Relationship Manager - BFSI

Job Description :

Designation : Relationship Manager

Grade : Manager/Sr. Manager

Location : Surat

Responsibilities :

- Portfolio Management of existing client base and new Preferred customers.

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer

- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

- Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support.

- Sales across all product segments - Third Party Products..like Current Account/Savings Account, Insurance, Mutual funds etc

Requirements :

- Candidate must possess at least a Graduate/Post

- Graduate/Professional Degree in any field.

- Good Relationship Management & service focus Skills

- Good Communication & Presentation Skills

- Interpersonal & Influential Skills.

- Knowledge of Liability and Third Party Products like Mutual Fund, Insurance will add to an advantage.