Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Renewable Energy

Office Location:

Position description: Responsible for managing and growing a portfolio of renewable energy clients by offering tailored financial solutions, ensuring high customer satisfaction, and achieving business targets.

Primary Responsibilities

- Build and manage customer relationships; Cross-sell banking products (loans, deposits, insurance); Provide financial advisory services; Ensure compliance with KYC and regulatory norms; Achieve sales and revenue targets

Additional Responsibilities

- Participate in marketing and promotional activities; Conduct customer engagement events; Provide feedback to product teams

Reporting Team

- Reporting Designation:
- Reporting Department:

Educational Qualifications Preferred

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

Required Certification/s

Required Training/s:

Required Work Experience

- Industry: Banking / Financial Services
- Role: Relationship Management / Sales
- Years of experience: 5 to 10

Key Performance Indicators:



Customer acquisition; Portfolio growth; Cross-sell ratio; Customer satisfaction score; Compliance adherence

Required Competencies: Customer Centricity; Result Orientation; Communication Skills; Problem Solving

Required Knowledge: Banking products and services; Regulatory guidelines; Financial planning

Required Skills: Sales and negotiation; CRM tools; Data analysis

Required Abilities

- Physical: General office work; no special physical requirements
- Other: Ability to work under pressure and meet deadlines

Work Environment Details: Office-based with regular client meetings; field visits required

Specific Requirements

- Travel: Yes, within city/region
- Vehicle: Preferred (for client visits)
- Work Permit: Not applicable

Other Details

- Pay Rate:
- Contract Types: Full time, Permanent
- Time Constraints: Standard banking hours; occasional extended hours
- Compliance Related: Adherence to RBI and internal compliance norms
- Union Affiliation:

📌 Relationship Manager Renewable Energy (Surat)
🏢 AU Small Finance Bank
📍 Surat