Relationship Manager - Priority Corporate Salary

Mintskill HR Solutions LLP; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

A financial services firm is seeking a Relationship Manager to develop and maintain banking relationships with high net worth salaried clients. This role involves sourcing new customers, ensuring high levels of service, and cross-selling bank products. The ideal candidate should possess a strong background in relationship management and have relevant qualifications. This position offers opportunities for growth within a dynamic environment in Mumbai.

Qualifications

• Graduate with 4-6 years or Post Graduate with 3-5 years of AMFI/IRDA experience required.
• Strong background in Cross Selling is essential.
• Good interpersonal and relationship management skills are needed.

Responsibilities

• Develops and maintains banking relationships with high net worth salaried customers.
• Sources new bank customers and ensures high levels of customer service.
• Cross sells bank products to existing and new customers.

Skills

Cross Selling

Interpersonal skills

Relationship Management

Knowledge of equity market

Education

Graduate with 4-6 years experience or Post Graduate with 3-5 years experience

Job description

Relationship Manager - Priority Corporate Salary

Developing and maintaining banking relationships with a select group of high net worth salaried customers through individualized customer services

Job Role:

• Develops new and expands existing High Net worth salaried Customer relationships for liabilities by sourcing category – A priority corporate salary customers.
  
• Sources new bank customers through external individual efforts and acquisition channel
  
• Ensures high levels of customer service orientation and application of bank policy
  
• Cross sells bank products to existing and new set of Customers
  
• Informs customers of new products or product enhancements to further expand the banking relationship
  
• Plans and conducts special sales initiatives and events for prospective and existing clients
  
• Coordinates with other group companies to provide seamless access to other products
  
• Maintains complete relationship record for assigned customer accounts
  

Requirements

Job Requirement:

Graduate - 4 -6 years of experience AMFI / IRDA

Post Graduate - 3 - 5 years of experience AMFI / IRDA

• Strong back ground on Cross Selling
  
• Good inter personal skills & Relationship Management skills
  
• Presentable as RMs will be interacting with Mid to High-level corporate employee.
  
• Having some knowledge of the equity market.