Relationship Manager
Published date: 2024/01/10
- Location: Gujarat, Ahmedabad, India
Here are the main responsibilities of a relationship manager in a bank:
Maintain a strong relationship with the clients and build trust among them.
Discuss the primary financial goals of clients and help them achieve these goals.
Manage clients' investment portfolios to provide them with guaranteed financial success.
Conduct risk assessments on the investment options and report them to the client.
Follow stringent banking protocols and policies.
Develop presentations for clients and help them understand how the bank can help them.
Update the customers and clients on their portfolio success and activity
Job Type: Full-time
Salary: ₹20,000.00 - ₹35,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
Experience:
Sales: 1 year (Preferred)
Work Location: In person
Speak with the employer
+91 8189053487
Maintain a strong relationship with the clients and build trust among them.
Discuss the primary financial goals of clients and help them achieve these goals.
Manage clients' investment portfolios to provide them with guaranteed financial success.
Conduct risk assessments on the investment options and report them to the client.
Follow stringent banking protocols and policies.
Develop presentations for clients and help them understand how the bank can help them.
Update the customers and clients on their portfolio success and activity
Job Type: Full-time
Salary: ₹20,000.00 - ₹35,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
Experience:
Sales: 1 year (Preferred)
Work Location: In person
Speak with the employer
+91 8189053487
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