Relationship Manager

1 - 4 years

1 - 5 Lacs

navi mumbai pune mumbai (all areas)

Posted:18 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

  • Identify potential catchment areas to acquire HNI/Affluent customers for liabilities products.
  • Execute marketing activities and generate leads for new customer acquisition.
  • Build and maintain a pipeline of leads through references and market activities.
  • Meet potential customers, understand their financial needs, and offer suitable products and solutions.
  • Clearly communicate product benefits, features, and documentation requirements.
  • Ensure accurate and complete account opening processes for superior customer experience.
  • Maintain continuous engagement with customers for additional product cross-selling (loans, investments, etc.).
  • Develop a referral network from existing customers for future business.
  • Regularly update Daily Sales Reports and review progress with the reporting manager.

Desired Candidate Profile:

  • Graduate with

    14 years of experience in Liabilities Customer Acquisition

    , preferably in the HNI/Affluent segment.
  • Strong communication, sales, and negotiation skills.
  • Sound understanding of

    banking products and services

    for high-value customers.
  • Good local market knowledge and networking ability.
  • Self-motivated, target-driven, and customer-oriented.

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