Bank Relationship Manager

Prolegion

1 - 5 years

3 - 6 Lacs

Mumbai

Posted:Just now| Platform:

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Skills Required

Relationship management Senior management Customer satisfaction Process improvement Finance Telecalling Workflow Issue resolution banking products Financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Bank Relationship Manager Location: Onsite at Mumbai, Maharashtra, India Roles and Responsibilities

Develop and maintain a strong working relationship with clients and partners in the banking sector to facilitate ongoing communication and prompt issue resolution.
Leverage telecalling skills to reach out to potential and existing clients to discuss products, services, and solutions that meet their needs.
Coordinate field collection strategies to ensure timely and accurate collection processes are in place and effectively adhered to.
Act as a Floor Manager to oversee daily operations and ensure a smooth workflow, maintaining high productivity and service standards.
Collaborate with internal teams to ensure a seamless client experience and promote cross-functional initiatives for business growth.
Identify key areas for process improvement and contribute to the development and execution of business strategies that enhance client satisfaction and organizational success.
Provide regular updates and reports to senior management regarding client interactions, feedback, and new business opportunities.

Required Qualifications

Bachelor s degree in Business Administration, Finance, or a related field, or equivalent work experience in the banking sector.
Proven experience in relationship management within the financial services industry, preferably in a banking environment.
Excellent communication and interpersonal skills with a strong aptitude for telecalling and engaging clients effectively over the phone.
Demonstrated proficiency in field collection activities, with a keen understanding of the nuances of on-the-ground client interaction and negotiation.
Experience or familiarity with technical skills, especially within the .Net framework, to support understanding of digital banking solutions and products.
Strong leadership capabilities, especially in the capacity of managing a team or acting as a Floor Manager.
Ability to work independently and onsite in Mumbai, Maharashtra, adhering to local business protocols and cultural norms.

Key Responsibilities

Manage and nurture relationships with clients to enhance customer satisfaction and loyalty within the banking sector.
Utilize effective telecalling techniques to introduce, inform, and promote banking products and services to existing and potential customers.
Oversee and implement field collection operations to achieve high efficiency and compliance with organizational standards.
Supervise day-to-day floor activities, ensuring that workflows are optimized and team members are aligned with business goals.
Utilize technical skills related to .Net to liaise with IT and product teams, ensuring that client-facing digital solutions are robust and effective.
Report to senior management regarding client engagements, service gaps, and opportunities for new offerings and enhanced solutions.
Ensure that all client interactions are compliant with financial regulations and internal policies to maintain high standards of professional integrity.

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