We are looking for a motivated and customer-focused Relationship Manager to acquire recent customers, manage existing customer relationships, understand their financial requirements, and provide suitable banking products and services.
Key ResponsibilitiesAcquire current 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.