About the role

Relationship Manager

Job Summary:

The Relationship Manager at Standard Chartered Bank in Fort Mumbai plays a pivotal role in providing personalized banking solutions to clients in the health insurance sector. By fostering strong client relationships and delivering tailored financial advice, the role contributes significantly to the growth and success of the bank's investment objectives.

Key Responsibilities:

Develop: Build and maintain long-lasting client relationships through exceptional service and consistent follow-ups.
Advise: Provide expert guidance on health insurance products, ensuring that clients make informed decisions aligned with their financial goals.
Manage: Oversee client portfolios, tracking performance and conducting regular reviews to ensure satisfaction and optimal returns.
Collaborate: Work closely with cross-functional teams to design and implement solutions that meet client needs and enhance service delivery.
Meet: Achieve individual and team sales targets by utilizing effective strategies to attract new clients and retain existing ones.
Educate: Conduct financial workshops and seminars to enhance client knowledge about health insurance offerings and financial management.
Report: Analyze market trends and client feedback to identify opportunities for improvement and innovation in service offerings.

Requirements:

Bachelor’s degree in Finance, Business Administration, or a related field.
Minimum of 3 years of experience in banking or financial services, preferably focusing on health insurance.
Strong understanding of financial products and client relationship management.
Excellent communication and interpersonal skills to foster strong client relationships.
Proficiency in financial analysis and the ability to create strategic financial plans.
Ability to work independently and collaboratively in a team environment.
Certifications in financial planning or insurance are a plus.

Preferred Qualifications:

Experience with digital banking tools and technologies for improved client interaction.
A proven track record of successful sales and client retention.
Knowledge of regulatory requirements specific to health insurance.
Multilingual abilities to cater to diverse client demographics.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive health and wellness programs for employees and their families.
Generous annual leave and family-friendly policies.
Professional development opportunities to enhance your skills and career growth.
Employee discounts on banking services and products.
Supportive work environment that values diversity and inclusion.
Flexible working hours and the option for remote work.

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