Relationship Manager

Job Summary

Shashwatlaxmi Urban Nidhi Ltd. is looking for a dynamic and customer-focused Relationship Manager (RM) to build and maintain strong customer relationships, generate business opportunities, and support branch growth initiatives. The ideal candidate should possess excellent communication skills, customer handling experience, and the ability to develop long-term client relationships.

Key Responsibilities

Customer Relationship Management

Build and maintain strong relationships with existing and prospective customers.

Understand customer financial needs and recommend suitable company products.

Handle customer queries, complaints, and service requests professionally.

Ensure high levels of customer satisfaction and retention.

Business Development

Generate new business through customer references, networking, and field activities.

Promote company products such as Fixed Deposits (FD), Daily Deposits (DD), Monthly Investment (MI), and Loan Products,

Achieve assigned business and customer acquisition targets.

Cross-sell and up-sell company products to existing customers.

Customer Engagement & Events

Organize customer meets, promotional activities, and awareness events.

Participate in marketing campaigns and local business development initiatives.

Build strong community relationships to enhance the company's market presence.

Portfolio Management

Maintain and grow the customer portfolio.

Regularly follow up with customers regarding renewals, investments, and service requirements.

Maintain accurate customer records and activity reports.

Coordination & Reporting

Coordinate with branch, operations, and sales teams for smooth customer servicing.

Prepare daily, weekly, and monthly business reports.

Support branch growth and customer retention initiatives.

Eligibility

Graduate in any discipline.

Minimum 2+ years of experience in Banking, NBFC, Insurance, Finance, Sales, or Customer Relationship Management.

Fresh candidates with excellent communication and sales aptitude may also be considered.

Required Skills

Excellent communication and interpersonal skills.

Strong customer handling and relationship-building abilities.

Sales and business development mindset.

Ability to organize events and networking activities.

Problem-solving and negotiation skills.

Basic knowledge of MS Office.

Salary & Benefits

Attractive Salary Package

Performance-Based Incentives

Petrol Allowance (if applicable)

Career Growth Opportunities

Work Location

Old Sangvi, Pune

Why Join Us?

Opportunity to build a rewarding career in the financial sector.

Direct interaction with customers and business leaders.

Professional growth and learning opportunities.

Supportive and growth-oriented work environment.

Interested candidates can apply immediately with their updated resume.

Pay: From ₹22,000.00 per month

Work Location: In person