Relationship Manager

About This Role

This Relationship Manager role at ICICI Bank focuses on acquiring new customers, managing existing client relationships, and promoting banking products to achieve sales and revenue targets. It suits a customer-focused and target-oriented professional with strong communication, negotiation, and relationship management skills, and an interest in banking and business development.

Responsibilities

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

Requirements

• Graduate in any discipline from a recognized university
• 1

-4 years of experience in banking, sales, BFSI, customer relationship management, or financial services

• 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

Nice to have:

• Banking or financial product sales experience

About the Company