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Relationship Manager

Relationship Manager

upGrad RekrutMumbai Metropolitan Region, India
17 days ago
Job description

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 :

  • Maintain and grow existing client relationships
  • Ensure regular engagement to understand client needs and offer relevant banking solutions

    • Cross-Selling & Revenue Growth :

  • Promote and cross-sell business banking products (e.g., payment solutions, POS, forex, term deposits, loans, etc.)
  • Drive CASA balances and transaction volume growth

    • Compliance & Risk Management :

  • Ensure KYC / AML compliance and documentation accuracy
  • Monitor account activity for risk flags or unusual transactions

    • Customer Service :

  • Act as a single point of contact for clients for any banking requirements
  • Resolve queries and issues promptly
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    Relationship Manager • Mumbai Metropolitan Region, India