Relationship Manager - HNI Sales - Bank (6-14 yrs) West Bengal (BFSI Sales)
Peoplemint Consultants LLP
West Bengal
Permanent
Full-time
2 months ago
Job Description:Seeking a dynamic Preferred Relationship Manager/Imperia RM to manage and enhance customer relationships with HNI clients. The role involves deepening existing relationships by offering banking and investment solutions tailored to customer needs. - The candidate will be responsible for portfolio management, cross-selling banking products (wealth management, insurance, loans, etc.), and ensuring high levels of customer satisfaction.Key Responsibilities:- Manage and grow relationships with high-net-worth customers.- Provide personalized financial solutions and advisory services.- Drive sales of banking, investment, and insurance products.- Ensure compliance with bank policies and regulatory requirements.- Deliver excellent customer service to enhance loyalty and retention.Requirements :- Graduate/Postgraduate with 5-10 years of banking/wealth management experience.- Strong knowledge of financial products and services.- Excellent communication and relationship management skills. (ref:updazz.com)