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V Konnect
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Urgent Hiring _Relationship Manager

Urgent Hiring _Relationship Manager

V Konnect

3 - 8 years

5 - 12 Lacs

Delhi NCR India

Posted:4 days ago| Platform: Foundit logo

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Skills Required

relationship management CASA portfolio Customer Engagement cross-selling Banking Products sales process adherence

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview:

The Relationship Manager is responsible for managing a portfolio of high-value Current and Savings Account (CASA) customers. The role focuses on deepening relationships, addressing financial needs, providing tailored banking solutions, and driving business growth through effective cross-selling and customer engagement.

Key Responsibilities:

Portfolio Management

Manage and enhance relationships with high-value CASA customers and business clients
Understand client profiles and offer personalized banking solutions based on their financial needs

Business Development & Cross-Selling

Generate incremental business through cross-selling of banking products including loans, insurance, investment products, and digital services
Identify and capitalize on new opportunities to expand the client portfolio

Customer Engagement & Service

Ensure consistent engagement with customers to build trust and long-term relationships
Provide prompt resolution to client queries and ensure a superior customer experience

Sales Process & Risk Adherence

Follow the bank's sales processes and compliance policies diligently
Adhere to risk management protocols while dealing with customer requirements

Learning & Development

Stay updated with the latest banking products, services, and market trends
Pursue continuous professional development to align with evolving customer and business expectations

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