Relationship Manager - Insignia Preferred Banking

0 - 5 years

5 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

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Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Relationship Manager to join our team in Insignia Preferred Banking. The ideal candidate will have a strong background in managing client relationships and driving business growth.

Roles and Responsibility



  • Develop and maintain strong relationships with high net worth individuals and businesses to drive sales of premium banking products.

  • Identify new business opportunities and expand existing customer relationships through effective relationship management skills.

  • Collaborate with internal teams to deliver exceptional customer service and support to clients.

  • Analyze market trends and competitor activity to stay ahead in the competitive banking landscape.

  • Provide expert advice on investment products and services to help clients achieve their financial goals.

  • Manage and grow a portfolio of high value customers while ensuring compliance with regulatory requirements.


Job Requirements



  • Proven experience in relationship management, preferably in the banking industry.

  • Strong understanding of investment products and services, including wealth management and portfolio management.

  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.

  • Ability to analyze market trends and competitor activity to inform business decisions.

  • Strong problem-solving and negotiation skills to resolve complex issues and close deals.

  • Experience working with CRM software and other technology platforms to manage customer interactions.


Disclaimer - This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before

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