Relationship Manager

About the Role:

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience

Key Responsibilities

Provide financial solutions to the Priority 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

Qualifications

• 4+ years of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills