Customer Relationship Manager

Company Description Unity Small Finance Bank is a new-age bank that uses advanced, best-in-class technology to offer safe, convenient, and simple banking services. The bank focuses on making financial products accessible and easy to use for a wide range of customers. Unity Small Finance Bank also operates as an AMFI-registered Mutual Fund and SIF distributor (ARN 253241), reflecting its commitment to compliant and responsible financial services. Team members can expect to work in a dynamic environment that values innovation, customer-centric solutions, and regulatory integrity.
Role Description The Customer Relationship Manager is a full-time, on-site role based in the Pune Division. This position is responsible for building and maintaining strong relationships with retail and small finance customers, understanding their financial needs, and recommending suitable banking and investment products. Day-to-day activities include managing customer portfolios, responding to inquiries, resolving service issues, and ensuring a high standard of customer satisfaction. The role involves coordinating with internal teams to ensure smooth onboarding, timely follow-ups, and accurate documentation, while promoting cross-selling of relevant bank services. The Customer Relationship Manager is expected to use data and customer feedback to identify opportunities for service improvement and support the banks growth objectives in the region.
Qualifications

• Strong customer service and relationship management skills, including the ability to understand customer needs and build long-term trust.
• Sales and cross-selling abilities, with experience in promoting banking products, mutual funds, and other financial services.
• Knowledge of retail banking operations, financial products, and regulatory standards, including familiarity with AMFI guidelines.
• Effective communication and interpersonal skills, with proficiency in spoken and written English; local language skills for Pune Division are an advantage.

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• Ability to work on-site, manage multiple customer accounts, and maintain accurate records using banking and CRM systems.
• Analytical and problem-solving skills to address customer concerns, interpret basic financial data, and identify improvement opportunities.
• Bachelors degree in Business, Finance, Commerce, or a related field; prior experience in banking, NBFCs, or financial services is preferred.
• High ethical standards, customer-centric mindset, and willingness to comply with all internal policies and external regulations.