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Item ID 2564050 in Category: Jobs - Full Time Jobs

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Work as Relationship Manager to assist Shape User Success


Work as Relationship Manager to assist Shape User Success
Job Description
Experience: 0 to 3 yrs
Salary: Based on Previous Experience

Challenges:
The banking industry is moving away from transactional services and towards highly customised, digitally integrated wealth and financial health management. Relationship managers (RMs) who can use advanced data analytics and digital tools to provide customised financial solutions, anticipate client needs before they exist, and serve as a reliable, comprehensive financial advisor are essential in the future. Our goal is to become our clients' main loan and financial partner, earning their lifelong loyalty by providing outstanding service.

What you will do:
providing an excellent and seamless customer experience by acting as the one point of contact for all banking, loan, and investment needs.
identifying and recommending suitable products, such as loans, mortgages, insurance, investments, and wealth management services, by proactively evaluating customers' financial objectives and carrying out thorough financial evaluations.
strengthening client relationships through consistent, valuable communication, effectively handling complicated problems, and, where needed, connecting clients with bank experts.
obtaining new high-net-worth (HNW) or priority customers via networking, targeted outreach, and referrals, which helps the branch's loan and deposit portfolio grow.
conducting client transactions and providing advise while strictly adhering to all regulatory and compliance norms.

We invite you to apply and explore this exciting opportunity!
Warm Regards,
HR - Maria
88708 33430
infohrmaria04@gmail.com


Target State: Tamil Nadu
Target City : Chennai
Last Update : 18 November 2025 11:44 AM
Number of Views: 3
Item  Owner  : Maria
Contact Email:
Contact Phone: 8870833430

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