Relationship Manager - Inhouse Sales

AU SMALL FINANCE BANK

Jaipur

On-site

INR 1,200,000 - 2,000,000

Full time

8 days ago

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Job summary

AU Small Finance Bank Limited is seeking a dynamic Relationship Manager for inhouse sales. You will manage relationships with existing clients, identify needs, and provide tailored financial solutions to drive growth while ensuring regulatory compliance.

The role requires strong client management, cross-selling, and achievement of sales targets in a fast-paced banking environment. Ideal candidates have 5+ years in financial services sales or relationship roles, with a solid understanding of

Qualifications

Bachelor’s degree in Finance, Business Administration, or related field. MBA or equivalent postgraduate qualification preferred.
Minimum of 5 years of experience in sales or relationship management within the financial services or banking sector.
Strong client relationship management and sales capabilities with regulatory awareness.

Responsibilities

Develop and maintain strong relationships with existing and potential clients to promote the bank’s financial products and services.
Identify client needs and provide tailored financial solutions to enhance customer satisfaction and retention.
Achieve and exceed monthly and quarterly sales targets through effective client engagement and cross-selling strategies.
Collaborate with internal teams including credit, operations, and product to ensure seamless service delivery and client onboarding.
Conduct regular portfolio reviews to assess client financial health and recommend appropriate banking solutions.
Stay updated with industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
Prepare detailed sales reports and forecasts for senior management to support strategic decision-making.
Ensure compliance with all banking regulations and internal policies during all client interactions and transactions.
Participate in training programs to continuously enhance product knowledge and sales techniques.
Resolve client queries and issues promptly to maintain high levels of customer satisfaction and trust.

Skills

Client Relationship Management

Financial Product Knowledge

Sales Target Achievement

Cross-Selling Techniques

Regulatory Compliance

Portfolio Management

Negotiation Skills

Market and Competitor Analysis

CRM Software Proficiency

Effective Communication

Problem Solving

Team Collaboration

Education

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

MBA or equivalent postgraduate qualification

Tools

CRM Software

Job description

Job Description:

Group Company:

AU Small Finance Bank Limited

Designation:

Relationship Manager - Inhouse Sales

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

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 inhouse sales. This role is pivotal in driving the bank's growth by managing and expanding relationships with existing and prospective clients. The ideal candidate will possess a deep understanding of financial products and services, excellent client management skills, and the ability to work collaboratively within a fast-paced banking environment. This position demands a strategic thinker with strong negotiation capabilities and a proven track record in achieving sales targets while ensuring compliance with regulatory standards.

Responsibilities

Develop and maintain strong relationships with existing and potential clients to promote the bank’s financial products and services.
Identify client needs and provide tailored financial solutions to enhance customer satisfaction and retention.
Achieve and exceed monthly and quarterly sales targets through effective client engagement and cross-selling strategies.
Collaborate with internal teams including credit, operations, and product to ensure seamless service delivery and client onboarding.
Conduct regular portfolio reviews to assess client financial health and recommend appropriate banking solutions.
Stay updated with industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
Prepare detailed sales reports and forecasts for senior management to support strategic decision-making.
Ensure compliance with all banking regulations and internal policies during all client interactions and transactions.
Participate in training programs to continuously enhance product knowledge and sales techniques.
Resolve client queries and issues promptly to maintain high levels of customer satisfaction and trust.

Skill

Client Relationship Management
Financial Product Knowledge
Sales Target Achievement
Cross-Selling Techniques
Regulatory Compliance
Portfolio Management
Negotiation Skills
Market and Competitor Analysis
CRM Software Proficiency
Effective Communication
Problem Solving
Team Collaboration

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 or banking sector.

Key Performance Indicators:

#*Key Performance Indicators*#

Required Competencies:

#*Required Competencies*#

Required Knowledge:

#*Required Knowledge*#

Required Skills:

#*Required Skills*#

Required Abilities