Banking Relationship Manager

Planet Solutions; Tirupati; On-site; INR 350,000 - 650,000; Full time

Job summary

Planet Solutions in Andhra Pradesh is seeking a Banking Relationship Manager to manage client relationships and drive CASA product sales. The role emphasizes understanding customers' banking needs and delivering tailored solutions for account openings and services.

The ideal candidate will communicate effectively, build trust with clients, and stay informed about banking regulations to ensure compliant service delivery.

Qualifications

• Strong knowledge of CASA products and banking services.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Problem-solving and customer-centric approach.
• Basic understanding of banking regulations and compliance.

Responsibilities

• Develop and maintain relationships with clients to understand their banking needs and provide tailored solutions.
• Promote and sell banking products, including CASA offerings, to meet sales targets.
• Assist clients with account opening processes and provide guidance on banking services.
• Address customer inquiries and resolve issues in a timely manner to enhance customer experience.
• Collaborate with internal teams to ensure seamless service delivery and support for clients.
• Stay updated on banking regulations and market trends to provide informed advice to clients.

Skills

CASA knowledge

Relationship management

Communication

Problem solving

Regulatory awareness

Job description

We are seeking a motivated and customer-oriented Banking Relationship Manager to join our team in Andhra Pradesh. The ideal candidate will have a strong understanding of banking products, particularly in the areas of Current Accounts and Savings Accounts, and will be responsible for managing client relationships and ensuring customer satisfaction.

Key Responsibilities

• Develop and maintain relationships with clients to understand their banking needs and provide tailored solutions.
• Promote and sell banking products, including CASA (Current Account and Savings Account) offerings, to meet sales targets.
• Assist clients with account opening processes and provide guidance on banking services.
• Address customer inquiries and resolve issues in a timely manner to enhance customer experience.
• Collaborate with internal teams to ensure seamless service delivery and support for clients.
• Stay updated on banking regulations and market trends to provide informed advice to clients.

Required Skills

• Strong knowledge of CASA products and banking services.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Problem-solving skills and a customer-centric approach.
• Basic understanding of banking regulations and compliance.