Banking Relationship Manager

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Aurangabad, Maharashtra
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Finance

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Banking Relationship Manager. You will be responsible for managing client relationships and promoting banking products.

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About the role

Our client is seeking a dynamic and driven Banking Relationship Manager to join our team in Aurangabad. In this pivotal role, you will be at the forefront of our client engagement strategy, responsible for cultivating and managing strong relationships with our valued clients. Your expertise in banking products and services will allow you to provide tailored financial solutions that meet the unique needs of each client.

As a Banking Relationship Manager, you will engage with clients to understand their financial goals and offer a comprehensive range of banking products designed to enhance their financial well-being. This includes personal loans, mortgages, investment products, and savings accounts, among others. You will conduct regular reviews of client portfolios, proactively identifying opportunities for cross-selling additional services and ensuring clients are aware of the full suite of products available to them. Your ability to communicate effectively and build trust will be essential in maintaining long-term client loyalty.

About the Role

In addition to client management, you will collaborate closely with our internal teams to ensure seamless service delivery and address any client concerns promptly. Your insights and feedback will help shape our product offerings and improve our overall customer experience, allowing us to better meet the evolving needs of our clients. We value innovation and initiative, encouraging our Banking Relationship Managers to bring forward ideas that enhance our services and support our growth objectives.

This role requires a strong understanding of financial markets and the ability to adapt to changing client needs. You will play a crucial role in driving our client satisfaction and retention strategies, making a significant impact on our business success.

What you'll do

  • Develop and maintain client relationships.
  • Promote banking products and services.
  • Conduct market research to identify opportunities.

What you'll need

  • Bachelor's degree in Finance or Business.
  • Experience in banking or financial services.
  • Strong communication and interpersonal skills.

Skills

Excellent negotiation skills. Strong analytical skills. Ability to work independently.

Good to have

Certifications in finance. Experience with CRM software.

Benefits

  • Performance bonuses.
  • Health and wellness programs.
  • Retirement savings plan.

Interested in this role?

It takes about two minutes. Free to apply — UrbanHiring never asks candidates for money.

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Questions about this job

What are the primary responsibilities of this role?
Managing client relationships and advising on financial products.
Is this position remote or onsite?
It's a hybrid role, allowing both onsite and remote work.
What qualifications are preferred?
A degree in Finance or related field with banking experience is preferred.

Listing last updated

Banking Relationship Manager

₹50,000–90,000 a month

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