Relationship Manager CV & CE

AU SMALL FINANCE BANK

Raipur

On-site

INR 900,000 - 1,500,000

Full time

5 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) to drive customer acquisition, retention, and growth by managing relationships with individual and corporate clients.

The role requires deep financial product knowledge, excellent interpersonal skills, and a proven sales record within financial services. You will work with internal teams to ensure compliant, tailored banking solutions and robust client service.

Qualifications

Bachelor’s degree in Finance or Business Administration preferred.
Minimum of 5 years of experience in sales or relationship management within financial services.
Experience with retail and corporate banking is 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 customized banking solutions, including cross-selling of relevant financial products and services.
Conduct market research and competitor analysis to identify new business opportunities in the financial services market.
Manage the end-to-end sales cycle from lead generation, client engagement, proposal development, to closure and onboarding.
Collaborate with internal teams such as credit, operations, and compliance to ensure seamless service delivery and regulatory compliance.

Skills

Client Relationship Management

Financial Product Knowledge

Sales Strategy

Lead Generation and Conversion

Market Research

Negotiation

Regulatory Compliance

Portfolio Management

Cross-Selling

Customer Service Excellence

Risk Assessment

Communication Skills

Education

Bachelor’s degree in Finance or Business Administration

MBA or equivalent postgraduate qualification

Job description

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

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 tailored 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 customized banking solutions, including cross-selling of relevant financial products and services.
Conduct thorough market research and competitor analysis to identify new business opportunities and stay ahead in the financial services market.
Manage the end-to-end sales cycle from lead generation, client engagement, proposal development, to closure and onboarding.
Collaborate with internal teams such as credit, operations, and compliance to ensure seamless service delivery and adherence to regulatory requirements.
Monitor and analyze portfolio performance, client feedback, and market trends to recommend improvements and strategic initiatives.
Ensure compliance with all banking regulations, internal policies, and risk management protocols while managing client relationships.
Prepare detailed reports and presentations for senior management on sales performance, client acquisition, and market insights.
Participate in training programs and workshops to stay updated on the latest financial products, industry trends, and regulatory changes.
Resolve client queries and issues promptly to maintain high levels of customer satisfaction and loyalty.

Skill

Client Relationship Management
Financial Product Knowledge
Sales Strategy Development
Lead Generation and Conversion
Market Research and Analysis
Negotiation and Persuasion
Regulatory Compliance
Portfolio Management
Cross-Selling Techniques
Customer Service Excellence
Risk Assessment
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 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