Relationship Manager (RM)

Job Summary

We are seeking a Relationship Manager to build and maintain strong customer relationships, drive business growth, and provide tailored financial solutions. The RM will manage a portfolio of clients, identify their banking needs, and ensure a high standard of service while achieving sales and revenue targets.

Key Responsibilities

• Manage and grow a portfolio of individual or business clients.
• Identify customer needs and recommend appropriate banking products (loans, deposits, investments, etc.).
• Conduct regular client meetings, reviews, and financial assessments.
• Achieve sales, cross-selling, and revenue targets.
• Ensure compliance with bank policies, regulatory guidelines, and KYC/AML requirements.
• Resolve client issues promptly and maintain high customer satisfaction.
• Collaborate with internal teams to deliver seamless service.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 2–5 years of experience in banking sales, customer relationship management, or financial advisory.
• Strong communication, negotiation, and customer service skills.
• Proven ability to meet sales targets.
• Knowledge of banking products and financial services.

Key Skills

Customer-focused, sales-driven, strong interpersonal skills, problem-solving, professionalism.

Job Types: Full-time, Permanent, Fresher

Pay: ₹179,382.04 - ₹541,927.29 per year

Benefits:

• Commuter assistance
• Health insurance
• Leave encashment
• Paid sick time
• Provident Fund

Work Location: In person