Relationship Manager CV & CE

AU SMALL FINANCE BANK

Maharashtra

On-site

INR 1,200,000 - 1,800,000

Full time

4 days ago

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Job summary

AU Small Finance Bank Limited in Maharashtra is seeking a dynamic Relationship Manager CV & CE to lead client relationships and expand the bank's portfolio with tailored financial solutions. The role requires deep product knowledge, strong negotiation skills, and experience in client acquisition and retention within financial services.

You will collaborate across departments to drive growth and customer satisfaction. Bachelor's degree and 5+ years in banking are 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 client relationship management or sales within the financial services industry, preferably in banking.

Responsibilities

Develop and maintain strong relationships with existing and prospective clients to understand their financial needs and provide appropriate banking solutions.
Identify and pursue new business opportunities to expand the client base and increase the bank’s market share in the financial services sector.
Conduct detailed financial analysis and risk assessments to recommend suitable products and services aligned with client profiles.
Collaborate with internal teams including credit, operations, and product specialists to ensure seamless service delivery and client satisfaction.
Monitor client portfolios regularly to identify opportunities for upselling and cross-selling of banking products.
Ensure compliance with regulatory requirements and internal policies while managing client accounts and transactions.
Prepare and present detailed reports on client activities, market trends, and sales performance to senior management.
Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Provide mentorship and guidance to junior sales staff to enhance team performance and professional development.
Stay updated with industry developments, competitor activities, and emerging financial products to maintain a competitive edge.

Skills

Client Relationship Management

Financial Product Knowledge

Risk Assessment and Analysis

Sales Strategy Development

Negotiation and Deal Closure

Regulatory Compliance

Portfolio Management

Cross-functional Collaboration

Market Research and Analysis

Communication and Presentation Skills

Education

Bachelor’s degree in Finance, Business Administration, or related field

MBA or equivalent postgraduate qualification

Job description

Financial Product Knowledge

Group Company

AU Small Finance Bank Limited

Designation

Relationship Manager CV & CE

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

#*Education and Experience*#

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

#*Required Work Experience*#

Industry: #*Industry*#
Role: #*Role*#
Years of experience: #*Years of experience*#

Job Brief

- We are seeking a dynamic and experienced professional to join AU Small Finance Bank Limited's Sales Department as a key client relationship leader. This role involves managing and expanding the bank's portfolio of clients by delivering tailored financial solutions that meet their unique needs. The ideal candidate will possess a deep understanding of financial products, excellent interpersonal skills, and a proven track record in client acquisition and retention within the financial services sector. This position demands strategic thinking, strong negotiation capabilities, and the ability to work collaboratively across departments to drive business growth and enhance customer satisfaction.

Responsibilities

Develop and maintain strong relationships with existing and prospective clients to understand their financial needs and provide appropriate banking solutions.
Identify and pursue new business opportunities to expand the client base and increase the bank’s market share in the financial services sector.
Conduct detailed financial analysis and risk assessments to recommend suitable products and services aligned with client profiles.
Collaborate with internal teams including credit, operations, and product specialists to ensure seamless service delivery and client satisfaction.
Monitor client portfolios regularly to identify opportunities for upselling and cross-selling of banking products.
Ensure compliance with regulatory requirements and internal policies while managing client accounts and transactions.
Prepare and present detailed reports on client activities, market trends, and sales performance to senior management.
Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Provide mentorship and guidance to junior sales staff to enhance team performance and professional development.
Stay updated with industry developments, competitor activities, and emerging financial products to maintain a competitive edge.

Skill

Client Relationship Management
Financial Product Knowledge
Risk Assessment and Analysis
Sales Strategy Development
Negotiation and Deal Closure
Regulatory Compliance
Portfolio Management
Cross-functional Collaboration
Market Research and Analysis
Communication and Presentation Skills

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 client relationship management or sales within the financial services industry, preferably in banking.

Key Performance Indicators

#*Key Performance Indicators*#

Required Competencies

#*Required Competencies*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required Abilities