Relationship Manager - BFSI

Job Description :

Based within the banking or financial sector, a relationship manager's role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them.

You'll also be expected to identify possible sales opportunities and generate new business for the company you work for.

Duties and Responsibilities :

Far from being a self-absorbed money-oriented career, your role as a relationship manager is all based around your clients and their needs,so you'll spend much of your day discussing their financial needs and keeping records.

Other daily duties will include :

- Setting up meetings with new clients

- Researching the latest products and regulations

- Looking for new sales opportunities

- Excellent communication and listening skills

- The ability to explain complex information clearly and simply

- Good sales and negotiation skills

- An interest in financial products and markets

- Good mathematical and computer skills

- Plenty of drive, initiative and motivation

- An honest and trustworthy manner

- Attention to detail

- The ability to analyse and research information

Qualification and Experience :

- For this role employers will be looking at candidates with a minimum of 3 to 8 years experience and good IT skills of working within the financial sector.

- As this role requires you to keep up to date with the financial services you'll need to have a good understanding of banking procedures and regulations.

- A degree in a relevant subject such as business studies, finance or accountancy would also be an advantage