Relationship Manager TASC

Au Small Finance Bank Ltd.; Mumbai; Presencial; INR 600.000 - 1.200.000; Jornada completa

Descripción de la vacante

AU Small Finance Bank Limited in Mumbai seeks a dynamic Relationship Manager TASC to drive client engagement and growth by managing a portfolio and cross-selling financial products. You will assess client needs, coordinate with credit and risk teams, and ensure compliant, high-quality service.

The role requires a minimum of 5 years in relationship management or financial services sales, with strong negotiation and leadership abilities to mentor junior staff.

Formación

• Bachelor’s degree in Finance, Business Administration, or related field; MBA or equivalent postgraduate qualification preferred.
• Minimum of 5 years of experience in relationship management or sales within the financial services sector, preferably in banking.

Responsabilidades

• Develop and maintain strong relationships with existing and prospective clients to achieve sales targets and business growth.
• Identify client needs and recommend appropriate financial products and services, including loans, deposits, and investment options.
• Conduct thorough credit assessments and risk analysis to ensure compliance with the bank’s lending policies.
• Collaborate with internal teams such as credit, operations, and risk management to facilitate smooth processing of client requests.
• Monitor and manage the portfolio to minimize non-performing assets and ensure timely recovery of dues.
• Prepare and present detailed sales reports, forecasts, and market analysis to senior management.
• Stay updated with industry trends, competitor activities, and regulatory changes to provide informed advice to clients.
• Organize and participate in client meetings, product presentations, and promotional events to enhance client engagement.
• Ensure adherence to all regulatory and compliance requirements in all client interactions and documentation.
• Mentor and guide junior team members to enhance their sales capabilities and product knowledge.

Descripción del empleo

Full Time

Job Description

Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager TASC

Job Brief: AU Small Finance Bank Limited is seeking a dynamic and experienced professional to join our Sales department as a Relationship Manager TASC. This role is pivotal in driving the bank's growth by managing and expanding a portfolio of clients, primarily focusing on Targeted Asset Sales and Cross-selling financial products. The ideal candidate will possess a deep understanding of the financial services industry, excellent client relationship management skills, and the ability to identify and capitalize on new business opportunities. This position demands a strategic thinker with strong negotiation capabilities and a commitment to delivering exceptional customer service while adhering to regulatory compliance and company policies.

Responsibilities

• Develop and maintain strong relationships with existing and prospective clients to achieve sales targets and business growth.
• Identify client needs and recommend appropriate financial products and services, including loans, deposits, and investment options.
• Conduct thorough credit assessments and risk analysis to ensure compliance with the bank’s lending policies.
• Collaborate with internal teams such as credit, operations, and risk management to facilitate smooth processing of client requests.
• Monitor and manage the portfolio to minimize non-performing assets and ensure timely recovery of dues.
• Prepare and present detailed sales reports, forecasts, and market analysis to senior management.
• Stay updated with industry trends, competitor activities, and regulatory changes to provide informed advice to clients.
• Organize and participate in client meetings, product presentations, and promotional events to enhance client engagement.
• Ensure adherence to all regulatory and compliance requirements in all client interactions and documentation.
• Mentor and guide junior team members to enhance their sales capabilities and product knowledge.

Skill

• Client Relationship Management
• Financial Product Knowledge
• Credit Risk Assessment
• Sales and Negotiation
• Portfolio Management
• Regulatory Compliance
• Market Analysis
• Communication and Presentation
• Team Leadership
• Customer Needs Analysis

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 relationship management or sales within the financial services sector, preferably in banking.

Job Snapshot

Updated Date

28-10-2026

Job ID

Job51725

Department

Location