Relationship Manager Signature Banking

4 - 9 years

6 - 8 Lacs

Posted:4 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Achieve business goals through relationship deepening & new client acquisition
  • Manage Resident & NRI client portfolios
  • Collaborate with product specialists for tailored banking & wealth solutions
  • Deliver superior service with Service Delivery Ambassadors
  • Cross-sell Trade, FX, Wealth & Insurance products
  • Conduct portfolio reviews & financial check-ups
  • Ensure 360 client engagement Total Client Ownership
  • Adhere to compliance and regulatory guidelines

Key Skills:

  • Strong interpersonal & communication skills (English & Vernacular)
  • Excellent presentation & networking abilities
  • Sound knowledge of banking & wealth products
  • Analytical mindset with a client-first approach
  • Process-oriented with high integrity and professionalism
  • Passionate about sales with an entrepreneurial drive

Education:

  • MBA / Postgraduate in Finance or related discipline
  • AMFI / NISM Certified
  • IRDA Certification

Experience:

  • 3+ years in Relationship Management
  • Background in Banks, NBFCs, or Brokerage Houses

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