Relationship Manager (Corporate)

Zepcruit

7 years

4 - 5 Lacs

ooty tamil nadu india

Posted:2 days ago| Platform:

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Skills Required

service management portfolio risk analyze portfolios compliance transactions networking communication negotiation integrity finance certifications retention

Work Mode

On-site

Job Type

Full Time

Job Description

This role is for one of Zepcruit's clients.
Role Overview:The Relationship Manager (RM) will be responsible for managing and deepening customer relationships, driving business growth, and ensuring high standards of customer service. The RM will act as a trusted advisor to clients, offering banking products, wealth solutions, and financial advisory services tailored to their needs.Key Responsibilities

Client Relationship Management
Build and maintain strong relationships with existing and new customers.
Understand customer’s financial goals and provide suitable banking & investment solutions.
Ensure superior service delivery and high customer satisfaction.
Business Development:
Acquire new customers through referrals, walk-ins, cold calls, and networking.
Cross-sell and upsell banking products including savings accounts, term deposits, loans, credit cards, insurance, and wealth management products.
Meet and exceed monthly/quarterly sales and revenue targets.
Portfolio Management
Monitor customer accounts for profitability, risk, and compliance.
Ensure timely renewal of accounts, loans, and investment products.
Analyze client portfolios and provide periodic reviews to maximize returns and relationship value.
Compliance & Risk Management
Adhere strictly to KYC, AML, and bank compliance policies.
Monitor account activity to prevent fraud, suspicious transactions, and regulatory breaches.
Market Intelligence & Networking
Stay updated with financial markets, competitor products, and customer trends.
Represent the bank at industry forums, events, and networking sessions.
Key Skills & Competencies:
Strong interpersonal and communication skills.
Sales-driven mindset with ability to build trust and long-term relationships.
Knowledge of banking products, financial markets, and regulatory environment.
Problem-solving and negotiation skills.
High integrity, ethical conduct, and customer-first attitude.
Qualifications & Experience:
Graduate/Postgraduate in Finance, Business Administration, or related field.
2–7 years of experience in banking, financial services, or sales (depending on level).
Prior experience as RM/Deputy RM/Assistant RM in retail, corporate, or wealth preferred.
Certifications (like NISM/IRDA for investment & insurance sales) are an added advantage.
Performance Metrics
New client acquisition & revenue generation.
Cross-sell ratio and product penetration.
Portfolio quality (low NPAs, strong CASA ratios).
Customer satisfaction and retention scores.

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