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A relationship manager in a bank works with clients to provide financial services and products, and to maintain positive relationships with them. Their responsibilities include:

Providing financial services: Relationship managers offer a range of products and services, including deposits, loans, insurance, and investments.

Managing client relationships: They ensure that clients are satisfied with the products and services they receive.

Handling transactions: Relationship managers take care of transactions, risk management, and compliance.

Opening accounts: They open accounts for clients.

Educating clients: They present and educate clients on a variety of products and services.

Identifying business growth opportunities: They look for opportunities to grow the bank's business.

Resolving complaints: They resolve any complaints from clients.

Relationship managers need to have a variety of skills, including:
Communication
Creativity
Marketing and sales knowledge
Motivation
Interpersonal skills
Customer service support
Good decision-making abilities
Negotiation skills

Reference : Relationship Manager jobs

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Published at 08-09-2024
Viewed: 62 times