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 account, 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 Qualification and Skills :

Email : aastha.wadhwa@petpooja.com