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Client Relationship / Inside Sales / Wealth Management

Keywords / Skills : Portfolio Management, Wealth Management, Investment Management, Investment Advisor, Private Banking

0 - 4 years
Posted: 2018-10-29

Job Description
Role and Responsibilities

A retail Relationship Manager would primarily deal with individual retail customers and advice them on various banking and financial products and services offered by the bank. A wholesale Relationship Manager would be catering to the corporate clients like SME's or large corporations.

Sometimes a Relationship Manager might also be required to supervise other bank employees who communicate with his/her clients, like loan officers etc. A Relationship Manager is expected to have sound financial knowledge as well as thorough information about his/her company's various offerings in order to identify the need of the customer and advice him accordingly. He/she needs to have an understanding of banking regulations, latest products and services, specific markets related to the clients he/she is handling.

Skills Required

A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients

Excellent communication and listening skills

Confidence and Presentation skills

Understanding and interest in financial / banking products and markets

Ability to analyze and research information

Ability to explain complex information clearly and simply

Good sales and negotiation skills

Interested candidate Please call at 9986593344

Waheed Akram

About Company

Proficient HR 360 Solution
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