About the role
Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager CV & CE
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#
Educational qualifications preferred
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
- Develop and maintain strong relationships with existing and prospective clients to promote the bank’s current and savings account products.
- Identify client needs and provide customized financial solutions to enhance customer satisfaction and retention.
- Achieve assigned sales targets and contribute to the overall growth of the bank’s deposit portfolio.
- Conduct detailed market research and competitor analysis to identify new business opportunities and stay ahead in the financial services market.
- Collaborate with internal teams including credit, operations, and compliance to ensure seamless onboarding and servicing of clients.
- Monitor and manage client portfolios to mitigate risks and ensure compliance with banking regulations and internal policies.
- Prepare and present detailed reports on sales performance, client feedback, and market trends to senior management.
- Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.
- Organize and participate in client engagement activities, seminars, and networking events to enhance the bank’s brand presence.
- Provide training and mentorship to junior sales staff to build a high-performing team aligned with the bank’s objectives.
- Client Relationship Management
- Financial Product Knowledge
- Sales and Business Development
- Market Research and Analysis
- Negotiation and Closing Skills
- Regulatory Compliance
- Risk Management
- Portfolio Management
- Communication and Presentation
- Team Leadership and Mentoring
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.
- Minimum of 5 years of experience in relationship management or sales within the financial services industry, preferably with exposure to current and savings account products.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
- Physical: #*Physical*#
- Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
Other details
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#