We are looking for a customer-focused Relationship Manager to develop and maintain strong relationships with clients, understand their financial requirements, and provide suitable financial products and services.
Key Responsibilities
- Build and maintain long-term relationships with existing and prospective clients.
- Understand customer financial requirements and recommend suitable products.
- Manage a portfolio of clients and ensure high-quality service.
- Identify new business and cross-selling opportunities.
- Achieve assigned sales and revenue targets.
- Handle customer queries and resolve service-related issues.
- Coordinate with internal teams to process customer requests efficiently.
- Monitor client accounts and maintain accurate customer records.
- Conduct regular client meetings and follow-ups.
- Ensure compliance with company policies and applicable financial regulations.
- Prepare sales and client relationship reports.
Required Skills
- Strong customer relationship and communication skills.
- Good knowledge of financial products and services.
- Strong sales and negotiation abilities.
- Target-oriented and self-motivated approach.
- Good problem-solving and decision-making skills.
- Ability to manage multiple client relationships.
Education
Bachelor's degree in Finance, Business Administration, Economics, Commerce, or a related field. MBA is an advantage.
Key Competencies
- Client Relationship Management
- Sales & Business Development
- Financial Product Knowledge
- Communication
- Negotiation
- Customer Service
- Target Achievement
