Roles and Responsibilities :
- Manage a portfolio of SME clients, providing exceptional customer service and ensuring timely resolution of queries.
- Identify recent business opportunities through proactive outreach and upselling/cross-selling working capital solutions to existing customers.
- Collaborate with internal teams to resolve complex issues related to trade finance operations, including letter of credit processing and documentary credits.
- Develop strong relationships with key decision-makers at client companies, understanding their needs and preferences to deliver tailored solutions.

Job Requirements :
- 0-6 years' experience in banking or financial services industry, preferably in an SME sales role.
- Strong knowledge of trade finance products such as letters of credit, documentary credits, and other forms of working capital financing.
- Excellent communication skills for building rapport with high-net-worth individuals (HNIs) and small medium enterprises (SMEs).
- Ability to work independently with minimal supervision while meeting targets set by the organization.

📌 Relationship Manager SME (Surat)
🏢 Universal Sompo General Insurance
📍 Surat