Relationship Manager

Urbane Corps; Surat; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Urbane Corps in India seeks a driven relationship manager to develop new client relationships and deepen existing ones by presenting relevant financial products.

The role targets high net worth individuals with assets of INR 5 lacs and above, focusing on CASA products to grow the client portfolio. Requires minimum 4 years of experience and IRDA certification, with strong communication and negotiation skills.

Qualifications

• Minimum 4 years of relevant experience.
• IRDA or similar certification is required.
• Experience in CASA product handling is essential.

Responsibilities

• Create new client relationships with high net worth individuals.
• Deepen relationships with existing clients by offering financial products.
• Target HNI customers with assets of INR 5 lacs and above.
• Promote CASA products to meet business targets.

Skills

Client relationship building

HNI client handling

Financial product cross-selling

Education

IRDA certification

Job description

Responsible for creating new client relationships as well as deepening relationships with the existing clients by offering them other financial products. Mainly targeting HNI customers (relationships of INR 5 lacs and above)

Required Candidate profile

• Min 4 Years of Exp
• Should have IRDA or similar certification
• Must have handled CASA Product