Associate Relationship Manager

Job Description

Key Responsibilities:

• Develop and maintain strong relationships with existing and potential clients.
• Understand client requirements and offer appropriate financial products/services (e.g., banking, investment, insurance).
• Support Relationship Managers in client onboarding, documentation, and servicing needs.
• Meet and exceed sales targets through cross-selling and upselling opportunities.
• Conduct regular follow-ups, portfolio reviews, and service calls with clients.
• Coordinate with internal teams to resolve customer issues efficiently.
• Stay updated on market trends, competitor offerings, and product knowledge.
• Maintain accurate records of client interactions and sales activities in the CRM system.

Candidate requirement

• Bachelor’s degree or graduation in any field.
• Experience: 1 to 2 year in field sales and marketing.
• Age 21 to 38 years.

Kindly Contact Us at:

Shashi || HR Team

Phone/WhatsApp: +91 8460886875