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
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
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