Phone Banking Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
2-5 years
Dombivali, Kalyan, Mumbai City, Navi Mumbai, Panvel, Thane
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 3 Jan 2027

Posted: 1 week ago
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Job Description

We are seeking a dedicated Phone Banking Relationship Manager to join our dynamic team in the banking sector. The ideal candidate will be responsible for providing exceptional customer service and support to clients through various channels, primarily over the phone. This role is crucial in maintaining strong relationships with our customers and ensuring their banking needs are met efficiently and effectively.

Key Responsibilities:

  • Engage with clients via phone to address inquiries, resolve issues, and provide information about banking products and services.
  • Build and maintain strong relationships with customers to enhance their banking experience and foster loyalty.
  • Collaborate with internal teams to ensure seamless service delivery and transaction processing.
  • Identify opportunities for cross-selling and upselling banking products to clients based on their needs.
  • Stay updated on banking regulations and industry trends to provide accurate information to clients.
  • Maintain accurate records of customer interactions and transactions in the CRM system.
  • Participate in training and development programs to enhance product knowledge and customer service skills.

Required Skills:

  • Strong communication and interpersonal skills to effectively engage with clients.
  • Knowledge of banking products and services, particularly in the BFSI sector.
  • Ability to handle customer inquiries and complaints with professionalism and empathy.
  • Experience in sales and marketing within the banking or financial services industry is a plus.
  • Proficiency in using CRM software and other banking tools.
  • A degree in finance, business administration, or a related field is preferred, with an MBA being an advantage.

If you are passionate about customer service and have a background in banking, we encourage you to apply for this exciting opportunity to make a difference in our clients' banking experiences.

Skills

ClientFinanceServiceB2cPhone BankingSalesMarketingBankingTransactionMbaRelationshipCustomerBfsiB2bSupport

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