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