Relation Manager Praivet Banking

The core responsibilities involve managing the client portfolio effectively to drive increased sales and promote cross-selling by offering additional products to existing clients while also generating potential leads through referrals. A key aspect of the role is analyzing individual client needs thoroughly to ensure cross-selling opportunities and deliver tailored solutions alongside providing clients with regular updates on market trends and insights.

Achieving the annual financial targets is a primary responsibility supported by the continuous growth of the client baseboth by deepening relationships with existing clients and acquiring new ones in alignment with the banks strategic goals. The role also includes offering expert advisory on wealth management and investment solutions tailored to high-net-worth individuals based on accurate risk profiling.

Ensuring clients receive periodic investment portfolio reports is essential along with maintaining high standards of efficiency and service quality to enhance the overall customer experience. Proactively resolving client complaints and delivering superior service recovery is a crucial part of ensuring satisfaction and loyalty.

The role contributes directly to the banks profitability and growth by driving sales of banking products and ensuring sound portfolio management. High standards of service must be maintained including ensuring that all submitted applications meet quality requirements. Adherence to audit controls is vital to eliminate any potential fraud risks or unnecessary exposures.

Additionally effective communication and coordination with various internal departments are required to uphold and improve customer service standards. The role also involves handling any additional responsibilities assigned by the direct manager.

Qualifications :

Required Skills and Abilities:

• Accountability and ownership.

• Excellence and innovation with initiative self-motivation and the ability to work both independently and as part of a team.

• Teamwork collaboration and a generally positive attitude.

• Customer focus and service orientation.

• Strong interpersonal and communication skills.

• Problem-solving and decision-making capabilities.

• Strong follow-up and coordination abilities

Additional Information :

Required Skills

• Accuracy in work

• Analytical skills

• Communication and interpersonal skills

• Time management skills

• Ability to coordinate and follow up

• Planning and organizational skills

• Ability to handle work pressure and unexpected developments

• Problem-solving ability

Remote Work :

No

Employment Type :

Full-time