We are looking for a motivated and customer-focused Relationship Manager to acquire new customers, manage existing customer relationships, understand their financial requirements, and provide suitable banking products and services.
- Key ResponsibilitiesAcquire new customers through lead generation, referrals, calls, and customer visits.
- Build and maintain robust relationships with existing customers.
- Understand customer financial needs and recommend suitable banking products.
- Achieve assigned business, sales, and customer acquisition targets.
- Cross-sell products such as savings/current accounts, loans, insurance, investments, credit cards, and other banking services.
- Increase the portfolio and business value of existing customers.
- Follow up on leads and convert prospects into customers.
- Conduct customer meetings and maintain regular communication.
- Ensure proper KYC, documentation, and compliance with banking policies.
- Resolve customer queries and coordinate with internal departments for timely service.
- Maintain accurate customer records and update CRM systems.
- Monitor customer satisfaction, retention, and account activity.
- Participate in branch marketing and business development activities.