Relationship Manager| Priority Banking
- Category: Bank Jobs
- Location: Agra, Uttar pardesh
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 33K
- Published on: 2025/09/20
Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
• Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member)
• Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance
• Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision
• Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment
• Retain existing high value clients by growth of wallet with the bank through relationship management activities.
• Resolve client queries without further escalation
• Effectively convert service recovery to sales opportunities and sustained client loyalty.
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