Relationship Manager-All Banking Product

Key Responsibilities:

• Client Relationship Management:

• Manage and nurture relationships with high-net-worth clients (HNIs).

• Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.

• Provide customized solutions based on clients' requirements and financial goals.

• Sales & Business Development:

• Achieve revenue targets by cross-selling the bank’s range of products and services, including savings, investments, loans, insurance, and wealth management.

• Promote new services and ensure customers are updated about new offerings.

• Identify opportunities for generating business through referrals and market insights.

• Portfolio Management:

• Effectively manage client portfolios, regularly reviewing and recommending changes based on market conditions.

• Provide advice on wealth management and financial planning.

• Guide clients in investment strategies and assist with asset allocation to meet their long-term goals.