Relationship Manager Platinium

Department Icon BFSI (Operations & Lending)
Posted: 2 days ago
0-1 years
Ludhiana, Punjab
BFSI (Operations & Lending)
work from office
Full Time
Closes 11 Dec 2026

Posted: 2 days ago
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Job Description

Job Title

(JD) – Retail Branch Banking Sales Executive

Retail Branch Banking Sales Executive

Job Purpose

To acquire new customers and sell banking products while maintaining good customer relationships and achieving sales targets.

Key Responsibilities

  • Generate leads and acquire new customers.
  • Sell banking products such as:
    • Savings Accounts
    • Current Accounts
    • Fixed Deposits (FDs)
    • Recurring Deposits (RDs)
    • Debit Cards
    • Credit Cards
    • Personal Loans
    • Insurance Products
  • Cross-sell and upsell products to existing customers.
  • Explain product features and benefits to customers.
  • Meet monthly and quarterly sales targets.
  • Build and maintain strong customer relationships.
  • Assist customers with account opening and documentation.
  • Ensure compliance with banking policies and regulations.
  • Handle customer queries and provide excellent service.

Required Skills

  • Good communication and interpersonal skills.
  • Sales and negotiation skills.
  • Customer relationship management.
  • Basic banking and financial knowledge.
  • Target-oriented approach.
  • MS Office and computer skills.

Eligibility

  • Graduation in any stream.
  • Freshers and experienced candidates can apply

Skills

Banking ProductsSalesAccount OpeningBanking SalesBranch BankingFixed DepositsPersonal LoansRetail Branch Banking

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About Company

Our motto at Skillab.in is straightforward: accuracy in talent matching. We believe that the ideal candidate must effortlessly mesh with a company's core values, culture, and vision, just as essential machinery pieces must fit together with absolute accuracy for optimal performance. We refer to this as a "hygiene fit" since it combines technical skill and cultural resonance. Why Consider Skillab.in for your company? Hygiene Fit Guarantee: Our meticulous screening ensures every candidate aligns with your Company ethos and technological ambition. Efficiency and Quality: Our tech-driven approach prioritizes quality over quantity, ensuring your Company meets only the most fitting candidates. Proposed Action – Let's make this tangible! anytime soon, how about having a virtual meeting? We can't wait to show you how Skillab.in might enhance your company talent search process. Additionally, putting a face to a name is always a plus!

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