Relationship Manager

Roles and Responsibilities:

● Build and maintain strong, long-term relationships with existing and prospective clients.

● Identify client financial needs and provide tailored solutions, including business loans,

current accounts, swipe machine & QR codes.

● Act as the primary point of contact for clients regarding financial product inquiries.

● Meet or exceed sales and revenue targets by upselling financial products and services.

● Conduct regular client meetings to review financial status and update service needs.

● Properly collect basic documents & stay updated during all processes.

● Work closely with internal departments such as operations, support & compliance to ensure

seamless service delivery.

● Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualifications and Skills:

● Bachelor’s degree i...

Ready to Apply?

Submit your application today and join our talented team at Petpooja.