About this role
Job Summary**
We are seeking an experienced and highly motivated Relationship Manager to join our team in Tirupati. This role is responsible for building and maintaining strong, long-lasting customer relationships, identifying client needs, and providing tailored financial solutions to achieve business growth and customer satisfaction.
Job Responsibilities**
* Develop and manage a portfolio of high-net-worth individual and corporate clients in Tirupati and surrounding areas. * Proactively identify client financial needs and cross-sell appropriate banking products and services, including loans, investments, insurance, and other financial solutions. * Act as a primary point of contact for clients, providing exceptional customer service and resolving inquiries and issues efficiently. * Conduct regular meetings and reviews with clients to understand their financial goals and adapt strategies accordingly. * Prepare and present financial proposals and solutions to clients, ensuring alignment with their risk appetite and objectives. * Monitor market trends and competitor activities to identify new business opportunities and threats. * Collaborate with internal teams (e.g., product specialists, credit, operations) to deliver seamless client experiences. * Ensure compliance with all regulatory requirements and internal policies. * Maintain accurate and up-to-date client records and sales activities in the CRM system. * Achieve individual and team sales targets and contribute to the overall growth of the branch.
Job Qualifications**
* Bachelor's degree in Business Administration, Finance, Economics, or a related field. * Minimum of 3-5 years of experience in relationship management, sales, or a client-facing role within the banking or financial services industry. * Proven track record of achieving sales targets and building strong client relationships. * Excellent communication, negotiation, and interpersonal skills. * Strong understanding of financial products, services, and market dynamics. * Ability to analyze financial data and provide sound financial advice. * Customer-focused with a strong commitment to service excellence. * Proficiency in local language (Telugu) and English. * Valid driver's license and willingness to travel within Tirupati and surrounding areas as needed. * Ability to work independently and as part of a team in a fast-paced environment.