9197 Relationship Manager Jobs - Page 38

Were Hiring! | Relationship Manager Home Loans Position: Relationship Manager Location: Nashik Industry: Home Loans Employment Type: Full-Time | On-Roll Channel: Omni Channel (Open Market Sourcing) Eligibility Criteria: Experience: Minimum 6 months to 1 year in Home Loans Qualification: Graduate (Any Stream) Age Limit: 22 to 35 Years Gender: Male & Female Both Welcome! Whats in it for You CTC: 3 LPA 3.75 LPA Incentives: Unlimited Earning Potential Career Growth: Fast-track promotion opportunities Key Responsibilities: Sourcing leads through open market activities and networking Understanding customer needs and offering suitable loan solutions Building long-term relationships with clients for repeat business For more information, Call/WhatsApp: Gautam (HR) +918655775819

Position: Relationship Manager – Erode / Tirupur Industry: Financial Services / Investment Advisory Employment Type: Full-time About Us We are a SEBI-registered investment advisory firm helping individuals and businesses achieve their financial goals through personalised planning and professional guidance. Role & Responsibilities Identify and meet potential clients (individuals, professionals, business owners) in the assigned territory. Present our financial advisory services and investment products clearly and effectively. Build and maintain strong client relationships for long-term business. Achieve monthly/quarterly sales targets. Maintain records of leads, meetings, and conversions. Participate in local networking events, business forums, and promotional activities. Key Requirements Education: Any Graduate (Finance background preferred, not mandatory) Experience: 1–3 years of sales experience in financial products, insurance, or banking preferred. Skills: Good communication & interpersonal skills Self-motivated and results-oriented Ability to work independently in the assigned area What We Offer Attractive salary + performance-based incentives. Training on products and services. Career growth opportunities in a fast-growing advisory firm How to Apply: Send your CV to +91 9363569105 with subject line: Relationship Manager – Erode/Tirupur

Company Description Finova Capital, an NBFC licensed by the Reserve Bank of India, is headquartered in Jaipur. The company provides loans to both urban and rural poor to meet their productive requirements in starting or growing businesses. Founded in 2015 by Mr. Mohit Sahney, Finova Capital aims to transform credit delivery to unorganized, unreached, and unserved segments. The company believes in supporting micro and small medium enterprises to enrich lives and transform communities by making finance available at reasonable costs and delivering in a transparent manner. Role Description This is a full-time on-site role for a Relationship Manager based in Merta. The Relationship Manager will be responsible for managing client relationships, understanding client needs, and offering tailored financial solutions. The role involves regular communication with clients, conducting market research, preparing loan documentation, and ensuring compliance with all regulatory requirements. The Relationship Manager will also be expected to collaborate with internal teams to enhance overall client satisfaction and business growth. Qualifications Client Relationship Management and Communication skills Experience in Financial Solutions and Loan Documentation Knowledge of Regulatory Compliance and Market Research Proficiency in Data Analysis and Problem-Solving skills Ability to work independently and manage multiple client accounts Bachelor's degree in Finance, Business Administration, or related field Experience in the financial services industry is a plus

JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: Achieving targets in a result-focused environment Preparing pre-sales proposals for prospective clients Delivering inspiring sales presentations to convert prospects to successful sales Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings Identifying potential customers and new business opportunities Building and maintaining strong client relationship and high level of customer service Being updated on new products and services Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon Thu)) Strong Results Orientation and Execution Excellence High Energy and Passion High Customer Centricity

We are hiring smart female candidates for the post of customer service associates. Responsibilities: Building rapport and relationships with customers to foster loyalty and repeat business Building and maintaining profitable relationships with key customers. Resolve customer complaints quickly and efficiently. Upgrade product knowledge. Lead generation through various sources. Connect through messages/calls/in mail with prospective clients to map their requirements. Performs other related duties as assigned. Adhere to company policies, procedures, culture, and business values. Achieve individual sales goals. Excellent communication and interpersonal skills Strong problem-solving skills and the ability to find creative solutions to customer problems Ability to multitask and prioritize effectively A passion for delivering excellent customer service. Requirements Female candidates only Qualification : Plus two and above Experienced/Freshers Basic computer knowledge required Best Salary in the industry and attractive incentive packages. Working time : Mon to Sat 9:30am to 5:30pm Job Types: Full-time, Permanent Pay: ₹8,000.00 - ₹14,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Internet reimbursement Paid sick time Paid time off Provident Fund Education: Higher Secondary(12th Pass) (Required) Experience: total work: 1 year (Preferred) Work Location: In person

Job Title: Relationship Manager Location: Raipur Job Type: Full-Time Experience: Fresher can apply Laptop: Mandatory Job Description: We are seeking a dynamic and enthusiastic Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong client relationships, promoting our financial products/services, and ensuring high customer satisfaction. Key Responsibilities: Connect with potential and existing clients to explain our offerings Build and maintain long-term relationships with customers Understand client needs and provide suitable product solutions Follow up on leads and ensure smooth onboarding Coordinate with internal teams for query resolution and support Maintain accurate records of client interactions and transactions Requirements: Freshers are welcome; training will be provided Strong communication and interpersonal skills Interest in sales, finance, or client servicing Self-motivated and target-driven attitude Basic computer knowledge Must have a personal laptop with stable internet connection Job Types: Full-time, Permanent, Fresher Pay: ₹13,264.94 - ₹20,071.77 per month Benefits: Health insurance Paid sick time Paid time off Language: English (Preferred) Work Location: In person

Job Title: Relationship Manager Location: Naranpura, Ahmedabad Working Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Second Saturdays Off) Job Type: Full-Time Overview: We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate will have excellent communication skills, a proactive approach to problem-solving, and the ability to identify opportunities for upselling and cross-selling. Key Responsibilities: Develop and nurture long-term relationships with clients to ensure trust and loyalty. Understand client needs and provide appropriate solutions or services. Act as the primary point of contact for client queries, concerns, and escalations. Maintain regular communication with clients through calls, meetings, and emails. Identify new business opportunities within existing accounts. Collaborate with internal teams to ensure smooth service delivery. Prepare reports on account status and client feedback. Requirements: Bachelor’s degree in Business Administration, Marketing, or related field. Proven experience as a Relationship Manager, Account Manager, or in customer-facing roles. Strong interpersonal, negotiation, and communication skills. Ability to manage multiple accounts and meet deadlines. Proficiency in MS Office and CRM software. Salary: Competitive + Incentives + Benefits Job Type: Full-time Pay: ₹18,258.08 - ₹45,000.00 per month Experience: Relationship manager: 2 years (Preferred) Work Location: In person

Job Description: We are hiring Financial Sales Executives passionate about the stock market , client servicing, and investment products. The role focuses on sales, client onboarding, and guiding clients through our trading and investment platforms. Key Responsibilities: Handle client queries on trading, investments, and platforms (e.g. SIP, MTF, SLBM) Explain stock market products and investment strategies Assist in account opening, documentation, KYC/CKYC, and compliance Generate leads and follow up to meet sales and activation targets Maintain accurate reports and coordinate with Head Office operations Support cross-selling of financial products and ensure client satisfaction Requirements: Basic stock market knowledge is a must Graduate (B.Com, BBA, MBA preferred) Strong communication skills (Gujarati, Hindi, English) Comfortable with Excel, email handling, and back-office tools NISM Certification preferred (can be obtained post-joining) Preferably from Gandhinagar/Pethapur or nearby areas Job Types: Full-time, Permanent, Fresher, Internship Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person

**We’re Hiring – Relationship Managers (Agency Channel)** **CTC:** Up to ₹4.5 LPA **Multiple Locations Across India** **Virtual / Walk-In Interviews – Aug 13 to Aug 29, 2025** **Eligibility:** Age: Up to 40 years Education: Minimum 12th Pass Experience: At least 1 year in *Insurance Agency Sales* (General Insurance preferred) Immediate Joiners Preferred **Why Join Us?** Stable career growth in the insurance sector Exciting incentives & rewards Opportunity to work across multiple cities **Hiring Drive Schedule:** Multiple dates – Bharuch, Ankleshwar, Dhule, Nandurbar, Pune, Gandhinagar, Surat, and many more! *Share your resume today & grab your interview slot!* Job Type: Full-time Pay: ₹25,258.08 - ₹30,458.57 per month Benefits: Provident Fund

Candidate will take up responsibilities of trading in equities, mutual funds for clients & also add new clients Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹30,000.00 per month Benefits: Health insurance Leave encashment Paid time off Provident Fund Experience: total work: 1 year (Preferred) Work Location: In person

Role and Responsibilities: - Responsible to drive the entire Business Development for State Bank Channel / Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region. - To build, develop & enhance relationships the SBG/Retail Channel - Setting up and managing the network of Private Banks in the Region, - Develop, implement strategy to achieve planned growth objectives for their channel. - Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; - Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. - Assume full accountability for all aspects of sales in their respective channel - Help in communicating a strong and vibrant brand - Ensuring increase in Market share in their respective channel business. - Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. - Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. - Prospecting of customers through New client acquisition, network, data base, References and open market. - Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. - To penetrate all targeted key accounts and originate upselling opportunities - Ensure adherence to sales processes and requirements. - Achievement of monthly, quarterly & yearly business plan. - Channel Development & networking skills for achieving Channel Sales

Company Description Bajaj Allianz Life Insurance, a joint venture between Bajaj Finserv Limited and Allianz SE, is one of the fastest-growing life insurers. We enable the life goals of 3.85 Crore lives with INR 1,23,734 Crore Assets Under Management. Our robust distribution network includes 596 branches and 1.61 Lacs+ Insurance Consultants. We offer a range of innovative plans, with industry-first features, and prioritize convenience through our WhatsApp Conversational Platform. With 24K+ employees, we have been recognized as a Great Place to Work and have received the World's Digital Insurance Award 2023. Role Description This is a full-time, on-site role for a Relationship Manager located in Jaipur. The Relationship Manager will be responsible for building and maintaining strong client relationships, identifying client needs, and providing customized insurance solutions. Day-to-day tasks include managing client accounts, conducting client meetings, guiding clients through the claims process, and collaborating with other departments to ensure client satisfaction. The role also involves sales and marketing efforts to expand the client base and achieve company targets. Qualifications Client relationship management, account management, and customer service skills Sales, marketing, and business development skills Strong communication, negotiation, and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Business Administration, Marketing, Finance, or related field Experience in the insurance industry is a plus Proficiency with MS Office and CRM software

Job Title: Relationship Manager (RM) Job Description: We are looking for a driven and results-oriented Relationship Manager (RM) to join our team. As an RM, you will be instrumental in fostering business growth, cultivating strong client relationships, and surpassing sales targets. Responsibilities: 1. Client Relationship Management 2. Sales Strategy 3. Business Development 4. Travel Qualifications: 1. Minimum of 1 year experience in B2B sales or a related sales role, preferably within a dynamic and target-oriented environment. 2. Proven track record of consistently meeting or surpassing sales targets and contributing to business expansion. 3. Exceptional communication and interpersonal skills, adept at building rapport and influencing stakeholders across all levels. 4. Strong negotiation prowess and problem-solving abilities, with a focus on delivering customer-centric solutions. 5. Ability to thrive both independently and collaboratively in a fast-paced, results-driven setting. 6. Adaptability and flexibility to navigate through evolving business landscapes. Join us in shaping the trajectory of our organization and making a meaningful impact within the industry. APPLY NOW!

Job Description: Roles & Responsibilities: Identify and source home loan customers through direct sourcing, builder channels, DSA, and connectors. Build and manage a portfolio of home loan clients, ensuring high levels of customer satisfaction and relationship management. Understand customer financial requirements and suggest appropriate loan solutions. Ensure end-to-end home loan processing including documentation, credit appraisal coordination, and timely disbursal. Generate leads through field visits, cold calls, and reference generation. Cross-sell banking and third-party products such as insurance and savings accounts. Maintain regular communication with customers and provide post-sales support. Achieve assigned monthly/quarterly sales targets and ensure compliance with internal policies and RBI guidelines. Candidate Requirements: Minimum Graduate (Any Stream); Post-Graduation preferred. 14 years of experience in home loan or mortgage loan sales. Should be familiar with local property markets, builders, and developers. Good understanding of loan eligibility criteria, credit norms, and legal aspects. Strong interpersonal and negotiation skills. Must have a two-wheeler for field visits.

Job Description: Roles & Responsibilities: Identify and source home loan customers through direct sourcing, builder channels, DSA, and connectors. Build and manage a portfolio of home loan clients, ensuring high levels of customer satisfaction and relationship management. Understand customer financial requirements and suggest appropriate loan solutions. Ensure end-to-end home loan processing including documentation, credit appraisal coordination, and timely disbursal. Generate leads through field visits, cold calls, and reference generation. Cross-sell banking and third-party products such as insurance and savings accounts. Maintain regular communication with customers and provide post-sales support. Achieve assigned monthly/quarterly sales targets and ensure compliance with internal policies and RBI guidelines. Candidate Requirements: Minimum Graduate (Any Stream); Post-Graduation preferred. 14 years of experience in home loan or mortgage loan sales. Should be familiar with local property markets, builders, and developers. Good understanding of loan eligibility criteria, credit norms, and legal aspects. Strong interpersonal and negotiation skills. Must have a two-wheeler for field visits.

Company Description Anand Rathi Share and Stock Brokers Ltd., founded in 1994, is a leading full-service investment bank offering a range of financial services and wealth management solutions. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, the firm serves institutions, corporations, high-net-worth individuals, and families. Employing over 4,000 professionals, Anand Rathi provides expert research and advisory services to maximize client investment returns. The company offers an array of products across various asset classes, supported by high-tech digital platforms and physical touchpoints. Role Description This is a full-time on-site role for a Relationship Manager located in Kolkata. The Relationship Manager will be responsible for managing and nurturing relationships with clients, providing investment advice, handling client portfolios, and ensuring the clients receive the best service. Daily tasks include responding to client inquiries, preparing investment strategies, conducting financial planning, and staying updated with market trends. The Relationship Manager will also be responsible for identifying new business opportunities and working towards achieving business growth targets. Qualifications Strong relationship management and client servicing skills Experience in investment advice and portfolio management Knowledge of financial planning, market trends, and investment products Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant industry certifications and a Bachelor's degree in Finance, Business, or a related field Prior experience in the financial services industry is a plus

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - Relationship Manager - Wealth Management Experience: - 10+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore. About the Role As a Wealth Relationship Manager , we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for understanding clients’ financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns—while contributing to the continued growth and reputation of our organization. Key Responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation. Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics. Ensure clients have regular access to relevant research material and market insights. Service and support existing clients in collaboration with the client servicing team. Customize investment pitches and advisory solutions in line with client requirements. Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention. Education & Certifications :- MBA (Finance), CA, or relevant postgraduate degree from a reputed institute. Knowledge of Financial products & Capital markets is essential. Compliance • Responsible to ensure all activities are in adherence as per Compliance framework • NISM Certification Roles • Team player • Good interpersonal & communication skills

Company Description Founded in 2016, InvestoXpert serves as a one-stop solution for all real estate needs, whether renting or buying properties, providing interior solutions, or financial assistance for loans and registration. Operating through a comprehensive online ecosystem, InvestoXpert offers relevant, well-researched, and updated information concerning properties and developments, catering to home-seekers, property seekers, investors, and NRIs. Customers can reach out for support 24x7, and the company’s database spans properties in Noida, Greater Noida, Gurgaon, Mumbai, Pune, and Bangalore. Role Description This is a full-time on-site role for a Relationship Manager, based in Hyderabad. The Relationship Manager will be responsible for managing and nurturing client relationships, addressing client queries, providing property consultations, assisting with property transactions, and coordinating with internal teams to ensure client satisfaction. Qualifications Proven experience in client relationship management and customer service Strong communication and interpersonal skills Knowledge of real estate markets and property consultations Ability to manage multiple clients and tasks efficiently Excellent problem-solving and negotiation skills Proficient in the use of CRM software and Microsoft Office Suite Bachelor's degree in Business Administration, Real Estate, or related field is preferred Experience in the real estate industry is an advantage

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

Roles and Responsibilities: Identify, recruit, and onboard new DSA partners in assigned territory. Build and maintain strong relationships with DSAs to ensure continuous business generation. Train DSAs on product knowledge, documentation, compliance, and processes. Drive loan product sales (Home Loans, LAP, Personal Loans, etc.) through DSA network. Ensure quality sourcing of files and adherence to company policies and KYC norms. Monitor DSA performance and provide regular feedback for improvement. Coordinate with credit, operations, and legal teams for smooth file processing and disbursal. Achieve monthly and quarterly sales targets assigned by the management. Resolve partner issues and ensure high satisfaction levels across the DSA network. Track market trends and competitor activities to maintain competitive positioning. Requirements: Education: Graduate in any discipline (MBA/PG in Sales/Finance preferred) Experience: Minimum 26 years in DSA/channel sales within banking or NBFCs Sound knowledge of loan products Home Loan, LAP, Business Loan, Personal Loan Strong understanding of DSA operations, documentation , and regulatory guidelines Excellent communication, negotiation, and relationship management skills Ability to work independently and manage multiple partners simultaneously Proficiency in MS Office and CRM tools

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Lead, mentor, and manage a team of Relationship Managers to achieve business goals. Build and nurture strong, long-term relationships with high-value and high-net-worth clients. Drive sales efforts and cross-sell a comprehensive range of banking products to ensure sustained revenue growth. Collaborate effectively with internal departments such as product, operations, and compliance to deliver seamless customer service. Participate in strategic planning, market analysis, and business development initiatives to expand client base and enhance profitability.