Relationship Manager - Udaipur - confidential

    confidential
    confidential Udaipur

    3 days ago

    Full time
    Description

    We are seeking a customer-focused Relationship Manager – RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions.

    Key Responsibilities:

    • Manage a portfolio of retail banking customers (liabilities and assets)
    • Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans
    • Drive customer engagement through regular interactions and service excellence
    • Achieve assigned sales and revenue targets
    • Ensure compliance with KYC, AML, and other regulatory requirements

    Key Skills:

    • Strong knowledge of retail banking products and services
    • Sales and relationship management expertise
    • Excellent communication and customer service skills
    • Basic knowledge of investment and insurance products
    • Proficiency in banking software and MS Office tools

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