Financial Relationship Manager

5 days ago


Bengaluru, Karnataka, India Call For Jobs Full time
Job Description

We are seeking a motivated and results-driven Financial Relationship Manager to join our team at Call For Jobs.

The ideal candidate will have 0 - 2 years of experience in Field Sales, preferably with liability or insurance sales experience. A strong academic background, including graduation from a reputable institution, is also essential.

This role involves acquiring new customers through various channels, such as campaigns, branch walk-ins, referrals, and industry associations. The successful candidate must possess excellent selling skills, good communication skills, and the ability to convince customers.

The Financial Relationship Manager will be responsible for:

  • Meeting or exceeding sales targets by developing new relationships and leveraging existing ones within the customer base;
  • Ensuring timely opening of accounts and providing a smooth onboarding experience to new-to-bank customers;
  • Understanding and complying with KYC and AML guidelines, as well as Bank policies and guidelines.

The ideal candidate should have a customer service attitude, negotiation and relationship-building skills, and the ability to work under pressure. Additionally, they should be able to achieve overall numbers and value targets as per the scorecard.

A competitive estimated salary of ₹4,00,000 - ₹7,00,000 per annum is offered, depending on experience. This remuneration package reflects the importance we place on this role in growing our Liabilities business.

If you are a talented and ambitious individual looking to launch your career in field sales, please apply for this exciting opportunity.



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