Assistant Relationship Manager – BBD-1 (Outsource)

About the role

The Assistant Relationship Manager supports Relationship Managers in delivering banking services, ensuring client satisfaction and contributing to revenue targets.

Key responsibilities

• Support Relationship Managers in delivering services and achieving revenue targets.
• Attend to after‑sales service requests, educate business banking clients on IVR, online banking, call‑center and cash‑management solutions.
• Prepare and present high‑quality call reports and credit applications, analysing financial statements for approval.
• Ensure credit proposals comply with bank policies and regulatory requirements, verify collateral and monitor disbursements.
• Liaise with internal departments such as credit‑risk, legal, operations and trade finance to ensure swift transaction turnaround.

Required profile

• Minimum three years of experience in customer service within a banking or financial environment.
• Strong understanding of banking products, credit analysis and regulatory frameworks.
• Ability to maintain high service standards and handle customer inquiries professionally.

Required skills

• Product knowledge of IVR, online banking, call‑center and cash‑management services.
• Effective communication and computer proficiency.
• Cross‑selling and problem‑solving capabilities.