Relationship Manager CV & CE
AU Small Finance Bank · Bengaluru · onsite · Posted 44d ago
Undisclosed6–11 yrsfulltimeSourced from
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About this role
:- 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 customer acquisition, retention, and growth by managing and nurturing relationships with individual and corporate clients. The ideal candidate will possess a deep understanding of financial products, excellent interpersonal skills, and a proven track record in sales within the financial services sector. This position demands strategic thinking, strong negotiation capabilities, and the ability to deliver customized banking solutions that align with clients' financial goals while contributing to the bank's growth objectives.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Responsibilities:-
- Develop and maintain strong relationships with existing and prospective clients to achieve sales targets for Current and Savings Accounts.
- Identify client needs and provide tailored financial solutions, ensuring alignment with the banks product offerings and compliance standards.
- Conduct detailed market research and competitor analysis to identify new business opportunities and enhance customer acquisition strategies.
- Collaborate with internal teams including credit, operations, and compliance to ensure seamless onboarding and servicing of clients.
- Monitor and manage portfolio performance, proactively addressing client concerns and identifying opportunities for cross-selling additional banking products.
- Prepare and present detailed sales reports, forecasts, and client feedback to senior management to inform strategic decision-making.
- Ensure adherence to regulatory requirements and internal policies while managing client relationships and transactions.
- Participate in community and networking events to enhance the banks brand presence and build a robust referral network.
- Train and mentor junior sales staff to enhance team performance and knowledge of banking products and customer service excellence.
Skill:-
- Client Relationship Management
- Financial Product Knowledge
- Sales Strategy Development
- Market Research and Analysis
- Negotiation and Persuasion
- Regulatory Compliance
- Portfolio Management
- Cross-selling Techniques
- Communication and Presentation
- Team Leadership and Mentoring
Preferred Qualifications:-
- Bachelors degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
- Minimum of 5 years of experience in sales or relationship management within the financial services industry, preferably with exposure to retail and corporate banking.
Key Performance Indicators: #*Key Performance Indicators*#
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Required abilities
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- Pay Rate: #*Pay Rate*#
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- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer ServiceforecastsBanking ProductsBanking SolutionsFinancial ProductsBankingCorporate BankingAdministrationclient relationshipFinancial ServicesCustomer AcquisitioncompliancefinanceCompetitor Analysis
About AU Small Finance Bank

AU Small Finance Bank
Banking
50.9k+
employees
1996
30 years old
Jaipur, Rajasthan
India
About
AU Small Finance Bank offer banking services such as personal banking, online banking, internet banking, business & corporate banking, insurance, loans, investments, retail banking & much more.
Industries
BankingFinancial Services
Employee ratings
14,223 reviews
3.8/ 5
Culture
3.6
Career growth
3.5
Work-life
3.7
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