New Opening of Relationship Manager in Banca Channel (Tele Vertical) Job Description Template
The Relationship Manager in Banca Channel (Tele Vertical) will play a pivotal role in driving business growth by managing client relationships through telephonic interactions. The ideal candidate will be responsible for achieving sales targets, delivering excellent customer service, and building lasting relationships with clients and partners.
Responsibilities
- Develop and maintain strong relationships with clients through regular telephonic interactions.
- Achieve monthly and quarterly sales targets by promoting financial products and services.
- Assist clients with resolving issues and addressing product-related queries.
- Maintain up-to-date knowledge of financial products and market trends.
- Collaborate with internal teams to ensure smooth onboarding and servicing of clients.
- Prepare and present sales reports and forecasts to management.
- Ensure compliance with regulatory and company policies in all client interactions.
Qualifications
- Bachelor's degree in Business, Finance, or related field.
- Proven experience in sales, preferably in the banking or financial industry.
- Strong customer service skills and the ability to manage multiple client accounts.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Goal-oriented with a demonstrated track record of meeting or exceeding sales targets.
Skills
- Salesforce
- CRM software
- Microsoft Office Suite
- Telemarketing skills
- Negotiation
- Client relationship management
- Financial product knowledge
Frequently Asked Questions
A Relationship Manager in the Banca Channel (Tele Vertical) focuses on building and maintaining relationships with clients over the phone. They work with financial institutions to sell insurance and banking products, handle customer inquiries, and provide product recommendations. Their goal is to meet sales targets while ensuring customer satisfaction and loyalty through effective communication and service delivery.
To become a Relationship Manager in the Banca Channel (Tele Vertical), candidates typically need a bachelor's degree in Finance, Business Administration, or a related field. Relevant work experience in sales, finance, or customer service is also beneficial. Strong communication and interpersonal skills are essential, and candidates should demonstrate an ability to achieve sales targets through telephonic interaction.
The average salary for a Relationship Manager in the Banca Channel (Tele Vertical) varies depending on experience, location, and organization. Typically, the compensation includes a base salary and performance-based incentives or bonuses. Relationship Managers can expect earnings proportional to their sales success, the company's policies, and the market's competitive landscape.
For a Relationship Manager role in the Banca Channel (Tele Vertical), candidates usually require a bachelor's degree in a relevant field such as Financial Services, Marketing, or Business. Additional certifications in sales or insurance can enhance a candidate's profile. Employers look for prior experience in banking or related fields, with an emphasis on skills like communication, customer service, and sales proficiency.
A Relationship Manager in Banca Channel (Tele Vertical) needs strong communication, negotiation, and problem-solving skills. Responsibilities include identifying sales opportunities, cross-selling financial products, addressing client queries, and ensuring customer satisfaction. They must analyze client needs and provide tailored advice to enhance the client experience and drive business growth through telephone interactions.