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Relationship Manager
HSBC • Full-time
Jun 2006 - Dec 2006 • 6 mos
Retail Banking Relationship Manager Works with individual customers, especially higher-value clients. - Understanding a customer's financial goals and needs. - Recommending products such as savings accounts, loans, mortgages, credit cards, investments, and insurance. - Assisting with account-related issues and service requests. - Monitoring customer satisfaction and retention. - Identifying opportunities to cross-sell additional banking products. - Meeting sales and revenue targets. - Maintaining existing clients. - Introduce new clients to the investment products that currently the bank have.