Financial Relationship Manager

2 weeks ago

Singapore beBeeRelationship Full time $80,000 - $150,000
Job Overview:

The role of a Financial Relationship Manager involves establishing and maintaining strong relationships with customers to deliver exceptional customer service. This is achieved through effective communication, cross-selling, and upselling financial products to meet sales targets.

To be successful in this position, you will need to stay updated on the bank's products and services, effectively communicate product features and benefits to customers, and assist them in selecting the right banking products to meet their financial needs.

This requires achieving and exceeding monthly sales targets, identifying opportunities for revenue generation, and collaborating with team members to enhance overall sales performance.

You will also be responsible for assisting customers in completing necessary documentation for various financial transactions, ensuring accuracy and compliance with financial regulations, and processing the forwarding of account openings, loan applications, and other financial transactions efficiently.

In addition, you will be required to stay informed about and adhere to all relevant banking/financial regulations and compliance standards, address and resolve customer issues and complaints in a timely and effective manner, and work closely with team members to achieve overall goals.

Key Responsibilities:
  1. Establish and maintain strong customer relationships
  2. Deliver exceptional customer service
  3. Achieve and exceed sales targets
  4. Stay updated on bank products and services
  5. Assist customers with financial transactions
  6. Ensure compliance with financial regulations
What We Offer:
  • Opportunities for career growth and development
  • Competitive compensation and benefits package
  • Collaborative and dynamic work environment

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