Relationship Manager CV And CE

AU SMALL FINANCE BANK

Hyderabad

On-site

INR 800,000 - 1,100,000

Full time

8 days ago

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Job summary

AU Small Finance Bank Limited is seeking a dynamic Relationship Manager specializing in Current and Savings Accounts (CV & CE). This role focuses on driving customer acquisition, retention and growth by nurturing relationships with individual and corporate clients.

The ideal candidate has deep product knowledge, strong negotiation skills and a proven sales track record in financial services. You will collaborate with credit, operations and risk teams to onboard clients and tailor banking

Qualifications

Bachelor’s degree in finance, business administration, or related field.
MBA or equivalent preferred.
Minimum 5 years of sales/relationship management experience in financial services.
Experience in retail and corporate banking preferred.

Responsibilities

Develop and maintain strong relationships with existing and prospective clients to achieve sales targets for Current and Savings Accounts.
Identify client needs and provide tailored financial solutions aligned with product offerings and compliance.
Conduct market research and competitor analysis to identify new opportunities and enhance customer acquisition strategies.
Collaborate with cross-functional teams including credit, operations, and risk management to ensure seamless onboarding and servicing of clients.
Monitor and manage portfolio performance, proactively addressing client concerns and identifying opportunities for upselling and cross-selling.
Ensure adherence to regulatory requirements and internal policies while managing client documentation and account maintenance.
Prepare and present regular reports on sales performance, client feedback, and market trends to senior management.
Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Organize and participate in client engagement activities, seminars, and networking events to enhance brand visibility and customer loyalty.
Train and mentor junior sales staff to build a high-performing team aligned with the bank’s strategic goals.

Skills

Relationship management

Financial products

Sales strategy

Negotiation

Market research

Regulatory compliance

Portfolio management

Cross-functional

Customer needs

Communication skills

Team leadership

Education

Finance degree

MBA preferred

Job description

Job Description:

Group Company:

AU Small Finance Bank Limited

Designation:

Relationship Manager CV & CE

Office Location:

Position description

#*Position description*#

Primary Responsibilities

#*Primary Responsibilities*#

Additional Responsibilities

#*Additional Responsibilities*#

Reporting Team

Reporting Designation: #*Reporting Designation*#

Reporting Department: #*Reporting Department*#

Educational Qualifications Preferred

Category: #*Category*#

Field specialization: #*Field specialization*#

Degree: #*Degree*#

Academic score: #*Academic score*#

Institution tier: #*Institution tier*#

Required Certification/s

#*Required Certification/s*#

Required Training/s

#*Required Training/s*#

Required Work Experience

Industry: #*Industry*#

Role: #*Role*#

Years of experience: #*Years of experience*#

Job Brief

AU Small Finance Bank Limited is seeking a dynamic and experienced professional to join our Sales department as a Relationship Manager specializing in Current and Savings Accounts (CV & CE). This role is pivotal in driving customer acquisition, retention, and growth by managing and nurturing relationships with individual and corporate clients. The ideal candidate will possess a deep understanding of financial products, excellent interpersonal skills, and a proven track record in sales within the financial services sector. This position demands strategic thinking, strong negotiation capabilities, and the ability to deliver customized banking solutions that align with clients' financial goals while contributing to the bank's growth objectives.

Responsibilities

Develop and maintain strong relationships with existing and prospective clients to achieve sales targets for Current and Savings Accounts.

Identify client needs and provide tailored financial solutions, ensuring alignment with the bank’s product offerings and compliance standards.

Conduct detailed market research and competitor analysis to identify new business opportunities and enhance customer acquisition strategies.

Collaborate with cross-functional teams including credit, operations, and risk management to ensure seamless onboarding and servicing of clients.

Monitor and manage portfolio performance, proactively addressing client concerns and identifying opportunities for upselling and cross-selling.

Ensure adherence to regulatory requirements and internal policies while managing client documentation and account maintenance.

Prepare and present regular reports on sales performance, client feedback, and market trends to senior management.

Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.

Organize and participate in client engagement activities, seminars, and networking events to enhance brand visibility and customer loyalty.

Train and mentor junior sales staff to build a high-performing team aligned with the bank’s strategic goals.

Skill

Client Relationship Management

Financial Product Knowledge

Sales Strategy Development

Negotiation and Closing Skills

Market Research and Analysis

Regulatory Compliance

Portfolio Management

Cross-functional Collaboration

Customer Needs Assessment

Communication and Presentation Skills

Team Leadership and Mentoring

Preferred Qualifications

Bachelor's degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.

Minimum of 5 years of experience in sales or relationship management within the financial services industry, preferably with exposure to retail and corporate banking.

Key Performance Indicators

#*Key Performance Indicators*#

Required Competencies

#*Required Competencies*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required Abilities