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Relationship Manager-Financial Services || Lucknow | Kanpur | Bareilly

Relationship Manager-Financial Services || Lucknow | Kanpur | Bareilly

Profex Tech

3 - 8 years

1 - 3 Lacs

Bareilly Kanpur Lucknow

Posted:1 day ago| Platform:

Apply

Skills Required

Personal Loans Financial Advisory Relationship Manager Insurance FD Negotiation Customer Service Financial Services Liabilities Management Banking And Finance Business Loans Credit Cards Lead Generation Sales Financial Products Sales Development Market Analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager Financial Services

Key Responsibilities:

Client Acquisition & Relationship Management

Identify potential customers and generate leads for loan products and liability accounts.
Build and maintain strong relationships with both new and existing clients.
Understand customer financial needs and provide tailored solutions.

Sales & Product Management

Promote and sell financial products, including
Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits
.
Ensure customer retention by managing liabilities effectively.
Achieve sales targets for both loan and liability products.

Market Analysis & Reporting

Stay updated with market trends and competitor offerings to optimize sales strategies.
Provide insights on sales performance, customer feedback, and market opportunities.

Key Requirements:

2 years

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