Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager CV & CE

Office Location:

Position description: #Position description#

Primary Responsibilities: #Primary Responsibilities#

Additional Responsibilities: #Additional Responsibilities#

Reporting Team

- Reporting Designation: #Reporting Designation#
- Reporting Department: #Reporting Department#

Educational qualifications preferred

#Education and Experience#

- Category: #Category#
- Field specialization: #Field specialization#
- Degree: #Degree#
- Academic score: #Academic score#
- Institution tier: #Institution tier#

Required Certification/s: #Required Certification/s#

Required Training/s: #Required Training/s#

Required work experience

- 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 Current and Savings Accounts (CV & CE). This role is pivotal in driving the bank's growth by managing and expanding relationships with corporate and retail clients, ensuring their banking needs are met with tailored financial solutions. The ideal candidate will possess a deep understanding of financial products, excellent client management skills, and the ability to identify and capitalize on new business opportunities within the financial services sector. This position demands a strategic thinker with strong negotiation capabilities and a commitment to delivering exceptional customer service while adhering to regulatory compliance and risk management standards.Responsibilities:-

- Develop and maintain solid relationships with existing and prospective clients to promote the bank’s current and savings account products.
- Identify client needs and provide customized financial solutions to enhance client satisfaction and retention.
- Achieve assigned sales targets and contribute to the overall growth of the bank’s deposit portfolio.




- Conduct detailed financial analysis and risk assessment to ensure compliance with the bank’s credit and operational policies.
- Collaborate with internal teams including credit, operations, and compliance to facilitate smooth onboarding and servicing of clients.
- Monitor market trends and competitor activities to identify new business opportunities and recommend product enhancements.
- Prepare and present detailed reports on client interactions, sales performance, and market feedback to senior management.
- Ensure adherence to regulatory requirements and internal controls in all client dealings and documentation.
- Provide training and guidance to junior team members to enhance their client management and sales skills.
- Participate in networking events and industry forums to build the bank’s brand and expand professional contacts.

Skill:-

- Client Relationship Management
- Financial Product Knowledge
- Sales and Business Development
- Credit and Risk Assessment
- Regulatory Compliance
- Negotiation and Persuasion
- Market Analysis
- Financial Reporting
- Cross-functional Collaboration
- Customer Service Excellence

Preferred Qualifications:-

- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.
- Minimum of 5 years of experience in relationship management within the financial services industry, preferably with exposure to current and savings account portfolios.

Key Performance Indicators: #Key Performance Indicators#

Required Competencies: #Required Competencies#

Required Knowledge: #Required Knowledge#

Required Skills: #Required Skills#

Required abilities

- Physical: #Physical#
- Other: #Other#

Work Environment Details: #Work Environment Details#

Specific requirements

- Travel: #Travel#
- Vehicle: #Vehicle#
- Work Permit: #Work Permit#

Other details

- Pay Rate: #Pay Rate#
- Contract Types: #Contract Types#
- Time Constraints: #Time Constraints#
- Compliance Related: #Compliance Related#
- Union Affiliation: #Union Affiliation#

📌 Relationship Manager CV & CE (Pune)
🏢 AU Small Finance Bank
📍 Pune