Senior Relationship Manager Job in Business Fundamental Consulting Pvt. Ltd.
Senior Relationship Manager
Business Fundamental Consulting Pvt. Ltd.
4+ weeks ago
- Bengaluru, Bangalore Urban, Karnataka
- Not Disclosed
- Full-time
- Permanent
Job Summary
Key Responsibilities:
- Responsible for handling a portfolio of anywhere between 40 - 200 Cr.
- An Individual Role
- Preparation of reports and investment proposals for clients based on their risk profile by conducting financial research
- Building and maintaining healthy business relations with clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms
- Translate the banking needs of the customer to the service team
- Responsible for understanding the business and making recommendations for improvement
- Providing financial planning & Investment Advice, Cross selling of financial products spread across Liabilities, Retail Assets, Business Banking and Forex
- Ensuring stability of income from existing set of clients and exploring avenues for new income generation from existing as well as new clients
- Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements
- Ensuring that customers get world-class services and their needs are understood and met through financial product offerings of the Bank Business generation on Investment Advisory Services
- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management
- To retain and enhance Advisory relationships that is converted
- To execute cross-sell efforts as per focus of the Bank at a given point of time
Experience Required :
Fresher
Vacancy :
2 - 4 Hires
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