Relationship Manager

Equitas Small Finance Bank Ltd.; Visakhapatnam; On-site; INR 400,000 - 540,000; Full time

Job summary

Equitas Small Finance Bank Ltd. is seeking a Relationship Manager for an on-site role in Vishakhapatnam.

You will be responsible for acquiring, managing, and nurturing customer relationships, promoting banking products, and driving business growth while ensuring high customer satisfaction. The role requires strong CRM and sales skills, excellent communication, and the ability to meet targets in a fast-paced banking environment.

Qualifications

• CRM, client interaction, and customer service competencies.
• Sales acumen with target achievement and cross-selling of financial products.
• Knowledge of banking services, financial products, and regulatory compliance.
• Strong interpersonal communication and negotiation skills.
• Analytical thinking and problem-solving abilities.
• Adaptability to a fast-paced environment and deadlines.
• Bachelor’s degree in Business, Finance, or related field preferred.
• Prior experience in banking, financial services, or customer-facing roles is a plus.
• Proficiency in local language(s) is desirable and highly beneficial.

Responsibilities

• Acquire, manage, and nurture customer relationships to drive business growth.
• Promote financial products and services to customers and meet sales targets.
• Provide financial guidance and resolve customer queries effectively.
• Maintain strong client relationships and ensure customer satisfaction.

Skills

CRM

Sales acumen

Interpersonal skills

Negotiation

Analytical thinking

Adaptability

Customer service

Education

Bachelor’s degree in Business/Finance

Tools

CRM software

Job description

Company Description

Equitas Small Finance Bank is dedicated to empowering individuals, families, and businesses through seamless and transparent banking services. We actively contribute to strengthening the communities we serve by upholding our commitment to fairness, transparency, and social responsibility. Our mission is to reimagine banking experiences and deliver solutions that support financial aspirations and inclusive growth. Equitas takes pride in being a trusted financial partner and a positive force in the lives of our customers and society.

Role Description

This is a full-time on-site role for a Relationship Manager based in Vishakhapatnam. The Relationship Manager will be responsible for acquiring, managing, and nurturing customer relationships to drive business growth. Day-to-day tasks will include identifying customer needs, promoting financial products and services, ensuring customer satisfaction, and maintaining strong client relationships. The role also involves achieving sales targets, providing financial guidance, and resolving customer queries effectively.

Qualifications

• Customer Relationship Management (CRM), client interaction, and customer service competencies
• Sales acumen, target achievement, and cross-selling of financial products
• Knowledge of banking services, financial products, and regulatory compliance
• Strong interpersonal communication and negotiation skills
• Analytical thinking and problem-solving abilities
• Adaptability to work in a fast-paced environment and meet deadlines
• Bachelor’s degree in Business, Finance, or a related field is preferred
• Prior experience in banking, financial services, or customer-facing roles is a plus
• Proficiency in local language(s) is desirable and highly beneficial