Relationship Manager CV & CE

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:- We are seeking a dynamic and experienced professional to join AU Small Finance Bank Limited's Sales Department as a key client relationship leader. This role involves managing and expanding the bank's portfolio of clients by delivering tailored financial solutions that meet their unique needs. The ideal candidate will possess a deep understanding of financial products, excellent interpersonal skills, and a proven track record in client acquisition and retention within the financial services sector. This position demands strategic thinking, strong negotiation capabilities, and the ability to work collaboratively across departments to drive business growth and enhance customer satisfaction.
Responsibilities:-
Develop and maintain strong relationships with existing and prospective clients to understand their financial needs and provide appropriate banking solutions.
Identify and pursue new business opportunities to expand the client base and increase the bank’s market share in the financial services sector.
Conduct detailed financial analysis and risk assessments to recommend suitable products and services aligned with client profiles.
Collaborate with internal teams including credit, operations, and product specialists to ensure seamless service delivery and client satisfaction.
Monitor client portfolios regularly to identify opportunities for upselling and cross-selling of banking products.
Ensure compliance with regulatory requirements and internal policies while managing client accounts and transactions.
Prepare and present detailed reports on client activities, market trends, and sales performance to senior management.
Lead negotiations and close deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Provide mentorship and guidance to junior sales staff to enhance team performance and professional development.
Stay updated with industry developments, competitor activities, and emerging financial products to maintain a competitive edge.
Skill:-
Client Relationship Management
Financial Product Knowledge
Risk Assessment and Analysis
Sales Strategy Development
Negotiation and Deal Closure
Regulatory Compliance
Portfolio Management
Cross-functional Collaboration
Market Research and Analysis
Communication and Presentation Skills
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 client relationship management or sales within the financial services industry, preferably in banking.
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*#

Work arrangement
No