Relationship Manager
Published date: 2026/11/07
- Location: Udaipur, Rajasthan, India
JOB ROLE :
.Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
.Sources new bank customers through external individual efforts and acquisition channel.
.Cross sells bank products to existing set of Branch customers which are mapped.
.Informs customers of new products or product enhancements to further expand the banking relationship.
.Plans and conducts special sales initiatives and events for prospective and existing clients.
.Coordinates with other group companies to provide seamless access to other products.
.Maintains complete relationship record for assigned customer accounts.
.Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
.Graduate - 3 -5 years of experience
.Post Graduate - 2 -3 years of experience
.Customer orientation
.High energy and drive AMFI / IRDA certified is preferred
.Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
.Sources new bank customers through external individual efforts and acquisition channel.
.Cross sells bank products to existing set of Branch customers which are mapped.
.Informs customers of new products or product enhancements to further expand the banking relationship.
.Plans and conducts special sales initiatives and events for prospective and existing clients.
.Coordinates with other group companies to provide seamless access to other products.
.Maintains complete relationship record for assigned customer accounts.
.Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
.Graduate - 3 -5 years of experience
.Post Graduate - 2 -3 years of experience
.Customer orientation
.High energy and drive AMFI / IRDA certified is preferred
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