Relationship Manager

Planet Solutions; Visakhapatnam District; On-site; INR 500,000 - 800,000; Full time

Job summary

Planet Solutions in Andhra Pradesh and Tamil Nadu is seeking a Relationship Manager to oversee client relationships and drive CASA product sales. You will acquire new clients and maintain strong ties with existing customers, delivering tailored banking solutions.

The role emphasizes identifying business opportunities, coordinating with internal teams for seamless service, and meeting sales targets across both states. Prior banking or financial services sales experience is preferred.

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 as part of a team.

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 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.

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.