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Relationship Manager @ Petpooja

Home > Enterprise & B2B Sales

 Relationship Manager

Job Description

Roles and Responsibilities:

  • Build and maintain strong, long-term relationships with existing and prospective clients.
  • Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.
  • Act as the primary point of contact for clients regarding financial product inquiries.
  • Meet or exceed sales and revenue targets by upselling financial products and services.
  • Conduct regular client meetings to review financial status and update service needs.
  • Properly collect basic documents & stay updated during all processes.
  • Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
  • Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualification and Skills:

  • Bachelors degree in Finance, Business, Economics, or related field.
  • 1+ years of experience in banking, financial services, or relationship management.
  • Strong understanding of financial products, banking regulations, and compliance.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proven track record of meeting sales goals and delivering exceptional customer service.

Job Classification

Industry: Software Product
Functional Area / Department: Sales & Business Development
Role Category: Enterprise & B2B Sales
Role: Area Sales Manager (B2B)
Employement Type: Full time

Contact Details:

Company: Petpooja
Location(s): Mumbai

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Keyskills:   Sales Fintech Bfsi Sales Field Sales Casa Sales Banking Sales

 Fraud Alert to job seekers!

₹ -5.5 Lacs P.A

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Petpooja

About Company :Petpooja is the largest next generation Point of Sale Software platform with the usage of more than 25,000+ outlets live across India. We are a Product base software company based out of Ahmedabad, Gujarat.The company is present in more than 135+ cities across...