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 achieve sales targets for Current and Savings Accounts.
- Identify client needs and provide customized banking solutions, ensuring high levels of customer satisfaction and retention.
- Conduct thorough market research and competitor analysis to identify new business opportunities and stay ahead in the financial services market.
- Collaborate with internal teams to streamline account opening processes and resolve client issues promptly and efficiently.
- Monitor and analyze portfolio performance, preparing regular reports to track progress against sales goals and identify areas for improvement.
- Ensure compliance with regulatory requirements and internal policies during all client interactions and transactions.
- Lead client engagement initiatives, including organizing financial literacy sessions and promotional campaigns to enhance brand visibility.
- Negotiate terms and conditions with clients to maximize profitability while maintaining long-term relationships.
- Provide mentorship and guidance to junior sales staff, fostering a collaborative and high-performance team environment.
- Utilize CRM tools to manage client data, track interactions, and follow up on leads systematically.
- Client Relationship Management
- Financial Product Knowledge
- Sales Strategy Development
- Negotiation and Persuasion
- Market Research and Analysis
- Regulatory Compliance
- Portfolio Management
- CRM Software Proficiency
- Communication and Interpersonal Skills
- 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 sales or relationship management within the banking or financial services industry, with a focus on Current and Savings Accounts.
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*#