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:

● Bachelor's 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 Budget: ₹4.5-7 LPA (based on experience and interview performance)