Relationship Manager

3 - 5 years

2 - 8 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Acquire customers for Current Account and Savings Account products from individuals, small businesses, trusts, associations, societies, and corporates.
  • Achieve and increase business volume and customer numbers.
  • Cross-sell third-party products such as Insurance, Gold, Locker, FD, and Asset Products.
  • Retain customers through efficient service during the first three months post-acquisition before handing over to Relationship Officers.
  • Perform cold calling to generate leads and secure appointments.
  • Understand customers occupations and financial needs.
  • Introduce and explain suitable banking products to customers.
  • Resolve queries and problems of converted customers.
  • Manage and maintain an accurate customer database.

Top 6 Technical Skills/Tools:

Customer Acquisition, Cross-Selling, Cold Calling, Appointment Setting, Banking Product Knowledge, Database Management

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