Website:
saraswat.bank.in
Job details:
Company Description Saraswat Bank is a well-established banking institution that engages customers through its official LinkedIn presence, sharing information about its products and services. The bank focuses on building long-term relationships with customers while keeping them informed about developments in the banking industry. Team members are encouraged to be part of a collaborative and customer-centric environment. Saraswat Bank offers opportunities to grow in retail and commercial banking, while contributing to high-quality service delivery. The organization values professionalism, integrity, and continuous learning.
Role Description The Relationship Manager is a full-time, on-site role based in Kalyan. In this position, the Relationship Manager will manage and grow a portfolio of customer accounts, provide information on banking products and services, and offer tailored solutions aligned with customer needs. Daily responsibilities include meeting existing and prospective customers, handling inquiries, assisting with account openings and product cross-selling, and maintaining accurate records in line with internal policies. The role also involves monitoring customer satisfaction, resolving issues promptly, coordinating with internal departments, and contributing to branch-level business targets and compliance standards.
Qualifications
- Candidates should possess strong customer relationship management and client servicing skills.
- Candidates should possess skills in sales, cross-selling, and basic financial advisory within a banking or financial services context.
- Candidates should possess communication, interpersonal, and negotiation skills to interact effectively with diverse customers.
- Candidates should possess organizational, documentation, and time-management skills to handle multiple customer requests efficiently.
- Candidates should possess familiarity with banking products, regulatory guidelines, and basic credit and risk concepts.
- Candidates should possess proficiency with standard office software, CRM tools, and digital banking platforms.
- Relevant experience in retail banking, financial services, or customer-facing roles is preferred.
- A bachelor’s degree in commerce, finance, business administration, or a related field is beneficial.
- Ability to work on-site in Kalyan, meet business targets ethically, and adhere to compliance and confidentiality standards.
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