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Urgent Hiring _Relationship Manager
Pune ₹5-12 LPA Posted 29 Jul 2025
FULL TIME
Customer Engagement
Banking Products
Relationship Management
Job Description
Role Overview:
The Relationship Manager is responsible for managing a portfolio of high-value Current and Savings Account (CASA) customers. The role focuses on deepening relationships, addressing financial needs, providing tailored banking solutions, and driving business growth through effective cross-selling and customer engagement.
Key Responsibilities:
Portfolio Management
- Manage and enhance relationships with high-value CASA customers and business clients
- Understand client profiles and offer personalized banking solutions based on their financial needs
Business Development & Cross-Selling
- Generate incremental business through cross-selling of banking products including loans, insurance, investment products, and digital services
- Identify and capitalize on new opportunities to expand the client portfolio
Customer Engagement & Service
- Ensure consistent engagement with customers to build trust and long-term relationships
- Provide prompt resolution to client queries and ensure a superior customer experience
Sales Process & Risk Adherence
- Follow the bank's sales processes and compliance policies diligently
- Adhere to risk management protocols while dealing with customer requirements
Learning & Development
- Stay updated with the latest banking products, services, and market trends
- Pursue continuous professional development to align with evolving customer and business expectations
