Relationships Manager

Ubit Bazar Pvt Ltd

as a sales relationship manager, you will be responsible for acquiring, managing, and nurturing relationships with customers to achieve sales targets for banking products. you will play a key role in driving revenue growth by identifying customer needs, offering suitable banking solutions, and ensuring a high level of customer satisfaction.

**key responsibilities:**

1. **customer acquisition & sales:**

- identify and acquire new customers for various banking products including savings accounts, credit cards, loans, insurance, and investment products.

- conduct sales calls and presentations to potential customers to understand their financial needs and recommend suitable products.

- achieve and exceed sales targets set by the organization.

2. **relationship management:**

- build and maintain strong, long-term relationships with existing customers.

- act as the primary point of contact for customers, providing them with personalized service and addressing their banking needs.

- regularly follow up with clients to ensure satisfaction and address any issues or concerns.

3. **cross-selling & up-selling:**

- identify opportunities for cross-selling and up-selling additional banking products and services to existing customers.

- promote digital banking solutions and educate customers on the benefits of using online and mobile banking services.

4. **market research & analysis:**

- stay informed about market trends, competitor activities, and industry developments to identify new sales opportunities.

- provide feedback to the management team regarding customer preferences and product performance.

5. **compliance & risk management:**

- ensure all sales activities comply with the banks policies, regulatory requirements, and ethical standards.

- perform due diligence on customer profiles and transactions to prevent fraud and mitigate risks.

6. **reporting & documentation:**

- maintain accurate records of sales activities, customer

• Experience

  1 - 3 Years

• No. of Openings

  14

• Education

  Any Bachelor Degree

• Role

  Relationships Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office