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 Setting 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