Relationship Manager

Job Title: Relationship Manager
Experience: 0–2 Years
Department: Sales / Client Relations / Wealth Management
Location: India

Role Overview

The Relationship Manager will be responsible for developing and maintaining strong customer relationships, understanding client needs, and supporting them with appropriate financial products or services. This role suits freshers or early-career professionals with strong communication skills and an interest in financial services.

Key ResponsibilitiesClient Engagement & Servicing

• Build and maintain long-term relationships with clients.
• Assist new customers with onboarding, documentation, and account setup.
• Address client queries, complaints, and service requirements promptly.
• Provide regular updates on products, services, and account status.

Sales & Business Development

• Identify potential clients and generate new business opportunities.
• Promote banking/financial products (loans, investments, insurance, accounts, etc.) based on customer needs.
• Meet monthly/quarterly sales and relationship targets.
• Maintain proper follow-up and conversion tracking.

Portfolio & Account Management

• Support in analyzing customer profiles to recommend suitable products.
• Cross-sell and upsell products to increase client value.
• Monitor client accounts to ensure activity, retention, and satisfaction.

Documentation & Compliance

• Ensure all customer documents are collected, verified, and compliant with regulatory guidelines.
• Maintain accurate records in CRM and follow company policies.
• Coordinate with internal teams (operations, compliance, credit) for smooth client servicing.

Required Skills & Competencies

• Strong communication and interpersonal skills.
• Ability to build trust and rapport with customers.
• Basic understanding of financial products (savings, loans, investments, insurance).
• Problem-solving skills with a client-first approach.
• Good organizational and follow-up abilities.
• Proficiency in MS Office and CRM tools is an advantage.

Education Qualifications

• Bachelor’s degree in Business, Finance, Commerce, or related field.
• Freshers with internships in banking/finance are encouraged to apply.
• NISM / IRDA certifications (optional but advantageous).

Job Type: Full-time

Pay: ₹11,515.27 - ₹30,000.00 per month

Work Location: In person