Relationship Manager (Field Sales)

Petpooja; Patna, Lucknow; Hybrid; INR 400,000 - 650,000; Full time

Job summary

Petpooja is hiring a Relationship Manager in Patna to build and nurture client relationships within the banking and financial services space. You will identify client needs and tailor solutions such as loans, current accounts, swipe machines, and QR codes, acting as the main liaison for product inquiries.

You will work to meet sales targets by upselling services, conduct regular client meetings, and collaborate with operations, support and compliance teams to ensure seamless delivery.

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.

Responsibilities

• Build and maintain strong, long-term relationships with clients.
• Identify client financial needs and provide tailored solutions (loans, accounts, payments).
• Act as the primary contact for client inquiries about financial products.
• Meet or exceed sales targets by upselling financial products and services.
• Conduct regular client meetings to review financial status and service needs.

Skills

Client Relationship

Sales & Upselling

Financial Products

Communication

Negotiation

Interpersonal Skills

Compliance

Education

Bachelor's degree in Finance/Business/Economics

Job description

Role & 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.