Relationship Manager, Priority Banking
Published date: 2026/11/07
- Location: Agra, Uttar pardesh, India
Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
• Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member)
• Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance
• Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision
• Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment
• Retain existing high value clients by growth of wallet with the bank through relationship management activities.
• Resolve client queries without further escalation
• Effectively convert service recovery to sales opportunities and sustained client loyalty.
• Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member)
• Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance
• Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision
• Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment
• Retain existing high value clients by growth of wallet with the bank through relationship management activities.
• Resolve client queries without further escalation
• Effectively convert service recovery to sales opportunities and sustained client loyalty.
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