Relationship Manager Renewable Energy

AU SMALL FINANCE BANK; Surat; On-site; INR 800,000 - 1,100,000; Full time

Job summary

AU Small Finance Bank Limited is seeking a Relationship Manager for Renewable Energy in Surat to grow a client portfolio and deliver tailored financial solutions. You will manage client relationships, cross-sell products, and ensure compliance with RBI norms while meeting sales targets.

The role involves office-based activities with regular client meetings and field visits to clients within the region.

Qualifications

• Industry: Banking / Financial Services.
• Role: Relationship Management / Sales.
• Experience: 5–10 years.

Responsibilities

• Build and manage customer relationships with renewable energy clients.
• Cross-sell banking products (loans, deposits, insurance).
• Provide financial advisory services and ensure KYC compliance.

Skills

Sales and negotiation

CRM tools

Data analysis

Tools

CRM software

Job description

Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Renewable Energy

Position description: Responsible for managing and growing a portfolio of renewable energy clients by offering tailored financial solutions, ensuring high customer satisfaction, and achieving business targets.

Primary Responsibilities

• Build and manage customer relationships; Cross-sell banking products (loans, deposits, insurance); Provide financial advisory services; Ensure compliance with KYC and regulatory norms; Achieve sales and revenue targets

Additional Responsibilities

• Participate in marketing and promotional activities; Conduct customer engagement events; Provide feedback to product teams

Required Work Experience

• Industry: Banking / Financial Services
• Role: Relationship Management / Sales
• Years of experience: 5 to 10

Key Performance Indicators

Customer acquisition; Portfolio growth; Cross-sell ratio; Customer satisfaction score; Compliance adherence

Required Competencies

Customer Centricity; Result Orientation; Communication Skills; Problem Solving

Required Knowledge

Banking products and services; Regulatory guidelines; Financial planning

Required Skills

Sales and negotiation; CRM tools; Data analysis

Required Abilities

• Physical: General office work; no special physical requirements
• Other: Ability to work under pressure and meet deadlines

Work Environment Details

Office-based with regular client meetings; field visits required

Specific Requirements

• Travel: Yes, within city/region
• Vehicle: Preferred (for client visits)
• Work Permit: Not applicable

Other Details

• Pay Rate:
• Contract Types: Full-time, Permanent
• Time Constraints: Standard banking hours; occasional extended hours
• Compliance Related: Adherence to RBI and internal compliance norms
• Union Affiliation: