We are seeking a motivated and results-driven Relationship Manager specializing in Banking and Insurance to join our team in Tamil Nadu. The ideal candidate will be responsible for managing client relationships, promoting banking products, and driving sales in both current and savings accounts. This role requires a strong understanding of field sales techniques and the ability to engage with high-net-worth individuals (HNI) and recent-to-bank (NTB) clients.

Key Responsibilities

- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored banking solutions.

- Promote and sell banking products, including current and savings accounts, insurance products, and other financial services.
- Conduct field sales activities to acquire new clients and expand the customer base.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.




- Stay updated on industry regulations and compliance requirements, including IRDA and NISM standards.
- Achieve sales targets and contribute to the overall growth of the organization.

Required Skills

- Proven experience in relationship management, preferably in the banking or insurance sector.
- Strong sales skills with a focus on direct sales and field sales.
- Knowledge of banking products, insurance sales, and financial services.
- Excellent communication and interpersonal skills to build rapport with clients.
- Ability to work independently and as part of a team to achieve sales goals. If you are passionate about building relationships and driving sales in the banking and insurance industry, we encourage you to apply for this exciting opportunity.

This job is provided by Shine.com

📌 Relationship Manager - Banking and Insurance (Chennai)
🏢 S Pro Hr Consultancy Services
📍 Chennai