Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager - Inhouse Sales

Office Location:

Position description: #*Position description*#

Primary Responsibilities: #*Primary Responsibilities*#

Additional Responsibilities: #*Additional Responsibilities*#

Reporting Team

- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#

Educational Qualifications Preferred

#*Education and Experience*#

- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#

Required Certification/s: #*Required Certification/s*#

Required Training/s: #*Required Training/s*#

Required Work Experience

- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#

Job Brief:- AU Small Finance Bank Limited is seeking a dynamic and experienced skilled to join our Sales department as a Relationship Manager specializing in inhouse sales. This role is pivotal in driving the bank's growth by managing and expanding relationships with existing and prospective clients. The ideal candidate will possess a deep understanding of financial products and services, excellent client management skills, and the ability to work collaboratively within a fast-paced banking environment. This position demands a strategic thinker with strong negotiation capabilities and a proven track record in achieving sales targets while ensuring compliance with regulatory standards.

Responsibilities:-

- Develop and maintain strong relationships with existing and potential clients to promote the bank’s financial products and services.
- Identify client needs and provide tailored financial solutions to enhance customer satisfaction and retention.
- Achieve and exceed monthly and quarterly sales targets through effective client engagement and cross-selling strategies.




- Collaborate with internal teams including credit, operations, and product to ensure seamless service delivery and client onboarding.
- Conduct regular portfolio reviews to assess client financial health and recommend appropriate banking solutions.
- Stay updated with industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Prepare detailed sales reports and forecasts for senior management to support strategic decision-making.
- Ensure compliance with all banking regulations and internal policies during all client interactions and transactions.
- Participate in training programs to continuously enhance product knowledge and sales techniques.
- Resolve client queries and issues promptly to maintain high levels of customer satisfaction and trust.

Skill:-

- Client Relationship Management
- Financial Product Knowledge
- Sales Target Achievement
- Cross-Selling Techniques
- Regulatory Compliance
- Portfolio Management
- Negotiation Skills
- Market and Competitor Analysis
- CRM Software Proficiency
- Effective Communication
- Problem Solving
- Team Collaboration

Preferred Qualifications:-

- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.
- Minimum of 5 years of experience in sales or relationship management within the financial services or banking sector.

Key Performance Indicators: #*Key Performance Indicators*#

Required Competencies: #*Required Competencies*#

Required Knowledge: #*Required Knowledge*#

Required Skills: #*Required Skills*#

Required Abilities

- Physical: #*Physical*#
- Other: #*Other*#

Work Environment Details: #*Work Environment Details*#

Specific Requirements

- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#

Other Details

- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#

📌 Relationship Manager - Inhouse Sales (Jaipur)
🏢 AU Small Finance Bank
📍 Jaipur