Relationship Manager CV & CE Used

AU SMALL FINANCE BANK; Nagpur District; On-site; INR 400,000 - 600,000; Full time

Job summary

AU Small Finance Bank Limited is seeking a dynamic Relationship Manager CV & CE to grow a portfolio of Current and Savings Accounts, foster long-term client relationships, and deliver tailored financial solutions in Nagpur. The role requires understanding of banking products, strong interpersonal skills, and a track record in client relationship management within financial services.

You will work with credit, operations, and marketing teams, achieve sales targets, conduct portfolio reviews, and

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• MBA or related postgraduate qualification preferred.
• 1-3 years of banking/financial services relationship management experience.

Responsibilities

• Develop and maintain strong relationships with existing and prospective clients to promote CV & CE products.
• Identify client needs and provide customized financial solutions to enhance customer satisfaction and retention.
• Achieve assigned sales targets and contribute to growth of the bank’s deposit base.
• Conduct regular portfolio reviews to assess client financial health and recommend products and services.
• Collaborate with credit, operations, and marketing to ensure seamless service delivery and compliance.
• Monitor market trends and competitor activities to identify new business opportunities.
• Prepare and present reports on client interactions, sales performance, and market feedback to management.
• Resolve client queries promptly to maintain high levels of trust and loyalty.
• Participate in training to stay updated on products, policies, and regulations.
• Ensure adherence to internal controls and risk management policies.

Skills

Client Relationship Management

Financial Product Knowledge

Sales and Business Development

Portfolio Management

Regulatory Compliance

Negotiation and Persuasion

Market Analysis

Customer Service Excellence

Cross-functional Collaboration

Risk Management

Education

Bachelor’s degree in Finance/Business Administration

MBA or equivalent postgraduate qualification

Job description

Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager CV & CE Used

Office Location: Nagpur

Required Work Experience

• Industry: Banking / NBFC
• Role: Relationship Manager CV & CE
• Years of experience: 1-3 years

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 the bank's growth by managing and expanding a portfolio of clients, delivering tailored financial solutions, and ensuring superior customer satisfaction. The ideal candidate will possess a deep understanding of financial products, excellent interpersonal skills, and a proven track record in client relationship management within the financial services sector. This position demands strategic thinking, strong negotiation capabilities, and the ability to work collaboratively across departments to meet and exceed business objectives.

Responsibilities

• Develop and maintain strong relationships with existing and prospective clients to promote the bank’s Current and Savings Account products.
• Identify client needs and provide customized financial solutions to enhance customer satisfaction and retention.
• Achieve assigned sales targets and contribute to the overall growth of the bank’s deposit base.
• Conduct regular portfolio reviews to assess client financial health and recommend appropriate banking products and services.
• Collaborate with cross-functional teams including credit, operations, and marketing to ensure seamless service delivery and compliance with regulatory requirements.
• Monitor market trends and competitor activities to identify new business opportunities and stay ahead in the financial services industry.
• Prepare and present detailed reports on client interactions, sales performance, and market feedback to senior management.
• Resolve client queries and issues promptly to maintain high levels of customer trust and loyalty.
• Participate in training programs and workshops to stay updated on the latest banking products, policies, and industry regulations.
• Ensure adherence to all internal controls, risk management policies, and compliance standards.

Skill

• Client Relationship Management
• Financial Product Knowledge
• Sales and Business Development
• Portfolio Management
• Regulatory Compliance
• Negotiation and Persuasion
• Market Analysis
• Customer Service Excellence
• Cross-functional Collaboration
• Risk Management

Preferred Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Minimum of 5 years of experience in relationship management or sales within the banking or financial services industry, with a focus on Current and Savings Accounts.