Relationship Manager
- Umind Consulting
- 2 to 4 Yrs
- Thrissur
- 5 months ago
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Job Description
Relationship Manager
Key Responsibilities:
Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs.
Act as the main point of contact for clients, addressing inquiries and providing personalized financial advice.
Identify and pursue opportunities to expand the bank's client base through networking and relationship-building.
Proactively promote a range of banking and financial products and services.
Assess clients' financial situations and provide strategic advice on investments, wealth management, and other financial products.
Collaborate with specialists to offer comprehensive financial solutions.
Manage and grow a portfolio of clients, ensuring that their financial objectives are met.
Monitor investment performance and adjust strategies as needed.
For more details kindly contact :
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Employement Category:
Employement Type: Full timeIndustry: Banking
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager
Keyskills: relationship building sales customer service
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Umind Consulting
U Mind Consulting , is one of the fastest growing Consulting organisation in Kerala, with hand full years of experience in Human Resource Consulting, Training and Corporate Wellness. We believe that building Human Capital is the way to build organizations and wealth. We help out our clients find n...
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