Relationship Manager (Field Sales)

Petpooja; Nagpur District; Hybrid; INR 500,000 - 600,000; Full time

Job summary

Petpooja is seeking a client-facing professional to manage relationships and drive revenue through tailored financial solutions. You will serve as the primary contact for client inquiries, upsell financial products, and coordinate with operations and compliance to ensure seamless service delivery.

The role requires a Bachelor’s degree in a finance-related field and 1+ years of relevant experience, with strong communication and negotiation skills to meet sales goals.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 1+ years of experience in banking, financial services, or relationship management.
• Strong understanding of financial products, banking regulations, and compliance.
• Excellent communication, negotiation, and interpersonal skills.
• Proven track record of meeting sales goals and delivering exceptional customer service.

Responsibilities

• Build and maintain strong, long-term relationships with existing and prospective clients.
• Identify client financial needs and provide tailored solutions, including business loans, current accounts, swipe machine & QR codes.
• Act as the primary point of contact for clients regarding financial product inquiries.
• Meet or exceed sales and revenue targets by upselling financial products and services.
• Conduct regular client meetings to review financial status and update service needs.
• Properly collect basic documents & stay updated during all processes.
• Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
• Stay updated on banking regulations, market trends, and financial product developments.

Skills

Communication

Negotiation

Interpersonal skills

Client relationship management

Upselling

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Roles and Responsibilities:

• Build and maintain strong, long-term relationships with existing and prospective clients.
• Identify client financial needs and provide tailored solutions, including business loans, current accounts, swipe machine & QR codes.
• Act as the primary point of contact for clients regarding financial product inquiries.
• Meet or exceed sales and revenue targets by upselling financial products and services.
• Conduct regular client meetings to review financial status and update service needs.
• Properly collect basic documents & stay updated during all processes.
• Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
• Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualifications and Skills:

• Bachelors degree in Finance, Business, Economics, or related field.
• 1+ years of experience in banking, financial services, or relationship management.
• Strong understanding of financial products, banking regulations, and compliance.
• Excellent communication, negotiation, and interpersonal skills.
• Proven track record of meeting sales goals and delivering exceptional customer service.