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 :

Bachelor’s degree in Finance, Business, Economics, or related field.

1+ years of experience in banking, financial services, or relationship management.

Strong understanding of financial products, banking regulations, and compliance.

Excellent communication, negotiation, and interpersonal skills.

Proven track record of meeting sales goals and delivering exceptional customer service.

Email : aastha.wadhwa@petpooja.com