Premier Relationship Manager

Veerwal Getwork Services; New Delhi; On-site; INR 550,000 - 750,000; Full time

Job summary

Veerwal Getwork Services in Delhi is seeking a seasoned Preferred Current Account Relationship Manager to acquire and manage Current Account customers, grow client relationships, and drive cross‑selling of banking products. The candidate should have 3+ years of experience in Current Account, Trade/Forex, or Relationship Management.

The role focuses on acquiring new business customers, deepening existing relationships, and delivering financial solutions with a focus on service quality and

Qualifications

• Experience in Current Account, Trade/Forex, or Relationship Management.
• Ability to acquire and manage business banking clients and portfolios.
• Strong customer service and lead generation skills.

Responsibilities

• Acquire new Current Account customers and build a strong portfolio.
• Manage and deepen relationships with existing business clients.
• Cross-sell banking products such as Trade/Forex, POS, Payment Gateway, Loans, and Deposits.
• Identify customer needs and provide suitable financial solutions.
• Ensure high-quality customer service and timely issue resolution.
• Drive account activation, customer engagement, and business growth.
• Achieve sales, revenue, and portfolio growth targets.
• Conduct market visits, generate leads, and develop new business opportunities

Skills

Relationship Management

Cross-selling

Financial Solutions

Education

Graduate

Job description

Job Title: Preferred Current Account Relationship Manager (PCRM)

Job Summary:
Seeking an experienced Relationship Manager to acquire and manage Current Account customers, grow client relationships, and drive cross‑selling of banking products. Candidates should have 3+ years of experience in Current Account, Trade/Forex, or Relationship Management.

Roles & Responsibilities:

• Acquire new Current Account customers and build a strong portfolio.
• Manage and deepen relationships with existing business clients.
• Cross-sell banking products such as Trade/Forex, POS, Payment Gateway, Loans, and Deposits.
• Identify customer needs and provide suitable financial solutions.
• Ensure high-quality customer service and timely issue resolution.
• Drive account activation, customer engagement, and business growth.
• Achieve sales, revenue, and portfolio growth targets.
• Conduct market visits, generate leads, and develop new business opportunities

Experience: 2+ Years
Education: Graduate