Client Of HR Tech Hiring for Relationship Manager Jobs Opening in Client Of HR Tech at Kollam at Kollam Full Time

Age :

Managing clients’ investment portfolios to ensure financial success

Discussing major financial goals of clients to better understand their objectives

Updating clients and customers on their portfolio activity and success

Maintaining strong relationships with clients to build trust

Proactively seeking new clients for the bank

Developing presentations for new clients to help them understand how the bank can help them

Conducting risk assessments on investment options and reporting them to the client

Ensuring they follow strict banking policies and protocols

Ability to manage relationships to improve relationship value of existing Clients

Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

Decision making skills with strong sense of ownership and ability to work under pressure

Ensure compliance with key regulatory and bank level requirements