Client Relationship Manager

Key Responsibilities:

Customer Engagement:

• Connect with assigned customers as per defined contact policies
• Deliver a high-quality digital banking experience
• Understand customer requirements and recommend suitable products
• Handle inbound/outbound calls as per quality standards
• Resolve customer queries within defined timelines
• Promote digital banking services for enhanced customer convenience
• Maintain accurate records of customer interactions in CRM systems
• Address and resolve customer complaints effectively
• Build long-term customer relationships
• Ensure customer retention and minimize attrition

Sales & Portfolio Management:

• Achieve assigned sales and portfolio targets
• Cross-sell and up-sell banking products (TPP, Assets, Cards, etc.)
• Profile customers to identify sales opportunities
• Ensure eligibility and compliance before offering products
• Monitor key account activities and report as required
• Process customer requests and transactions accurately

Process & Compliance:

• Maintain proper documentation of all customer interactions
• Adhere to banking policies, regulatory norms, and internal guidelines
• Ensure timely updates in CRM and reporting systems

Eligibility Criteria:

• Qualification: Graduate (any stream except B.Tech/BE)
• Experience: Freshers can apply (0–1 year experience preferred)

Key Skills Required:

• Basic knowledge of banking and financial products
• Strong verbal and written communication skills
• Customer-focused approach
• Sales and persuasion abilities
• Basic computer and CRM knowledge
• Ability to build and maintain customer relationships