Resume Skills and Keywords for Banking Relationship Manager
A banking relationship manager assists clients and consumers with financial planning and investing. They frequently offer clients financial advice and support in order to aid them in achieving their financial objectives. Relationship managers in this position must have a strong awareness of the banking and investment industries in order to ensure that they are following bank policies and keeping track of big hazards that clients or customers want to avoid.
Skills required for a Banking Relationship Manager's role
- Data collection
- Complaint Handling
- Lead Generation
- Customer Service
- Solutions and Result Oriented
- Client Acquisition
- Client Relationships
- Financial Services
- Financial Goals
- Communication
- Relationship Management
What recruiters look for in a Banking Relationship Manager's resume:
- Ability to advise clients by studying their financial needs and suggesting suitable financial packages, and carrying out all banking instructions.
- Prior experience in handling relationship management activities with new and existing clients to grow sales, revenue and market share with relevant sales goals
What can make your Banking Relationship Manager's resume stand out:
A strong summary that demonstrates your skills, experience and background in the Banking sector
- A productive Relationship manager, adept at assessing the financial needs of various clients and offering them banking and financial advisory with a focus on applying knowledge of common financial products and services.
Targeted job description
- Manage clients' investment portfolios to ensure financial success
- Discuss major financial goals of clients to better understand their objectives
- Update clients and customers on their portfolio activity and success
Related academic background
- BBA (Banking) | Boom Institute of Technology and Management | 2018
- Higher Secondary | Vivid Public School | 2015
- Senior Secondary | Vivid Public School | 2013
Sample Resume of Banking Relationship Manager in Text Format
DEEPIKA ARORA
Banking Relationship Manager
9955759489 | deepikaaroraa@gmail.com
Linkedin.com/in/deepika-arora | C-41 Lajpat Nagar -I , New Delhi
SUMMARY
A productive Relationship manager adept at assessing the financial needs of various clients and offering them banking and financial advisory with focus on applying knowledge of common financial products and services.
EDUCATION
- BBA (Banking) | Boom Institute of Technology and Management | 2018
- Higher Secondary | Vivid Public School | 2015
- Senior Secondary | Vivid Public School | 2013
EXPERIENCE / INTERNSHIP
Assistant Relationship Manager
IBS Bank | 2018 - Present
- Completed the assigned tasks of providing financial advice to customers in choosing financial products and services
- Performed responsibilities of selling banking products and services as well as sourcing and maintaining relationships with customers.
- Assisted customers with checking balances, responded to questions about accounts, resolved complaints, and supported on-line banking transactions
- Performed the responsibilities of assisting banking relationship manager in developing sales and marketing goals and objectives.
Intern
UCO Bank | Jun – Aug 2017
- Assisted prospective clients in determining which product and service suits them best and provided them information regarding the policies and procedures of the bank.
- Ascertained that all new and existing clients’ data was properly and condentially documented.
- Prepared les for new clients after collecting all the related documents.
PROFESSIONAL ENHANCEMENTS
Certifications
- Completed 100 days online IT course from GNR University.
Seminars
- Attended seminar on Customer Relationship Management at University.
SKILLS ( TECHNOLOGY / FUNCTIONAL )
- Data collection
- Complaint Handling
- Lead Generation
- Customer Service
- Solutions and Result Oriented
- Client Acquisition
EXTRA-CURRICULAR
Positions of Responsibility
- President of Students' Council for two years
- Coordinator in Inter College Debate competition.
Volunteering
- Volunteered for awareness program on World Health Day, 2017.
Participations / Sports
- Participated in 100m Race at University Annual fest.