Relationship Manager Jammu (India)

Relationship Manager Jammu (India)

13 Oct
|
Finbros Capital Advisory Private
|
India

13 Oct

Finbros Capital Advisory Private

India

We are seeking a dedicated and results-driven Relationship Manager to join our team in Jammu-Kashmir. The ideal candidate will have a robust background in relationship management and a passion for providing exceptional customer service. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering tailored solutions to help them achieve their financial goals.

Key Responsibilities:
Develop and maintain relationships with clients to understand their financial needs and objectives.
Provide expert advice on a range of financial products including mutual funds, insurance, and investment banking services.
Engage in cross-selling and upselling of products to enhance client portfolios and meet sales targets.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals and make recommendations for adjustments as necessary.




Collaborate with branch banking teams to ensure seamless service delivery and client satisfaction.
Stay updated on market trends and financial products to provide informed advice to clients.
Ensure compliance with regulatory requirements and internal policies while managing client accounts.

Required Skills:
Robust relationship management skills with a focus on customer satisfaction.
Knowledge of retail banking, branch banking, and wealth advisory services.
Experience in cross-selling and upselling financial products.
Familiarity with mutual funds, insurance sales, and investment banking.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.

If you are a motivated individual with a passion for finance and client service, we encourage you to apply for this exciting prospect to make a significant impact in the financial lives of our clients.

📌 Relationship Manager Jammu (India)
🏢 Finbros Capital Advisory Private
📍 India

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