Urwah Admin

Petpooja

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 Roles and Responsibilities:
 
 
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 Build and maintain strong, long-term relationships with existing and prospective clients.
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 Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine &amp; QR codes.
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 Act as the primary point of contact for clients regarding financial product inquiries.
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 Meet or exceed sales and revenue targets by upselling financial products and services.
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 Conduct regular client meetings to review financial status and update service needs.
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 Properly collect basic documents &amp; stay updated during all processes.
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 Work closely with internal departments such as operations, support &amp; compliance to ensure seamless service delivery.
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 Stay updated on banking regulations, market trends, and financial product developments.
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 </ul>
 
 
 Additional Qualification and Skills:
 
 
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 Bachelor&rsquo;s degree in Finance, Business, Economics, or related field.
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 1+ years of experience in banking, financial services, or relationship management.
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 Strong understanding of financial products, banking regulations, and compliance.
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 Excellent communication, negotiation, and interpersonal skills.
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 Proven track record of meeting sales goals and delivering exceptional customer service.
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 </ul>
 
 
 
 
 Email: aastha.wadhwa@petpooja.com
 
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Relationship Manager (Field Sales)

Join Petpooja and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Petpooja

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Relationship Manager (Field Sales)