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30/10 Jaydip Patel
HR Recruiter at Tekpillar Services Pvt Ltd

Views:2 Applications:1 Rec. Actions:Recruiter Actions:0

Relationship manager - Sales - BFSI (2-5 yrs)

Surat/Gujarat Job Code: 298339

- The Banking Relationship Manager plays a crucial role in the financial institution, serving as a primary point of contact for clients, managing their financial needs, and building long-term relationships.

Key Responsibilities :

- Develop and maintain strong relationships with new and existing clients.

- Understand client financial objectives, needs, and preferences.

- Serve as the main point of contact for all banking services and queries.

- Provide financial guidance and advice tailored to individual client circumstances.

- Ensure compliance with banking regulations and internal policies.

- Maintain accurate and up-to-date client records and documentation.

Requirements :

- Qualification : Any Graduation/Post Graduation

- Experience : Minimum 2 to 5 Years in Sales and Marketing in the Banking, Life Insurance or Investment Domain

- Sales and negotiation skills.

- Knowledge of banking regulations and compliance standards.

Contact : 9870069620

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