Relationship Manager Sales

Seven Wings Technologies

Key Responsibilities:

• Provide financial solutions to the Priority customers while maintaining high service standards

• Maintain complete customer profile including the risk profile, demographics and assets in the bank

• Enrich relationships and garner higher wallet share through customer engagement activities

• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products

• Identify potential customers who can be sold tailored products to enhance product penetration

• Acquire new customers by converting referral leads

• Achieve targets as assigned by the organization on a monthly basis

• Record and track all engagement activities through the CRM system

• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications:

Optimal qualification for success on the job is:

• Graduation/ Post graduation from a recognized institute

• For Deputy Manager 3+ years managing High Net worth clients

• For Managers 5+ managing High Net worth clients.

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Knowledge of banking products and services

• Ability to manage complex client situations

• Good communication (both verbal and written) skill in both English and the local language

• Ability to handle pressure and meet deadlines

• Good networking and relationship building skills.

• Experience

  2 - 8 Years

• No. of Openings

  50

• Education

  B.Com

• Role

  Relationship Manager Sales

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office