Talent.com
Relationship Manager

Relationship Manager

ConfidentialNagpur, Pune
30+ days ago
Job description

Role Summary :

The role holder is responsible for managing and deepening relationships with existing clients and acquiring new ones. Acting as a single point of contact, the Relationship Manager will enhance customer engagement and drive business growth by offering tailored banking and investment solutions.

Key Responsibilities :

Relationship Management

  • Manage and grow the banking and investment portfolio from branch / retail customers.
  • Develop and expand customer relationships with service levels exceeding expectations.
  • Identify and nurture potential revenue opportunities within existing and new relationships.

Generating Incremental Business

  • Achieve sales targets across liabilities, retail assets, business banking, forex, cards, and investment products.
  • Proactively sell the full range of financial products to new and existing clients.
  • Increase CASA balances through deepening or acquisition.
  • Drive product and channel penetration to enhance customer relationship value.

    • Customer Engagement

  • Ensure consistent engagement with mapped clients to maintain portfolio quality and desired relationship values.

    • Investments

  • Assess financial needs and offer suitable products with transparency.
  • Generate fee-based revenue through mutual funds, insurance, and investment products.

    • Audit & Compliance

  • Adhere to internal policies and regulatory guidelines (RBI / SEBI / AMFI / IRDA etc.) during client acquisition and servicing.

    • Self-Management

  • Set and monitor annual performance goals in alignment with management expectations.
  • Identify skill gaps and actively work on learning and professional development.
  • Stay updated on industry trends and practices relevant to the role.

    • Risk & Compliance

  • Follow all internal risk control policies and processes to mitigate operational, financial, and reputational risks.
  • Support audit processes by maintaining necessary documentation and internal control systems.

    • Skills Required

    Client Acquisition, Investment Advisory, Casa, Mutual Funds, Sales Targets, Portfolio Management

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    Relationship Manager • Nagpur, Pune