Relationship Manager

3 weeks ago


Surat Gujarat, India Skillkart Consultancy Full time

Key Responsibilities - Develop and maintain strong relationships with assigned customers and new prospects - Understand customer financial needs and recommend appropriate banking products and services loans deposits investments insurance etc - Achieve sales and business growth targets through proactive client acquisition and portfolio management - Conduct periodic review of customer portfolios to offer cross-sell and up-sell opportunities - Resolve customer queries and issues promptly to ensure high satisfaction levels - Coordinate with internal teams for seamless delivery of banking services - Ensure compliance with regulatory requirements and bank policies in all dealings - Prepare and submit regular reports on sales customer feedback and market trends - Participate in marketing and promotional activities to expand the customer base Required Qualifications Skills - Bachelor s degree in Finance Commerce Business Administration or related field - Proven experience as a Relationship Manager or similar role in the banking or financial sector typically 2-5 years - Strong understanding of banking products credit processes and financial analysis - Excellent interpersonal and communication skills - Ability to build trust and long-lasting client relationships - Result-oriented with strong sales and negotiation skills - Knowledge of regulatory norms related to banking and lending - Proficiency in MS Office and banking software ref updazz com



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