Relationship Manager

Planet Solutions; NTR; On-site; INR 400,000 - 650,000; Full time

Job summary

Planet Solutions is seeking a motivated Relationship Manager to operate in Andhra Pradesh and Tamil Nadu. The role focuses on managing client relationships and driving sales of CASA products, tailoring solutions to banking needs and ensuring client satisfaction.

You will acquire new clients while maintaining existing relationships, collaborating with internal teams to deliver seamless service and achieve sales targets in a dynamic market.

Qualifications

• Experience in selling CASA and banking products.
• Proven sales track record in financial services.
• Strong communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Market research and client needs analysis.

Responsibilities

• Develop and maintain relationships with clients to understand banking needs and provide tailored solutions.
• Promote and sell CASA products to potential customers ensuring high 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.

Skills

CASA knowledge

Sales experience

Client relationship

Communication skills

Analytical skills

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.Strong analytical and problem-solving skills.