Relationship Manager

City Union Bank; Bengaluru; On-site; INR 300,000 - 420,000; Full time

Benefits offered by this job

Performance Based incentives

Ex-gratia

Employee two wheeler and housing loan

Job summary

City Union Bank in Bengaluru is seeking an entry-level Relationship Manager. The role will be 80% sales and 20% operations, handling sales, customer service and day-to-day branch tasks.

Responsibilities include developing client relationships, generating leads, cross-selling insurance and loans, and ensuring timely processing of transactions while complying with bank policies.

Qualifications

• Prior experience in sales-related roles preferable.
• Graduate degree in any stream, regular mode preferred.
• Entry-level position serving as relationship manager handling sales, customer service and day-to-day operations.

Responsibilities

• Sell the bank's products and services.
• Develop and nurture relationships with existing customers to generate new business.
• Originate and acquire new leads from existing customers and other sources to convert into business for the branch.
• Cross-sell third-party products like insurance to existing customers.
• Lead generation for Current and Savings Accounts (CASA) to new customers and increase balances with existing customers.
• Lead generation for housing, jewel, vehicle, personal loans, etc.

Skills

Sales experience

Relationship building

Communication skills

Education

Graduate degree

Job description

Role & responsibilities

• The role of Relationship Manager will be 80% sales and 20% Operations.
• Sales of the Banks products and services.
• Develop and nurture relationship with existing customers, to generate new business from them.
• Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits.
• Cross selling of third party products like insurance, to existing customers.
• Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers.
• Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc.
• Regular calls and visits to customers and leads for relationship building.
• Responsible for timely processing of bank transactions like Account Opening, fund transfer, cheques etc.
• Ensuring timely resolution of customer queries and improving customer relationship through good service.
• Responsible for handling day to day branch operations and efficiently handling all branch operation related tasks.
• Compliance to the banks rules, internal guidelines, systems and procedures.
• Effectively and efficiently handling any assignment given by the Branch Manager or Management from time to time.

Preferred candidate profile

• Having Prior experience in sales related roles will be preferable.
• Having graduate degree from any stream done through regular mode is preferred.
• Entry level position, where you will serve as relationship manager for the Bank's branch, handling sales, customer service and day to day operations of the Bank.

Perks and benefits

• Performance Based incentives and Ex-gratia.
• Employee two wheeler and housing Loan at concessional rates.
• Faster promotion and career progression for top performing employees.