We are seeking an experienced Client Relationship Manager to join our client in the Banking & Finance sector. The ideal candidate will have a strong background in client relationship management, financial services, and portfolio growth. This role requires a professional who can manage high-value clients, build long-term relationships, and deliver tailored financial solutions to support client needs and organizational growth.

Key Responsibilities

• Develop and maintain strong relationships with corporate and high-net-worth clients.
• Act as the primary point of contact for client queries, ensuring prompt and professional resolution.
• Understand client requirements and provide financial solutions aligned with their goals.
• Manage client portfolios, monitor performance, and ensure adherence to compliance and regulatory standards.
• Cross-sell and upsell banking and financial products to maximize client value.
• Collaborate with internal teams including product, operations, and risk management to ensure seamless client service.
• Identify opportunities for business growth through referrals, networking, and market insights.
• Prepare reports on client interactions, business development, and revenue generation.
• Ensure exceptional client experience while maintaining confidentiality and integrity at all times.

Qualifications & Skills

• Bachelor’s degree in Finance, Business Administration, or related field (MBA/PGDM preferred).
• Minimum 8 years of experience in client relationship management within banking, investment, or financial services.
• Strong knowledge of financial products, investment solutions, and regulatory frameworks.
• Proven track record in managing HNI/corporate client portfolios.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work under pressure, manage multiple priorities, and meet targets.
• Proficiency in MS Office and CRM tools.