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Relationship Manager

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Gurgaon5-12 LPA Posted 29 Jul 2025
FULL TIME
Mutual Funds
Insurance
Kyc
Customer Relationship Management
Credit Cards
+1 more

Job Description

We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals Program to manage retail banking customers, drive business through cross-selling of banking products, and ensure superior customer service at the branch level.

Key Responsibilities:

  • Build and maintain strong relationships with walk-in and existing customers at the branch.
  • Promote and sell a range of banking products such as savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party offerings.
  • Conduct outbound calling and field visits to acquire new customers and deepen existing relationships.
  • Understand customer needs and offer appropriate financial solutions.
  • Ensure strict adherence to KYC norms and all internal compliance policies.
  • Meet assigned sales and revenue targets within stipulated timelines.
  • Handle routine customer service requests and coordinate with backend teams for timely resolution.

Skills Required:

  • Strong communication and interpersonal skills
  • Sales-oriented mindset with a focus on targets
  • Fundamental understanding of retail banking products and services
  • Excellent customer engagement and relationship-building abilities
  • Proactive approach with a willingness to perform field sales activities when necessary

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