Relationship Manager

Job content

Job Description:

Position Summary:
As a Relationship Manager, you will be responsible for fostering and maintaining strong relationships with clients to ensure their satisfaction and loyalty. You will serve as the primary point of contact for clients, addressing their needs, resolving issues, and providing guidance on financial products and services. Your role will be crucial in driving business growth through client retention and acquisition.

Key Responsibilities:

• Client Relationship Management:
• Develop and maintain strong, long-term relationships with clients through regular communication and personalized service.
• Understand clients’ financial goals, preferences, and concerns to offer tailored solutions.
• Act as a trusted advisor, providing expert guidance on financial planning, investment opportunities, and risk management.
• New Business Development:
• Identify opportunities to expand the client base through referrals, networking, and outreach activities.
• Collaborate with sales and marketing teams to develop strategies for acquiring new clients and promoting products and services.
• Conduct presentations and meetings to pitch offerings and onboard new clients.
• Account Management:
• Oversee the onboarding process for new clients, ensuring smooth transitions and accurate documentation.
• Monitor clients’ accounts and portfolios to proactively address any issues or changes in financial circumstances.
• Coordinate with internal teams to fulfill client requests and resolve inquiries in a timely manner.
• Compliance and Risk Management:
• Adhere to regulatory requirements and company policies governing financial transactions and client interactions.
• Stay informed about industry trends, market conditions, and changes in regulations affecting financial services.
• Identify and mitigate potential risks related to client relationships, investments, and business operations.
• Performance Tracking and Reporting:
• Track key performance indicators (KPIs) related to client satisfaction, retention, and revenue generation.
• Prepare regular reports and presentations to communicate progress, challenges, and opportunities to management.
• Analyze data and feedback to identify areas for improvement and implement strategies to enhance service quality and efficiency.

Qualifications:

• Bachelor’s degree in finance, business administration, or a related field (Master’s degree preferred).
• Proven experience in client relationship management, preferably in the financial services industry.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport with diverse clients and collaborate effectively with internal teams.
• Proficiency in using CRM software, Microsoft Office Suite, and other relevant tools.
• Certification (e.g., CFP, CFA, FINRA licenses) is a plus.

This job description outlines the key responsibilities and qualifications for a Relationship Manager role in the financial services industry.

Job Types: Full-time, Permanent

Pay: ₹18,000.00 - ₹20,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Flexible schedule
• Food provided
• Health insurance
• Internet reimbursement
• Leave encashment
• Life insurance
• Paid sick time
• Paid time off

Schedule:

• Day shift
• Morning shift
• Rotational shift

Supplemental pay types:

• Commission pay
• Overtime pay
• Performance bonus
• Quarterly bonus
• Yearly bonus

Education:

• Bachelor’s (Preferred)

Experience:

• total work: 1 year (Preferred)
• Sales: 1 year (Preferred)
• Management: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 8303157873