Role & responsibilities
Build and maintain robust, long-term relationships with existing and prospective clients.
Identify client financial needs and provide tailored solutions, including business loans, current accounts, swipe machine & QR codes.
Act as the primary point of contact for clients regarding financial product inquiries.
Meet or exceed sales and revenue targets by upselling financial products and services.
Conduct regular client meetings to review financial status and update service needs.
Properly collect basic documents & stay updated during all processes.
Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
Stay updated on banking regulations, market trends, and financial product developments.
📌 Relationship Manager Field Sales Mumbai
🏢 Petpooja
📍 Mumbai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.