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Relationship Manager

5.00 to 10.00 Years   Delhi,Noida, Bangalore, Chennai, Hyderabad, Gurugram, Pune, Mumbai City   02 Nov, 2024
MACKENZIE MODERN IT SOLUTIONS PRIVATE LIMITED
Job LocationDelhi,Noida, Bangalore, Chennai, Hyderabad, Gurugram, Pune, Mumbai City
EducationNot Mentioned
SalaryRs 10 - 18 Lakh/Yr
IndustryFinancial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Key Responsibilities:
    • Client Acquisition & Relationship Management: Acquire new clients in the healthcare sector and build strong relationships with key decision-makers, acting as their primary banking contact.
    • Financial Advisory: Provide customized banking solutions, including loans, deposits, and investment products, to meet the financial needs of healthcare service providers, suppliers, and institutions.
    • Portfolio Management: Manage the banks asset and liability portfolios, focusing on income growth through loans, CASA (Current Account Savings Account), and fixed deposits.
    • Cross-Selling: Support product groups in cross-selling various banking products, including salary accounts, digital solutions, POS terminals, and specialized accounts for healthcare professionals.
    • Revenue Growth: Drive income growth within the healthcare segment by increasing the banks loan book and deposit base and achieving cross-sell income targets.
    • Customer Engagement: Regularly engage with clients to understand their financial needs, provide solutions, and ensure a high level of customer satisfaction.
    • Market Analysis: Keep track of industry trends, regulatory changes, and competitor activities to identify business opportunities within the healthcare sector.
    • Compliance & Risk Management: Ensure adherence to all internal policies, regulatory guidelines, and risk management frameworks while maintaining client confidentiality.
    Skills and Qualifications:
    • Education: Bachelors degree in Business, Finance, Commerce, or related field. MBA in Finance/Marketing is preferred.
    • Experience: 5 - 8 years of experience in relationship management, especially within the healthcare sector or related industries.
    • Technical Skills: Strong understanding of banking products, including loans, deposits (CASA & FD), and digital banking solutions.
    • Sales Skills: Proven ability to achieve sales targets, grow the portfolio, and drive revenue growth.
    • Communication & Negotiation: Excellent communication and negotiation skills, with the ability to engage effectively with senior management and decision-makers.
    • Customer Service Orientation: Strong focus on customer satisfaction, with the ability to provide tailored financial solutions.
    • Proficiency: Knowledge of CRM tools and MS Office suite, with the ability to analyze data and prepare reports.

Keyskills :
wholesale bankingsmehealthcarebusiness bankingworking capitalrelationship managementsme lendingcost accountant

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