Banking Relationship Manager

2 weeks ago

Gurgaon, Haryana, India Fia Technology Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Banking Relationship Manager

Location: Gurgaon

Department: Sales

Experience: 45 YearsYears

Qualification - Graduate

Industry Preference: BFSI / Fintech / Insurance / Telecom / AECS domain (Aadhaar Enabled Citizen Services)

About Us:

We are seeking a dynamic and customer-focused Banking Relationship Manager to manage and grow client portfolios, ensure superior service delivery, and drive business growth. The role requires expertise in client relationship management, cross-selling banking products, and ensuring operational excellence through data-driven insights and process efficiency.

Key Responsibilities:

  • Manage a portfolio of high-value clients ensuring strong, long-term relationships.
  • Identify customer financial needs and provide tailored banking solutions to enhance portfolio profitability.
  • Achieve assigned revenue and business growth targets through cross-selling of products such as CASA, loans, and digital banking services.
  • Ensure timely resolution of client queries and escalations, maintaining high levels of customer satisfaction.
  • Conduct periodic health checks and relationship reviews with clients to identify opportunities for upselling or retention.
  • Collaborate with internal teams to ensure seamless service delivery across all banking platforms and systems.
  • Maintain detailed MIS and reports on portfolio performance, client feedback, and operational metrics.
  • Stay updated with market trends and competitor offerings to provide insights for product improvement.

Key Skills & Competencies:

  • Strong relationship management and client servicing abilities.
  • Excellent communication, negotiation, and presentation skills.
  • Proficient in CRM tools such as Salesforce, CX Portal, and Metabase.
  • Strong analytical and problem-solving approach.
  • High attention to detail and commitment to service excellence.

Educational Qualification:

  • MBA in Marketing / Finance from a recognized institution.
  • BBA or equivalent undergraduate degree.

Preferred Background:

  • Prior experience in Customer Success, Client Servicing, or Relationship Management in Banking, NBFC, or Fintech sector.
  • Proven ability to manage high-value portfolios and meet performance goals.

About company

FIA Global, a fintech organization operating in the Banking Correspondent business, is dedicated to "Creating an impactful future and Transforming billion lives."

FIA Global aggregates socially impactful products and services and delivers them to low-income masses through our extensive distribution network of micro-entrepreneurs. FIA Global expertise lies in: - developing technology for mobility and online payment solutions for the masses, - creating and managing distribution networks for our partners, - designing analytics and risk management tools for optimizing networks, and - implementing financial inclusion programs.

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