Platinum Relationship Manager
Experience
Salary
Location
Top Hiring Companies
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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
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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