Relationship Manager
3 days ago
Key Responsibilities:
- Develop and manage strong long-term relationships with existing and prospective clients.
- Identify client needs and provide tailored financial and credit solutions.
- Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition.
- Ensure smooth onboarding of clients and provide post-sales service and support.
- Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value.
- Conduct regular follow-ups with clients to ensure timely repayment and resolve queries.
- Maintain compliance with company policies, credit guidelines, and regulatory standards.
- Prepare reports and updates on client interactions, business progress, and market trends.
Key Skills & Competencies:
- Strong communication and interpersonal skills.
- Ability to understand financial products and explain them effectively.
- Sales-driven and target-oriented mindset.
- Problem-solving and negotiation skills.
- Customer-centric approach with relationship management ability.
- Good knowledge of local market and financial industry trends.
Qualifications & Experience:
- Graduate/Postgraduate in Finance, Business, or related field.
- 2–4 years of experience in banking, NBFC, or financial services (credit/loan/wealth management preferred).
- Proven track record of meeting sales targets and managing client relationships.
Job Types: Full-time, Permanent
Ability to commute/relocate:
- Panchkula, Haryana: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Required)
Language:
- English (Required)
Shift availability:
- Day Shift (Required)
Work Location: In person
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