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