Platinum Relationship Manager
Experience
Salary
Location
Job Description
- Build and maintain strong relationships with clients to understand their financial goals and provide personalized solutions
- Act as a financial advisor, providing guidance on investment options and wealth management strategies
- Collaborate with internal teams to ensure clients receive superior service and support
- Meet and exceed sales targets by cross-selling banking products and services
- Stay up to date on market trends and industry developments to provide informed recommendations
- Foster a culture of trust, integrity, and professionalism with clients and colleagues.
Designation
Platinum Relationship Manager
Key Skills
Industry
Banking & Financial Services
Functional Area
Banking
Employment Type
Full Time
Education
No Formal Education
Job Type
Work From Office
Assessment Details
Relationship Officer Quiz
30 Minutes
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