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    Relationship Manager - Bengaluru, India - Waytogo Consultants

    Waytogo Consultants
    Waytogo Consultants Bengaluru, India

    Found in: Talent IN 2A C2 - 4 days ago

    Default job background
    Banking / Loans
    Description

    JOB DETAILS

    Job Type : Full Time

    Role : Experienced

    Min Salary : 8 Lakh

    Max Salary : 12 Lakh

    Experience : 3 to 12 Yrs

    Locality : Bangalore

    Eligibility : Graduation

    Company : Leading Private Bank

    Category : Banking

    (*Note: This is a requirement for one of the Waytogo Hiring Partners).

    Role Description

    This is a full-time on-site role for a Relationship Manager at Waytogo Consultants. The Relationship Manager will be responsible for maintaining and nurturing relationships with clients, understanding their needs and requirements, and providing solutions and support. The role will involve managing client accounts, coordinating with internal teams, and ensuring client satisfaction.

    • Provide financial solutions to the NRI customers while maintaining high service standards
    • Maintain complete customer profile including the risk profile, demographics and assets in the bank
    • Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
    • 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
    • Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India
    • Identify potential customers who can be sold tailored products to enhance product penetration
    • Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
    • 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

    Qualifications

    • Strong interpersonal and relationship-building skills
    • Excellent communication and presentation skills
    • Ability to understand and analyze client needs
    • Experience in client relationship management or sales
    • Knowledge of the Banking, Insurance, or Financial Services industry
    • Ability to work independently and in a team
    • Problem-solving and negotiation skills
    • Bachelor's degree in Business Administration or related field

    About The Company

    WAYTOGO Consultants Pvt Ltd is an organization providing Corporate Training and a wide suite of specialist services in Banking, Insurance, other financial services, Telecom, and Manufacturing. From executive search, selection, and specialist staffing to recruitment, consulting, and outsourcing, we offer comprehensive solutions to our clients.

    (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

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