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Sr. RM- IDBI

Sr. RM- IDBI

Bupa

2 - 7 years

4 - 7 Lacs

kolkata mumbai new delhi hyderabad pune chennai bengaluru

Posted:-1 days ago| Platform:

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Skills Required

insurance team management new business customer service investment business development retail sales financial services investment products sales marketing relationship management portfolio rm wealth management retention communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a skilled professional to join our team as a Senior Relationship Manager with IDBI. The ideal candidate will have a strong background in relationship management and a passion for delivering exceptional customer service.

Roles and Responsibility

Develop and maintain strong relationships with existing clients to ensure high levels of satisfaction and retention.
Identify new business opportunities and grow the client base through effective sales strategies.
Collaborate with internal teams to deliver tailored solutions that meet client needs.
Provide expert advice and guidance on investment products and services.
Manage and analyze client portfolios to optimize performance and achieve financial goals.
Build and maintain a network of industry contacts to stay informed about market trends and developments.

Job Requirements

Proven experience in relationship management, preferably in the financial services industry.
Strong understanding of investment products and services, including IDBI offerings.
Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
Strong analytical and problem-solving skills to provide insightful solutions to clients.
Experience working with cross-functional teams to achieve business objectives.

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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Sr. RM- IDBI