Relationship Manager

Job Description

Job Description 
A Relationship Manager works with banks and insurance companies to provide financial services to customers. They help customers understand their financial needs and recommend the best products.

Roles & Responsibility 

• Understand a customer’s financial goals and needs.
• Help customers to choose the best financial products for their needs.
• Maintain relationships with customers and bank staff.
• Cross-sell and up-sell products to bank customers.
• Work with bank staff to identify potential customers.
• Coach bank employees on sales techniques.

Qualification & Experience: 

• Graduate degree is mandatory.
• Minimum 2 years in sales/marketing.
• Must be a resident or native of the area for 3+ years.
• Basic knowledge of insurance/banking operations.
• Strong communication & interpersonal skills.

For more information – Kindly contact us:
Ayushi Lad | HR Team 
+91 84603 77032 | Ayushi@tekpillar.com