Relationship Manager

Company: ICICI Bank
Job Title: Relationship Manager
Department: Sales & Relationship Management
Industry: Banking, Financial Services and Insurance (BFSI)
Experience: 1–4 Years
Qualification: Graduate in any discipline
Job Type: Full-Time

About ICICI Bank

ICICI Bank is one of India's leading private-sector banks, offering a wide range of banking, financial, investment, and digital banking solutions to individuals and businesses. The bank focuses on delivering customer-centric financial services, building long-term relationships, and providing innovative banking solutions.

Job Summary

ICICI Bank is seeking a customer-focused and target-oriented Relationship Manager to acquire new customers, manage existing client relationships, promote banking products, and achieve assigned sales and revenue targets. The candidate will be responsible for generating leads, identifying customer needs, recommending suitable financial products, and ensuring a high level of customer satisfaction.

The ideal candidate should possess strong communication, negotiation, and relationship management skills, along with an interest in banking, financial services, and business development.

Key Responsibilities

• Customer Acquisition: Acquire new customers through referrals, lead generation, networking, and other sales activities.
• Relationship Management: Build, maintain, and strengthen long-term relationships with existing customers to improve customer satisfaction and retention.
• Banking Product Sales: Promote and sell banking and financial products, including savings accounts, current accounts, loans, credit cards, deposits, and other applicable banking services.
• Target Achievement: Achieve monthly and quarterly sales, revenue, and customer acquisition targets.
• Cross-selling and Upselling: Identify opportunities to cross-sell and upsell suitable banking products based on customer requirements.
• Lead Generation: Generate and follow up on potential customer leads to convert prospects into active customers.
• Customer Service: Handle customer queries, resolve service-related issues, and recommend appropriate banking solutions.
• CRM Management: Maintain accurate customer records, sales activities, lead status, and follow-up details in the Customer Relationship Management (CRM) system.
• Financial Needs Assessment: Understand customers' financial requirements and recommend suitable products and services.
• Internal Coordination: Coordinate with internal banking teams to ensure timely processing of customer requests and smooth service delivery.
• Sales Reporting: Prepare sales reports, monitor performance, and track progress toward assigned business targets.
• Customer Retention: Maintain regular contact with customers, address their concerns, and identify opportunities to strengthen engagement.

Candidate Requirements

• Graduate in any discipline from a recognized university.
• 1–4 years of experience in banking, sales, BFSI, customer relationship management, or financial services.
• Banking or financial product sales experience is preferred.
• Strong communication, interpersonal, negotiation, and convincing skills.
• Good customer-handling and relationship-building abilities.
• Ability to generate leads, acquire customers, and achieve sales targets.
• Basic understanding of banking products and financial services.
• Familiarity with CRM systems, customer records, and sales reporting.
• Customer-oriented, self-motivated, and comfortable working in a target-driven environment.
• Ability to manage multiple clients and follow up on sales opportunities effectively.

Required Skills

• Relationship Management
• Sales and Business Development
• Customer Acquisition and Retention
• Banking Products and Financial Services
• Lead Generation and Conversion
• Cross-selling and Upselling
• Client Handling and Customer Service
• Negotiation and Communication Skills
• Customer Relationship Management (CRM)
• Sales Planning and Target Achievement
• Problem-solving and Follow-up Management

Key Performance Indicators (KPIs)

• Achievement of monthly and quarterly sales targets.
• Number of new customers acquired.
• Revenue generated through banking product sales.
• Cross-selling and upselling performance.
• Customer retention and relationship growth.
• Lead conversion rate.
• Customer satisfaction and service quality.
• Accuracy of CRM records and sales reporting.

Work Environment

The Relationship Manager will work in a banking and financial services environment, interacting with new and existing customers, identifying financial needs, promoting banking products, and coordinating with internal teams to deliver effective customer solutions.

Ideal Candidate Profile

The ideal candidate is a confident, customer-focused professional with strong sales and relationship management abilities. They should be capable of acquiring new customers, developing long-term client relationships, identifying cross-selling opportunities, and consistently achieving business targets while maintaining high standards of customer service.

Pay: ₹400,000.00 - ₹700,000.00 per year

Work Location: In person