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3 Customer Portfolio Jobs

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Relationship Manager - RBB SkillLabs

3.0 - 8.0 years

1 - 6 Lacs

Gurgaon, Haryana, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

Posted 2 months ago

Apply
SkillLabs logo
Relationship Manager - RBB SkillLabs

4.0 - 9.0 years

1 - 6 Lacs

Udaipur, Rajasthan, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

Posted 2 months ago

Apply
SkillLabs logo
Relationship Manager - RBB SkillLabs

3.0 - 8.0 years

1 - 6 Lacs

Dehradun, Uttarakhand (Uttaranchal), India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

Posted 2 months ago

Apply
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