Relationship Manager

14 hours ago

Mangaluru, India Profex Tech Full time

Relationship Manager - Financial Services
Qualification: Any Graduate / Postgraduate

Key Responsibilities:

Client Acquisition & Relationship Management

  • Identify potential customers and generate leads for loan products and liability accounts.
  • Build and maintain strong relationships with both new and existing clients.
  • Understand customer financial needs and provide tailored solutions.

Sales & Product Management

  • Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits.
  • Ensure customer retention by managing liabilities effectively.
  • Achieve sales targets for both loan and liability products.

Market Analysis & Reporting

  • Stay updated with market trends and competitor offerings to optimize sales strategies.
  • Provide insights on sales performance, customer feedback, and market opportunities.

Key Requirements:

Minimum 2 years of experience in the financial sector, handling multiple products.
Strong sales and negotiation skills.
Excellent communication and interpersonal skills.
Ability to manage multiple financial products efficiently.
Knowledge of banking and financial regulations.

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