Relationship Manager

3 - 8 years

2 - 5 Lacs

Posted:3 weeks ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Acquire new customers and deepen relationships with existing clients to drive business growth.
  • Understand customer financial needs and provide appropriate banking solutions (assets, liabilities, investment, insurance, etc.).
  • Achieve assigned sales and revenue targets through cross-selling and upselling bank products.
  • Act as the primary point of contact for clients, ensuring high levels of service and satisfaction.
  • Build long-term relationships with customers to enhance loyalty and retention.
  • Ensure compliance with bank policies, regulatory guidelines, and risk management standards.
  • Maintain MIS/reports on client interactions, sales pipeline, and business performance.

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