Relationship Manager, Retail Banking
Core
Provide personalized financial solutions and banking services to individual clients, including investment and insurance advice.
Role type
Senior IC relationship manager (retail banking)
Builds
Client portfolios and sales targets
Domain
Retail banking / Personal finance
Deliverable
client delivery
Required skills
client relationship management, sales target achievement, financial product knowledge, market trend analysis, regulatory compliance awareness
Preferred skills
MS Office proficiency, banking software familiarity
Responsibilities
Develop and maintain strong client relationships, provide expert advice on banking products, identify new business opportunities, conduct regular client reviews, collaborate with internal teams, stay updated on market trends and regulations