Relationship Manager for Finance

Role Overview

We are seeking an approachable and energetic relationship manager to establish and nurture strong connections with our clientele. This role involves actively exploring new business prospects, delivering expert advice to customers, assisting clients in making informed decisions, addressing complaints swiftly, and ensuring overall client contentment.

Key Responsibilities

• Possess comprehensive understanding of the organization’s products and services.
• Develop and sustain robust relationships with both potential and current customers.
• Understand client requirements to recommend appropriate financial solutions.
• Maintain professional appearance and conduct aligned with company standards.
• Conduct regular meetings with customers, corporate promoters, and Direct Selling Agents within the financial sector.
• Meet company-set sales targets as a Relationship Manager.
• Engage daily with a provided client database to call customers, conduct research, and pursue fresh sales opportunities.
• Participate in business meetings and relevant finance industry events.
• Enhance and achieve sales objectives by focusing on long-term customer retention.
• Coordinate tasks effectively without causing communication breakdowns between clients and internal teams.
• Guarantee high levels of client satisfaction.

Compensation

The monthly remuneration for this position ranges from 15000 to 27000 INR.