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Premier Relationship Manager in Branch Banking

4.00 to 9.00 Years   Rajkot   03 Sep, 2023
TEKPILLAR
Job LocationRajkot
EducationNot Mentioned
SalaryRs 6 - 14 Lakh/Yr
IndustryBanking
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    We are looking for a Relationship Manager in the Branch Banking Department for Indias Leading Bank. Who has a strong expertise of selling investment banking products and hand on experience of 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:
    • Bachelors degree in Finance, Business, Economics, or related field
    • Strong understanding of banking products, financial markets, and investment strategies
    • Excellent communication, interpersonal, and networking skills

Keyskills :
branchwealthbrokingbankingsalesportfolioinvestmentmanagementdirectmutualhni

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