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 qualified 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