Banking Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
4-8 years
Jalandhar, Karnal, Rohtak, Sirsa
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 Banking Relationship Manager to join our team in Haryana and Punjab. The ideal candidate will be responsible for managing client relationships and promoting our banking products, specifically focusing on CASA (Current Account and Savings Account) offerings. This role is crucial in ensuring customer satisfaction and retention while driving the growth of our banking services.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their banking needs and provide tailored solutions.
  • Promote and sell CASA products to potential and existing customers, ensuring they are aware of the benefits and features.
  • Conduct regular follow-ups with clients to ensure satisfaction and address any concerns or queries they may have.
  • Collaborate with internal teams to ensure seamless service delivery and resolve any issues that may arise.
  • Stay updated on market trends and competitor offerings to effectively position our products.
  • Prepare and present reports on sales performance and customer feedback to management.

Required Skills:

  • Strong understanding of CASA products and banking operations.
  • Excellent communication and interpersonal skills to build rapport with clients.
  • Ability to work independently and as part of a team.
  • Strong analytical skills to assess customer needs and market trends.
  • Proficiency in using banking software and CRM tools.

If you are passionate about banking and have a knack for building relationships, we encourage you to apply for this exciting opportunity. Join us in delivering exceptional banking experiences to our clients.

Skills

Saving AccountCurrent AccountCasa

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