Ubit Bazar Pvt Ltd

Lucknow, Uttar Pradesh

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