Banking Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
1-6 years
Bangalore
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 3 Jan 2027

Posted: 1 week ago
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Job Description
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Job Description

We are seeking a motivated and experienced Banking Relationship Manager to join our team in Karnataka. The ideal candidate will have a strong background in banking products and services, particularly in CASA (Current Account and Savings Account), demat accounts, and insurance products. As a Banking Relationship Manager, you will be responsible for managing client relationships, providing financial advice, and promoting various banking products to meet customer needs.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored banking solutions.
  • Promote and sell banking products including CASA, demat accounts, and insurance to achieve sales targets.
  • Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
  • Collaborate with internal teams to ensure seamless service delivery and customer satisfaction.
  • Stay updated on market trends and competitor offerings to effectively position our products.
  • Prepare and present reports on sales performance and client feedback to management.

Required Skills:

  • Strong knowledge of banking products, particularly CASA, demat accounts, and insurance.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with clients.
  • Strong sales and negotiation skills.
  • Proficiency in financial analysis and problem-solving.
  • Familiarity with regulatory requirements in the banking sector.

If you are passionate about banking and have a proven track record in relationship management, we encourage you to apply for this exciting opportunity to grow your career with us.

Skills

Saving AccountCurrent AccountDematCasaInsurance

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