Walk-in Interview Drive- Affluent Business Relationship Manager - Fort

Mployee.me; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Mployee.me in Mumbai is seeking a client relationship professional to manage high-trust client interactions, advise on financial solutions, and drive cross-selling across banking products. The role emphasizes strong communication, sales ability, and financial acumen within a dynamic banking environment.

The candidate should maintain detailed client profiles, ensure regulatory compliance, and work to deepen relationships while achieving monthly targets and delivering excellent service in a

Qualifications

• Strong interpersonal skills to build and maintain high trust with clients.
• Clear verbal and written communication of complex financial concepts.
• Track record in sales with the ability to meet and exceed targets.
• Solid understanding of banking products, services and financial markets.

Responsibilities

• Provide financial solutions to Burgundy customers while maintaining high service standards.
• Maintain complete customer profile including risk profile, demographics and assets.
• Enrich relationships and garner higher wallet share through customer engagement activities.
• Cross-sell bank products and third-party investment products to deepen relationships.
• Identify potential customers for tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Meet assigned monthly targets consistently.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules and applicable regulations.

Skills

Client relationship management

Communication

Sales and Negotiation

Financial acumen

Problem-solving

Job description

Role & responsibilities

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
2. Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly
3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities:

• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank