Capital Small Finance Bank logo

Relationship Manager

Capital Small Finance Bank

1 - 5 years

7 Lacs

Delhi

Posted:8 hours ago

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Job Description

Job Title: Relationship Manager

Job Summary: The Relationship Manager is responsible for building and maintaining strong relationships with customers, understanding their financial needs, promoting suitable banking products, and achieving sales and service targets while ensuring high customer satisfaction.

Key Responsibilities:

  • Build and maintain long-term relationships with customers.
  • Acquire new customers through referrals and leads.
  • Cross-sell banking products such as CASA, loans, insurance, FD & RD
  • Provide financial solutions based on customers' needs.
  • Achieve monthly sales and business targets.
  • Resolve customer queries and ensure excellent service.
  • Maintain accurate customer records and follow compliance guidelines.
  • Regularly follow up with existing customers to strengthen relationships.
  • Required Skills:
  • Strong communication and interpersonal skills.
  • Sales and negotiation abilities.
  • Customer-focused approach.
  • Problem-solving and relationship management skills.
  • Basic knowledge of banking products and financial services.

Qualification:

  • Graduate in any discipline.
  • 1–5 years of experience in banking, sales, or customer relationship management (depending on the role).

Preferred Experience:

  • Experience in retail banking, BFSI sales, or customer relationship management.
  • Proven track record of achieving sales targets.

Pay: Up to ₹60,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Leave encashment
  • Paid sick time
  • Provident Fund

Work Location: In person

Skills Required

Banking Products Sales and Service Customer Satisfaction Insurance Sales Customer Queries Strong Communication Relationship Management Financial Services Banking Sales Customer Relationship Management Retail Banking

Free courses, interview questions and practice for each skill.

Job Type

Full Time

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Capital Small Finance Bank logo
Capital Small Finance Bank

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