About the role

Relationship Manager

Job Summary:

The Relationship Manager at Royale AU Small Finance Bank plays a pivotal role in building and maintaining strong relationships with clients to deliver exceptional financial services. With a focus on customer satisfaction and financial growth, this position significantly contributes to the overall success and reputation of the organization.

Key Responsibilities:

Develop and maintain long-term relationships with clients by understanding their financial needs and providing tailored solutions.
Conduct regular meetings with clients to offer advice on banking products and services to enhance their financial portfolios.
Identify opportunities for cross-selling and upselling banking products to meet clients’ diverse financial needs.
Monitor industry trends and competitor offerings to provide innovative solutions to clients and stay ahead in the market.
Resolve client inquiries and issues promptly and effectively, ensuring a high level of customer satisfaction.
Prepare and present financial proposals and reports to clients, highlighting potential benefits and opportunities.
Collaborate with internal teams to support client onboarding and ensure seamless service delivery.

Requirements:

Bachelor’s degree in Finance, Business Administration, or related field.
Minimum of 2 years of experience in relationship management or sales within the banking or financial services sector.
Strong knowledge of banking products, services, and financial regulations.
Excellent communication, interpersonal, and negotiation skills to effectively manage client relationships.
Proficiency in CRM software and Microsoft Office Suite.
Ability to analyze financial data and provide sound advice based on insights.
Demonstrated ability to meet and exceed sales targets and performance metrics.

Preferred Qualifications:

Master’s degree in Finance, Business Administration, or related field.
Prior experience in a small finance bank or microfinance institution.
Certification in Financial Planning or related fields.
Familiarity with digital banking trends and technologies.
Strong networking abilities to enhance relationships within local communities.

Benefits:

Competitive salary with performance-based bonuses and incentives.
Comprehensive health and wellness benefits for employees and their families.
Retirement savings plan with employer contributions.
Ongoing professional development and training opportunities.
Flexible working hours with options for remote work.
Employee recognition programs and rewards for outstanding performance.
Work in a supportive and inclusive environment that values diversity.

Relationship Manager Royale