About the role

Exclusive Relationship Manager

Job Summary:

The Exclusive Relationship Manager at Jana Small Finance Bank plays a crucial role in fostering and maintaining strong customer relationships. This position is designed for passionate individuals who are committed to providing exceptional service and tailored financial solutions, significantly contributing to the bank's growth and customer satisfaction.

Key Responsibilities:

Develop and manage a portfolio of high-net-worth clients, ensuring personalized attention and tailored banking solutions.
Conduct regular client meetings to assess financial needs and offer appropriate products and services.
Build and strengthen long-term relationships based on trust and excellence in service delivery.
Collaborate with internal teams to ensure seamless service and support for clients' diverse financial needs.
Identify new business opportunities and proactively engage clients to expand the bank's services.
Stay updated on market trends and financial products to act as a trusted advisor for clients.
Provide insights and feedback to management on customer preferences and market opportunities.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field; MBA is a plus.
Minimum of 3-5 years of experience in relationship management in the banking or financial services industry.
Strong understanding of banking products and financial markets.
Exceptional communication and interpersonal skills to build rapport with clients.
Demonstrated ability to meet and exceed sales targets in a competitive environment.
Proficient in financial analysis and customer relationship management (CRM) software.
Ability to work independently and as part of a team, with strong organizational skills.

Preferred Qualifications:

Previous experience working with high-net-worth individuals or clients.
Advanced financial planning certifications such as CFP or CFA.
Proven track record in cross-selling financial products and services.
Excellent negotiation and problem-solving skills.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive health and wellness benefits including medical, dental, and vision coverage.
Opportunities for professional development and career advancement.
Flexible working hours and work-from-home options.
Employee recognition programs and team-building activities.
Generous leave policy including annual leave and public holidays.
Access to exclusive financial products and services.

Exclusive RM