Director

8 - 12 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Relationship Manager at the bank, your main responsibility is to establish and nurture profitable partnerships with both corporate and individual clients. You will serve as the bridge between the bank's offerings and clients" needs, ensuring mutual benefit and long-term success. Key Responsibilities: - Manage client relationships by identifying their financial goals, challenges, and risk tolerance. - Analyze data obtained from various sources to identify trends, insights, and areas for improvement to support client needs. - Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. - Design customised solutions that address the client's specific needs and objectives using a range of products and services from the bank's portfolio. - Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms beneficial for both the client and the bank. - Provide guidance to clients by offering expert investment advice, risk management, wealth management strategies, and updates on market trends. - Assess financial, legal, and operational risks associated with client relationships and implement measures to minimize potential losses. - Document all client interactions, transactions, and agreements to ensure transparency and auditability. - Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. Qualifications Required: - Strong analytical skills and ability to interpret complex financial data. - Excellent communication and negotiation skills. - Knowledge of industry trends, regulatory environment, and competitive landscape. - Experience in relationship management, financial advisory, or wealth management. - Ability to make strategic decisions and recommendations within your area of expertise. Additional Details: Omit this section as there are no additional details of the company included in the job description.,

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Barclays logo
Barclays

Financial Services

London

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