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06/11 Shrutam Kotadiya
Consultant at TekPillar

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Associate Relationship Manager - Sales - Banking (2-4 yrs)

Goa Job Code: 350727

Roles and Responsibilities :

- Build and maintain strong relationships with existing and potential high-net-worth clients.

- Conduct regular client meetings to understand their financial goals and provide customized solutions.

- Analyze clients' financial portfolios and recommend appropriate banking and investment products.

- Stay updated on market trends and economic conditions to offer informed advice.

- Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities

- Collaborating with other team members and support functions to provide products and service offerings to customers

- Identify opportunities for cross-selling and upselling banking products and services.

- Achieve sales targets set by the bank through proactive client engagement.

- Collaborate with internal teams to deliver a seamless banking experience.

Candidates Requirements :

- Graduation is mandatory

- Minimum 2 years of experience in sales or marketing

- CTC : up to 3.50 LPA + Incentives + Other Benefits

Contact Details :
Shrutam P | HR Team
Phone : +91 7021418037

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