HR Recruiter at Tekpillar Services Pvt Ltd
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Elite Relationship Manager - Sales - Branch Banking (3-7 yrs)
We are looking for an Elite Relationship Manager in Branch Banking Department for India's Leading Bank. Who has a strong expertise in selling investment banking products and hand on experience in portfolio management.
Responsibilities:
- Cultivate and maintain strong relationships with existing clients.
- Initiate contact to understand clients' financial goals and needs
- Offer expert financial advice, including investments, savings, and loan options
Promote a range of banking products, including accounts, loans, credit cards, and - investment opportunities
- Identify cross-selling opportunities to meet clients' comprehensive financial needs
- Conduct regular portfolio reviews and financial health check-ins with clients
- Stay updated on banking industry trends, regulations, and financial market developments
Experience Required:
- Minimum 3 to 6 Years in Banking and Investment Banking domain
- 2 to 3 Years of experience in Portfolio management of HNI Clients.
- Strong expertise and knowledge of all banking products and their Rules and Regulations
Key Skills Required:
Bachelor's degree in Finance, Business, Economics, or related field
Strong understanding of banking products, financial markets, and investment strategies
Excellent communication, interpersonal, and networking skills
For more information - Kindly Contact Us:
Dipal P | HR Team
Phone/WhatsApp: +91 99099 18102
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