Relationship Manager - Vijayawada
About this role
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Tata Capital
Skills you'll use
What you'll do
- * Cultivate and maintain strong, long-term relationships with existing and prospective clients in Vijayawada and surrounding regions.
- * Proactively identify client needs and cross-sell appropriate financial products and services, including loans, deposits, investments, and wealth management solutions.
- * Conduct regular client meetings to review financial portfolios, understand evolving needs, and provide personalized advice.
- * Prepare and present financial proposals, ensuring alignment with client objectives and company policies.
- * Achieve individual and team sales targets and contribute to the overall growth of the branch.
- * Monitor market trends and competitor activities to identify new business opportunities.
- * Ensure compliance with all regulatory guidelines and internal policies.
- * Resolve client queries and issues efficiently and professionally, escalating when necessary.
- * Collaborate with internal teams (e.g., credit, operations, product development) to deliver seamless client service.
- * Maintain accurate and up-to-date client records and reporting.
Who can apply
- * Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- * Minimum of 3-5 years of experience in relationship management, sales, or banking, preferably in Vijayawada.
- * Proven track record of achieving sales targets and building strong client relationships.
- * Excellent communication, interpersonal, and negotiation skills.
- * Strong understanding of financial products and services, including retail banking, corporate banking, or wealth management.
- * Ability to analyze financial data and provide sound financial advice.
- * Customer-centric approach with a strong commitment to service excellence.
- * Proficiency in local language (Telugu) and English, both written and verbal.
- * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- * Ability to work independently and as part of a team in a fast-paced environment.
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