Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equities, etc. to offer expert advice to clients.
• Meet or exceed monthly sales targets by selling insurance products and services that meet customer needs.

Job Requirements :

• 1-20 years of experience in banca or related field (insurance industry).
• Strong knowledge of banking products and services including insurance policies.
• Proven track record in building strong relationships with clients through effective communication skills.