Relationship Manager
16 hours ago
Job Summary
We are seeking a Relationship Manager to build and maintain strong customer relationships, drive business growth, and provide tailored financial solutions. The RM will manage a portfolio of clients, identify their banking needs, and ensure a high standard of service while achieving sales and revenue targets.
Key Responsibilities
- Manage and grow a portfolio of individual or business clients.
- Identify customer needs and recommend appropriate banking products (loans, deposits, investments, etc.).
- Conduct regular client meetings, reviews, and financial assessments.
- Achieve sales, cross-selling, and revenue targets.
- Ensure compliance with bank policies, regulatory guidelines, and KYC/AML requirements.
- Resolve client issues promptly and maintain high customer satisfaction.
- Collaborate with internal teams to deliver seamless service.
Requirements
- Bachelor's degree in Business, Finance, or a related field.
- 2–5 years of experience in banking sales, customer relationship management, or financial advisory.
- Strong communication, negotiation, and customer service skills.
- Proven ability to meet sales targets.
- Knowledge of banking products and financial services.
Key Skills
Customer-focused, sales-driven, strong interpersonal skills, problem-solving, professionalism.
Job Types: Full-time, Permanent, Fresher
Pay: ₹179, ₹541,927.29 per year
Benefits:
- Commuter assistance
- Health insurance
- Leave encashment
- Paid sick time
- Provident Fund
Work Location: In person
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