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Veerwal Getwork Services
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Relationship Manager

Relationship Manager

Veerwal Getwork Services

2 - 7 years

3 - 7 Lacs

Bengaluru

Posted:2 months ago| Platform:

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Skills Required

Sales Casa Third Party Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hi Hope you are doing well ! Job Description : Acquire new customers for CASA (Current Account & Savings Account) , Term Deposits , and Retail Loan products. Manage and deepen relationships with existing customers to enhance wallet share and product penetration. Achieve individual sales targets and branch-level business goals. Ensure high-quality customer service and resolve customer queries/complaints promptly. Cross-sell third-party products like insurance, mutual funds, etc. Conduct customer meetings and engagement activities to strengthen relationships. Perform KYC/AML checks and ensure full compliance with bank policies and regulatory requirements. Maintain a database of leads and prospects and update sales trackers regularly. Collaborate with internal teams to deliver seamless service to customers. Key Skills & Competencies: Good knowledge of banking products and services (CASA, loans, insurance, etc.). Strong communication and interpersonal skills. Ability to build and maintain long-term relationships with customers. Goal-oriented with strong sales and negotiation skills. Customer-centric approach and problem-solving abilities. Knowledge of local market/territory is an advantage. Role & responsibilities

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Relationship Manager