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Relationship Manager
upGrad RekrutMumbai Metropolitan Region, India14 days ago
Job descriptionMaintain and grow existing client relationships Ensure regular engagement to understand client needs and offer relevant banking solutions Promote and cross-sell business banking products (e.g., payment solutions, POS, forex, term deposits, loans, etc.) Drive CASA balances and transaction volume growth Ensure KYC / AML compliance and documentation accuracy Monitor account activity for risk flags or unusual transactions Act as a single point of contact for clients for any banking requirements Resolve queries and issues promptly
Key Responsibilities :
New Client Acquisition :
- Identify and onboard new current account customers (SMEs, startups, professionals, traders, etc.)
- Generate leads through cold calls, networking, referrals, and field visits
Relationship Management :
Cross-Selling & Revenue Growth :
Compliance & Risk Management :
Customer Service :
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Relationship Manager • Mumbai Metropolitan Region, India
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