[Apply in 3 Minutes] Relationship Manager

5 days ago


Chennai, India Petpooja Full time

Roles and Responsibilities:- Build and maintain strong, long-term relationships with existing and prospective clients. - Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes. - Act as the primary point of contact for clients regarding financial product inquiries. - Meet or exceed sales and revenue targets by upselling financial products and services. - Conduct regular client meetings to review financial status and update service needs. - Properly collect basic documents & stay updated during all processes. - Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery. - Stay updated on banking regulations, market trends, and financial product developments.Additional Qualification and Skills:- Bachelor's degree in Finance, Business, Economics, or related field. - 1+ years of experience in banking, financial services, or relationship management. - Strong understanding of financial products, banking regulations, and compliance. - Excellent communication, negotiation, and interpersonal skills. - Proven track record of meeting sales goals and delivering exceptional customer service.Email: aastha.wadhwa@petpooja.com



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