Relationship Manager

Company Description

Shivalik Small Finance Bank is India's first Small Finance Bank transitioned from an Urban Cooperative Bank with over 26 years of experience. The bank serves more than 6 lakh customers through 68 branches and 93 exclusive Business Correspondent Branches across multiple states including Uttar Pradesh, Uttarakhand, NCR, and more. Known for its technology-driven approach, it operates on the Infosys Finacle Core Banking and Digital Banking Suite with a cloud-based architecture providing scalability and agility. The bank is live on key retail payment platforms like UPI, IMPS, NEFT/RTGS, and is directly connected to the National Financial Switch.

Role Description

This is a full-time, on-site position for a Relationship Manager located in Ghaziabad. The Relationship Manager will be responsible for building and managing client relationships, providing banking solutions tailored to individual and business needs, as well as supporting growth in key financial products. Daily tasks include client acquisition, portfolio management, identifying sales opportunities, and ensuring exemplary service to foster client satisfaction and loyalty. The role may also require collaboration with various internal teams to drive business goals.

Qualifications

• Strong skills in Client Relationship Management, Customer Servicing, and Stakeholder Interaction
• Proficiency in Sales, Cross-selling, and Upselling of Banking Products and Services
• Ability to manage Financial Portfolios, analyze customer needs, and recommend appropriate solutions
• Knowledge of core banking operations and familiarity with retail payment platforms like UPI, IMPS, and NEFT/RTGS
• Excellent communication, organizational, and negotiation skills
• Ability to work in a fast-paced, customer-focused environment
• Bachelor's degree in Finance, Business Administration, or a related field; relevant certifications are a plus
• Prior experience in banking, financial services, or relationship management is advantageous