Relationship Manager - Vijayawada

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Skills you'll use

What you'll do

• * Proactively identify and acquire new high-net-worth individual and corporate clients within the Vijayawada region.
• * Manage and grow an existing portfolio of client relationships, ensuring regular engagement and personalized service.
• * Conduct thorough financial needs analysis for clients, identifying opportunities for cross-selling and up-selling various banking products (e.g., loans, investments, insurance, current/savings accounts).
• * Develop and execute strategies to deepen client relationships and increase their share of wallet.
• * Achieve individual and team sales targets and key performance indicators (KPIs) for revenue generation and client acquisition.
• * Act as the primary point of contact for clients, resolving queries and issues promptly and efficiently.
• * Collaborate with internal departments (e.g., product teams, credit, operations) to deliver seamless client experiences.
• * Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
• * Prepare and present regular reports on client portfolio performance and sales activities.
• * Ensure compliance with all internal policies, procedures, and external regulatory requirements.

Who can apply

• * Bachelor's degree in Business, Finance, Marketing, or a related field. MBA is a plus.
• * Minimum of 3-5 years of experience in relationship management, sales, or business development within the banking or financial services industry.
• * Proven track record of achieving sales targets and building strong client relationships.
• * Excellent communication, interpersonal, and negotiation skills.
• * Strong understanding of banking products, financial markets, and investment principles.
• * Ability to analyze financial data and provide tailored solutions to clients.
• * Self-motivated, results-oriented, and able to work independently and as part of a team.
• * Proficiency in local language (Telugu) and English is essential.
• * Familiarity with the Vijayawada market and local business landscape is highly desirable.

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