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Job Details

Relationship Manager

Vacancy
05
Job Responsibilities
Key Responsibilities
  • Client Relationship Management: Building rapport, serving as the main point of contact, and fostering long-term loyalty.
  • Sales and Growth: Meeting or exceeding sales targets through cross-selling and upselling products or services
    .
Account Management: Onboarding new clients, conducting portfolio reviews, and ensuring contractual compliance.
Customer Support & Issue Resolution: Resolving client issues and complaints swiftly to maintain satisfaction.
Market Research: Analyzing market trends and competitor activity to improve retention and service offerings.
Collaboration: Working with marketing, sales, and support teams to deliver a cohesive client experience
Employment Status
28
Educational Requirements
  • Educational Qualification: Graduate degree in Commerce, Finance, or Marketing.
  • Preferred Degree: MBA or PGDM (Finance/Marketing) is more beneficial, especially for big banks.
  • Work Experience: 1-3 years of prior experience in sales, banking, or customer relations is considered very important.
  • Skills Required:
    • Excellent communication and negotiation skills.
    • Ability to build and maintain customer relationships.
    • Basic Computer and IT Knowledge.
    • Experience in meeting sales targets
Experience Requirements
Qualification by Job Type:
  • Large Banks/Corporate (RM): MBA/PGDM and 3-5 years of experience.
  • Small Institutes/Associate RM: 10th pass or Graduate with 1-2 years of experience. 
Additional Requirements
Key Additional Requirements for RM Jobs:
  • Experience: 1 to 3-4 years of sales experience in wealth management or banking (especially for experience positions).
  • Education: Graduate (Commerce/Maths background preferred) or MBA in Finance/Marketing.
  • Skills:
    • Communication: Excellent verbal and written communication skills.
    • Sales and Negotiation: Ability to sell products (Upselling/Cross-selling).
    • Relationship Management: Solving customer problems and building trusting relationships.
    • Computer Knowledge: Good understanding of MS Office (Excel, PowerPoint).
  • Ability:
    • Professional Qualification: Any additional certification in Banking/Finance (like NISM).
    • Analytical Ability: Ability to analyze financial data.
  • Personal Characteristics: High energy, target-oriented, and ability to pay attention to fine details.
Job Location
Patna , Delhi, Kolkata , Darbhanga
Salary
  • Major Bank Salary (Avg. Annual): HDFC Bank (₹7.1L - ₹8.6L), Axis Bank (₹6.3L - ₹7L), IndusInd Bank (₹6.1L - ₹7.7L), Yes Bank (₹7.1L - ₹8L).
  • Salary in Bihar: The average monthly salary of an RM in Bihar can range from around ₹24,000 - ₹57,000, depending on the city.
  • Location and Experience: Salary can go up to ₹14 lakh+ per annum in metros like Bengaluru.
  • Factors affecting salary: Work experience, skills, city, and size of the employing company.
Compensation & Other Benefits
  • Attractive Salary and Incentives: RMs usually receive good salaries, and also receive attractive bonuses and commissions for good performance.
  • Rapid Career Growth: As you gain experience in this role, you can easily advance to senior positions.
  • Networking and relationship building: You get the opportunity to work directly with high-level clients and business partners, which improves your professional networking.
  • Variety and Challenge: This work is never boring, as every client has different problems and needs.
  • Skill Development: Communication, problem-solving and sales skills improve tremendously.
  • Cross-selling/Upselling: By selling new products to existing customers, you directly contribute to the business's revenue.
Read Before Apply
  • Attractive Incentives: Additional bonuses and commissions are available on achieving targets.
  • Fast Career Growth: This position offers quick promotions (e.g. Senior RM, Branch Manager) based on performance.
  • Networking: Opportunity to build strong professional relationships with high-net-worth individuals (HNIs) and corporate clients.
  • Skill development: Sales, negotiation, and client management skills improve.
  • Job Stability: This is an important and demanding role in financial institutions
Email Address
Send your CV to hellow@finnove.info.
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