- Industry: #Industry#
- Role: #Role#
- Years of experience: #Years of experience#
Job Brief:- AU Small Finance Bank Limited is seeking a highly motivated and experienced professional to join our Sales department as a Relationship Manager Royale. This role is pivotal in managing and expanding relationships with high-net-worth clients, delivering tailored financial solutions, and driving business growth within the financial services sector. The ideal candidate will possess deep industry knowledge, exceptional client management skills, and a strategic approach to sales, ensuring alignment with the bank’s commitment to personalized service and sustainable growth.Responsibilities:-
- Develop and maintain strong relationships with high-net-worth clients to understand their financial needs and provide customized banking solutions.
- Identify and pursue new business opportunities within the assigned portfolio to achieve sales targets and revenue growth.
- Conduct comprehensive financial analysis and risk assessment to recommend appropriate products and services.
- Collaborate with internal teams including credit, operations, and product specialists to ensure seamless service delivery and client satisfaction.
- Monitor market trends and competitor activities to proactively adjust strategies and maintain a competitive edge.
- Prepare detailed client proposals, presentations, and reports to support relationship management and business development efforts.
- Ensure compliance with regulatory requirements and internal policies while managing client portfolios.
- Provide mentorship and guidance to junior sales staff, fostering a high-performance team setting.
- Regularly review client portfolios to identify cross-selling and up-selling opportunities, enhancing client value and bank profitability.
- Represent the bank at industry events and networking forums to enhance brand visibility and build strategic partnerships.
Skill:-
- Client Relationship Management
- Financial Needs Analysis
- Portfolio Management
- Risk Assessment and Mitigation
- Sales Strategy Development
- Cross-selling and Up-selling Techniques
- Regulatory Compliance
- Financial Product Knowledge
- Negotiation and Persuasion
- Market Research and Competitive Analysis
- Presentation and Communication Skills
- Team Leadership and Mentoring
Preferred Qualifications:-
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
- Minimum of 5-7 years of experience in relationship management or sales within the financial services industry, preferably with exposure to high-net-worth client segments.