Relationship Manager

11 hours ago

Ram Nagar Coimbatore Tamil Nadu, India HeadStart Solutions Full time ₹ 4,92,600 - ₹ 5,40,360 per year

We are seeking a motivated and customer-focused Relationship Manager (Sales) with at least 3 years of banking experience to drive business growth through effective client acquisition, relationship management, and cross-selling of banking products. The ideal candidate will have a proven record of achieving sales targets, managing client portfolios, and providing superior customer service.

Key Responsibilities:

  • Acquire new customers through direct sales, referrals, and business networking.
  • Manage and enhance relationships with existing clients to ensure high customer satisfaction and loyalty.
  • Achieve assigned sales and revenue targets across products (savings, current accounts, loans, credit cards, insurance, etc.).
  • Conduct regular client meetings to understand financial needs and provide suitable product recommendations.
  • Coordinate with internal teams (operations, credit, compliance) to ensure smooth onboarding and service delivery.
  • Maintain and update client records in CRM systems in line with compliance requirements.
  • Monitor account performance and proactively address customer queries or issues.
  • Stay updated on market trends, competitor activities, and regulatory changes.

Key Skills & Competencies:

  • Strong sales and negotiation skills.
  • Excellent communication and interpersonal abilities.
  • Customer-centric approach with problem-solving attitude.
  • Sound understanding of banking products and services.
  • Ability to work under pressure and achieve sales targets.
  • Knowledge of KYC norms and banking compliance.

Qualifications:

  • Bachelor's degree in business administration, finance, commerce, or a related field.
  • MBA or postgraduate qualification (preferred).
  • Minimum 3 years of experience in sales or relationship management in the banking or financial services industry.

Job Type: Full-time

Pay: ₹41, ₹45,000.30 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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