Relationship Manager - Banca

As a Relationship Manager, you will play a crucial role in our Bancassurance department at USGI Legal Entity. Your primary objective is to establish and nurture strong relationships with Banca clients, understanding their needs and offering tailored financial solutions. This role is key to driving business growth and expanding our client base in the Delhi market.

Responsibilities

• Build and maintain a robust network of Banca clients, focusing on relationship-building and client satisfaction.
• Identify and target new business opportunities, especially fresh premium accounts, to expand our client portfolio.
• Conduct thorough needs analysis for Banca clients, offering personalized financial advice and solutions.
• Collaborate with internal teams to develop and implement effective sales strategies for the Banca segment.
• Stay updated on industry trends and market dynamics to provide insightful recommendations to clients.
• Ensure timely and accurate documentation of client interactions and transactions.
• Provide exceptional customer service, addressing client inquiries and concerns promptly.
• Attend industry events and conferences to represent the company and network with potential clients.
• Maintain a high level of professionalism and ethical standards in all client interactions.
• Achieve individual and team sales targets, contributing to the overall business growth.

Qualifications

• A bachelor's degree in Finance, Business Administration, or a related field is preferred.
• Minimum 3 years of experience in a relationship management or sales role, preferably in the banking or insurance industry.
• Strong knowledge of financial products and services, especially those relevant to the Banca market.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build rapport and establish long-term relationships with clients.
• Analytical mindset with skills in data interpretation and problem-solving.
• Proficiency in using CRM systems and other relevant software.
• Flexibility to work in a dynamic and fast-paced environment.
• Willingness to travel within the Delhi region for client meetings and events.
• Fluency in English and Hindi is essential; knowledge of other regional languages is an advantage.