- Industry: #Industry#
- Role: #Role#
- Years of experience: #Years of experience#
Job Brief:- AU Small Finance Bank Limited is seeking a dynamic and experienced professional 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 clients, identifying new business opportunities, and delivering tailored financial solutions. The ideal candidate will possess a deep understanding of financial products, excellent client management skills, and the ability to work collaboratively within a fast-paced banking environment. This position demands a strategic thinker with solid negotiation capabilities and a commitment to achieving sales targets while maintaining the highest standards of customer service and compliance.Responsibilities:-
- Develop and maintain strong relationships with existing clients to understand their financial needs and provide appropriate banking solutions.
- Identify and pursue new business opportunities within the bank’s existing customer base to increase product penetration and revenue.
- Collaborate with cross-functional teams including credit, operations, and product to ensure seamless service delivery and customer satisfaction.
- Achieve and exceed monthly and quarterly sales targets by effectively managing the sales pipeline and closing deals.
- Conduct regular client reviews to assess satisfaction levels, address concerns, and identify opportunities for upselling or cross-selling.
- Stay updated with the latest financial products, market trends, and regulatory requirements to provide informed advice to clients.
- Prepare detailed sales reports and forecasts for senior management to track performance and strategize future initiatives.
- Ensure compliance with all internal policies and external regulatory guidelines while managing client relationships and sales activities.
- Participate in training programs and workshops to continuously enhance product knowledge and sales techniques.
- Resolve client queries and issues promptly to maintain high levels of customer trust and loyalty.
Skill:-
- Client Relationship Management
- Financial Product Knowledge
- Sales Pipeline Management
- Negotiation and Closing Skills
- Cross-selling and Upselling Techniques
- Regulatory Compliance
- Market and Competitor Analysis
- Customer Needs Assessment
- CRM Software Proficiency
- Effective Communication
- Problem-solving
- Report Preparation and Forecasting
Preferred Qualifications:-
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification is preferred.
- Minimum of 5 years of experience in sales or relationship management within the financial services or banking sector.