A Relationship Manager (RM) is responsible for acquiring new customers, maintaining relationships with existing customers, promoting banking products, and achieving business targets while ensuring excellent customer service. The role is a mix of sales, customer relationship management, and portfolio management, with many positions involving significant field work depending on the business segment.

Key Responsibilities

- Acquire current customers (NTB – New to Bank).
- Build and maintain strong relationships with existing customers.
- Understand customer financial needs and recommend suitable banking products.
- Sell and cross-sell products such as:

- CASA (Savings & Current Accounts)
- Fixed Deposits (FDs)
- Loans (Personal, Home, Business, Gold, etc.)
- Credit Cards
- Insurance
- Investment products





Achieve monthly and quarterly sales targets.Conduct customer meetings and regular follow-ups.Resolve customer queries and provide prompt service.Coordinate with operations, credit, and other internal teams for smooth processing.Maintain customer records and update CRM.Ensure compliance with KYC, AML, and RBI guidelines during customer onboarding.
Required Skills

- Strong communication and interpersonal skills.
- Sales and negotiation abilities.
- Customer relationship management.
- Problem-solving and analytical skills.
- Knowledge of banking products and financial services.
- Time management and organizational skills.
- Basic computer knowledge (MS Excel, CRM, banking software).

📌 Relationship Officer (Faridabad)
🏢 SkillLabs
📍 Faridabad