth planning.
• Identify opportunities to cross-sell and upsell banking products and services to enhance client portfolios.
• Conduct regular reviews of client accounts to ensure satisfaction.
• Stay updated on market trends and financial products to provide informed recommendations to clients.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Meet or exceed sales targets and contribute to the growth of the priority banking segment.

Skills

Interpersonal skills

Communication skills

Wealth banking knowledge

Client needs analysis

Sales experience

Banking industry knowledge

Job description

We are seeking a dedicated and results-driven Relationship Manager to join our team in Karnataka. The ideal candidate will be responsible for managing and nurturing relationships with high-net-worth individuals (HNI) and affluent clients, providing them with tailored banking solutions and exceptional service. As a Relationship Manager, you will play a crucial role in enhancing client satisfaction and loyalty while driving the growth of our priority banking services.

Key Responsibilities:

• Develop and maintain strong relationships with clients, understanding their financial needs and goals.
• Provide personalized banking solutions, including investment advice, wealth management, and financial planning.
• Identify opportunities to cross-sell and upsell banking products and services to enhance client portfolios.
• Conduct regular reviews of client accounts to ensure satisfaction and address any concerns.
• Stay updated on market trends and financial products to provide informed recommendations to clients.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Meet or exceed sales targets and contribute to the overall growth of the priority banking segment.

Required Skills:

• Strong interpersonal and communication skills to build rapport with clients.
• In-depth knowledge of banking products and services, particularly in private and wealth banking.
• Ability to analyze client needs and provide tailored solutions.
• Proven track record in relationship management and sales within the banking sector.
• Excellent problem-solving skills and attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about providing exceptional service to clients and have a strong background in relationship management, we encourage you to apply for this exciting opportunity.