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Bricks Solutions Financial Consultancy

Relationship Manager

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  • 3 months ago
  • Be among the first 50 applicants
Exp: 2-6 Years
4,000 - 10,000 AED

Wealth Management,

Financial Services,

Insurance,

Life Insurance

Job Description

Description

We are looking for a Relationship Manager to join our team in the Gulf region. The ideal candidate should have 2-6 years of experience in relationship management or sales, preferably in the banking or financial services industry. The role requires excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. The successful candidate will be responsible for managing and maintaining relationships with clients, identifying their needs and providing solutions to help them achieve their financial goals.

Responsibilities

  • Build and maintain strong relationships with clients
  • Identify clients financial needs and provide tailored solutions
  • Cross-sell and upsell financial products and services to clients
  • Develop and implement strategies to acquire new clients
  • Collaborate with internal teams to ensure client satisfaction and retention
  • Analyze market trends and competitor activities to identify new business opportunities
  • Prepare and deliver presentations and proposals to clients

Skills and Qualifications

  • Bachelor's degree in business, finance or related field
  • 2-6 years of experience in relationship management or sales, preferably in the banking or financial services industry
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and as part of a team
  • Proven track record of meeting and exceeding sales targets
  • Knowledge of financial products and services
  • Experience in customer relationship management software
  • Fluent in English, Hindi, any regional language skills would be a plus

Date Posted: 03/08/2024

Job ID: 87390507

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About Company

Bricks Solutions Financial Consultancy is a financial advisory firm specializing in providing comprehensive financial planning and consultancy services. Our expertise spans a wide range of services including financial planning, investment management, tax planning, risk management, and retirement planning. With a focus on personalized solutions, Bricks Solutions Financial Consultancy aims to help clients achieve their financial goals and secure their financial future.

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Last Updated: 25-10-2024 01:02:19 PM
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