Relationship Manager - Inhouse Sales
Description
Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager - Inhouse Sales
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#
Educational qualifications preferred
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
- Develop and maintain strong relationships with existing and prospective clients to achieve sales targets and enhance customer satisfaction.
- Identify client needs and recommend appropriate financial products and services offered by AU Small Finance Bank Limited.
- Collaborate with internal teams to ensure seamless delivery of banking solutions and resolve client issues promptly.
- Conduct regular client reviews to assess portfolio performance and identify opportunities for cross-selling and up-selling.
- Monitor market trends and competitor activities to provide insights and adapt sales strategies accordingly.
- Prepare and present detailed sales reports, forecasts, and client feedback to senior management.
- Ensure compliance with regulatory requirements and internal policies during all client interactions and transactions.
- Participate in training programs to stay updated on new products, services, and industry best practices.
- Manage the end-to-end sales process including lead generation, negotiation, and closure of deals.
- Build a robust pipeline of potential clients through networking, referrals, and targeted outreach.
- Client Relationship Management
- Financial Product Knowledge
- Sales Strategy Development
- Negotiation and Closing Skills
- Regulatory Compliance
- Market Analysis
- Cross-selling and Up-selling Techniques
- CRM Software Proficiency
- Communication and Presentation Skills
- Problem-solving and Conflict Resolution
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification is preferred.
- Minimum of 5 years of experience in sales or relationship management within the financial services industry, preferably in banking.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
- Physical: #*Physical*#
- Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
Other details
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#