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Relationship Manager

Relationship Manager

Petpooja

1 - 6 years

3 - 5 Lacs

Mumbai Suburban Navi Mumbai Mumbai (All Areas)

Posted:4 weeks ago| Platform:

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Skills Required

Cross Sales Field Sales B2B Sales Sales Cross Selling EDC Field Work Loan Sales

Work Mode

Hybrid

Job Type

Full Time

Job Description

Roles and Responsibilities: Build and maintain strong, long-term relationships with existing and prospective clients. Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes. Act as the primary point of contact for clients regarding financial product inquiries. Meet or exceed sales and revenue targets by upselling financial products and services. Conduct regular client meetings to review financial status and update service needs. Properly collect basic documents & stay updated during all processes. Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery. Stay updated on banking regulations, market trends, and financial product developments. Additional Qualification and Skills: Bachelors degree in Finance, Business, Economics, or related field. 1+ years of experience in banking, financial services, or relationship management. Strong understanding of financial products, banking regulations, and compliance. Excellent communication, negotiation, and interpersonal skills. Proven track record of meeting sales goals and delivering exceptional customer service.

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Petpooja

www.petpooja.com

Hospitality/Technology

Ahmedabad

51-200 Employees

106 Jobs

Key People

Ravi Shukla

Co-founder & CEO
Pratik Shah

Co-founder & CTO
Bhavesh Kachhiya

Co-founder

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