Relationship Manager (RM) – Banking

Location: Jalandhar

Experience: 2–6 Years

Industry: Banking / Financial Services

Employment Type: Full-Time

Job Responsibilities

- Manage and develop relationships with existing and recent customers.
- Acquire recent customers through references, market visits, leads, and networking.
- Handle banking products such as CASA, Current Account, Savings Account, Loans, Insurance, and Investment products.
- Achieve assigned sales, revenue, and business targets.
- Generate quality leads and convert them into business opportunities.
- Cross-sell and up-sell relevant banking products to existing customers.
- Ensure excellent customer service and maintain long-term client relationships.
- Conduct regular customer meetings and market visits for business development.
- Ensure proper documentation, KYC, and compliance as per bank policies.
- Coordinate with internal teams for smooth processing and customer servicing.

Candidate Profile




- Graduate in any discipline; MBA/PGDM will be an added advantage.
- 2–6 years of experience in banking, NBFC, financial services, or sales.
- Good knowledge of banking products and customer acquisition.
- Strong communication, negotiation, and relationship-management skills.
- Target-oriented with a strong focus on business development.
- Candidates with experience in CASA, Retail Banking, Business Banking, LAP, Personal Loan, or Cross-Selling will be preferred.

Key Skills Relationship Management | Sales & Business Development | Customer Acquisition | CASA | Cross-Selling | Lead Generation | Banking Products | Market Visits | Target Achievement

Compensation

Salary: As per experience and industry standards + Incentives

Growth opportunities: Opportunity for growth within the banking sector.

📌 Relationship Manager - CASA (Jalandhar)
🏢 SkillLabs
📍 Jalandhar