Relationship Manager-All Banking Product
- Category: Bank Jobs
- Location: Jaipur, Rajasthan
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 22K to 28K
- Published on: 2025/10/05
Key Responsibilities:
• Client Relationship Management:
• Manage and nurture relationships with high-net-worth clients (HNIs).
• Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.
• Provide customized solutions based on clients' requirements and financial goals.
• Sales & Business Development:
• Achieve revenue targets by cross-selling the bank’s range of products and services, including savings, investments, loans, insurance, and wealth management.
• Promote new services and ensure customers are updated about new offerings.
• Identify opportunities for generating business through referrals and market insights.
• Portfolio Management:
• Effectively manage client portfolios, regularly reviewing and recommending changes based on market conditions.
• Provide advice on wealth management and financial planning.
• Guide clients in investment strategies and assist with asset allocation to meet their long-term goals.
Related jobs
-
Service Officer-BRANCH BANKING-Branch Banking
Service Officer Branch Banking KRAs Cash Management Cash Non cash transactional activities Redress customer needs pertaining to cash DDs cheque deposits general information Maintaining speed and accuracy of transactional processes Sensation of the us...
-
Trade Desk Manager
Job Requirements Role/ Job Title: Trade Desk Manager Function/ Department: Branch Banking Job Purpose: Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate wit...
-
Banking Assistant
• Visit customers and keep accurate records • Explain product features and benefits • Achieve sales targets and build customer relationships • Generate leads and negotiate deals • It is a Full Time Field Sales job for candidates with 0 - 3 years of e...