Relationship Manager

Planet Solutions; Chennai; On-site; INR 500,000 - 750,000; Full time

Job summary

Planet Solutions is seeking a Relationship Manager to drive sales of CASA products in Tamil Nadu and Andhra Pradesh. You will manage client relationships, identify banking needs, and deliver tailored solutions while ensuring high customer satisfaction.

The role requires strong communication, proven sales experience in finance, and the ability to work both independently and as part of a team. Located in India with on-site responsibilities across the two states.

Qualifications

• Strong knowledge of CASA products and banking services.
• Excellent communication and interpersonal skills.
• Proven sales experience in banking or financial services.
• Ability to work independently and in a team.

Responsibilities

• Develop and maintain relationships with clients to understand banking needs.
• Promote and sell CASA products to potential customers with high satisfaction.
• Conduct market research to identify new business opportunities.
• Collaborate with internal teams to ensure seamless service delivery.
• Achieve sales targets and contribute to organizational growth.

Skills

CASA products

Communication

Sales

Teamwork

Job description

We are seeking a motivated and dynamic Relationship Manager to join our team in Andhra Pradesh and Tamil Nadu. The ideal candidate will be responsible for managing client relationships and driving sales of various banking products, including CASA (Current Account and Savings Account). As a Relationship Manager, you will play a crucial role in acquiring new clients and maintaining strong relationships with existing customers.

Key Responsibilities:

• - Develop and maintain relationships with clients to understand their banking needs and provide tailored solutions.
• - Promote and sell CASA products to potential customers, ensuring a high level of customer satisfaction.
• - Conduct market research to identify new business opportunities and stay updated on industry trends.
• - Collaborate with internal teams to ensure seamless service delivery and address client inquiries effectively.
• - Achieve sales targets and contribute to the overall growth of the organization.

Required Skills:

• - Strong knowledge of CASA products and banking services.
• - Excellent communication and interpersonal skills.
• - Proven sales experience, preferably in the banking or financial services sector.
• - Ability to work independently and as part of a team.