Relationship Manager

Roles and Responsibilities:

• ● Build and maintain strong, long-term relationships with existing and prospective clients.
• ● Identify client financial needs and provide tailored solutions, including business loans,
• current accounts, swipe machine & QR codes.
• ● Act as the primary point of contact for clients regarding financial product inquiries.
• ● Meet or exceed sales and revenue targets by upselling financial products and services.
• ● Conduct regular client meetings to review financial status and update service needs.
• ● Properly collect basic documents & stay updated during all processes.
• ● Work closely with internal departments such as operations, support & compliance to ensure
• seamless service delivery.
• ● Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualifications and Skills:

• ● Bachelors degree in Finance, Business, Economics, or related field.
• ● 1+ years of experience in banking, financial services, or relationship management.
• ● Strong understanding of financial products, banking regulations, and compliance.
• ● Excellent communication, negotiation, and interpersonal skills.
• ● Proven track record of meeting sales goals and delivering exceptional customer service.

CTC: 5 LPA- 7 LPA