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3.0 - 8.0 years
5 - 12 Lacs
Delhi NCR, , India
On-site
Role Overview: The Relationship Manager is responsible for managing a portfolio of high-value Current and Savings Account (CASA) customers. The role focuses on deepening relationships, addressing financial needs, providing tailored banking solutions, and driving business growth through effective cross-selling and customer engagement. Key Responsibilities: Portfolio Management Manage and enhance relationships with high-value CASA customers and business clients Understand client profiles and offer personalized banking solutions based on their financial needs Business Development & Cross-Selling Generate incremental business through cross-selling of banking products including loans, insurance, investment products, and digital services Identify and capitalize on new opportunities to expand the client portfolio Customer Engagement & Service Ensure consistent engagement with customers to build trust and long-term relationships Provide prompt resolution to client queries and ensure a superior customer experience Sales Process & Risk Adherence Follow the bank's sales processes and compliance policies diligently Adhere to risk management protocols while dealing with customer requirements Learning & Development Stay updated with the latest banking products, services, and market trends Pursue continuous professional development to align with evolving customer and business expectations
Posted 4 days ago
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