Relationship Manager

Job Description Summary

We are seeking an experienced Relationship Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey.

Job Description

• Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships
• Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.
• Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor tax, investments or banking products and services accordingly.
• Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.
• Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, cross-selling, and revenue generation.
• Client Retention: Actively manage client relationships to minimize attrition and maintain long-term loyalty.
• Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effectively.
• Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).
• Market Knowledge: Stay updated on market trends, new products, and regulations to provide informed advice to clients

Desired Skill

• Excellent Communication Skills: Strong verbal and listening abilities to effectively present loan options, address customer inquiries, and handle objections.
• Sales Acumen: Proven track record of successful sales experience, preferably in financial services or business loan sales.
• Financial Knowledge: Basic understanding of financial statements, credit analysis, and loan structuring.
• Persuasive Negotiation Skills: Ability to negotiate loan terms and conditions to reach mutually beneficial agreements with clients.
• Customer Service Orientation: Commitment to providing exceptional customer service throughout the sales process.
• Resilience and Persistence: Ability to handle rejection and maintain a positive attitude while consistently pursuing leads.

Experience Required:

• Minimum 2 years of experience as a Relationship Manager in a bank, financial services company, or fintech company offering tax, loans, and insurance services.
• Proven ability to meet sales targets in a competitive environment, preferably in the BFSI sector.

Qualifications:

• BBA, MBA, or equivalent qualifications in finance, business administration, or related fields.

Perks & Benefits:

• Salary: Competitive and higher than industry standards.
• Quarterly Incentives: Performance-based incentives to reward high achievers.

Why Join Us?

As a Relationship Manager with our Fintech company, you will have the opportunity to work in a fast-paced, growth-oriented environment with access to a variety of innovative financial products. If you are passionate about helping clients achieve their financial goals through tax planning, loans, and insurance, we invite you to apply and be part of a dynamic team committed to excellence.

Industry: BFSI (Banking, Financial Services, and Insurance) / Fintech

Department: Sales

Location : Corporate Office - Naraina Vihar - Ring Road, Above Naraina Metro Station.

Working days and timing :

Monday to Friday (9:30 AM - 6:30 PM)

Saturday (9:30 AM - 4 PM)

Call HR

Ms Asha

eMail us at - or