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