Job Description

We are seeking a proactive and customer-focused Relationship Manager to build and maintain long-term relationships with clients. The role involves client acquisition, portfolio management, and ensuring customer satisfaction through tailored financial solutions. The ideal candidate will have strong communication, sales, and advisory skills to drive business growth while delivering excellent service.Key Responsibilities:- Acquire, manage, and retain clients to achieve business targets.- Build strong, trust-based relationships with customers and act as their primary point of contact.- Understand clients' financial needs and provide appropriate investment, banking, or insurance solutions.- Cross-sell and up-sell relevant financial products to enhance client portfolios.- Conduct regular review meetings with clients to ensure satisfaction and address service gaps.- Collaborate with internal teams to resolve client queries and provide seamless service.Stay updated with market trends, competitor offerings, and regulatory guidelines.Key Skills & Competencies:- Strong relationship management and customer service orientation.- Excellent communication, negotiation, and interpersonal skills.- Ability to understand financial products and market dynamics.- Sales-driven mindset with target achievement orientation.- Problem-solving and conflict-resolution skills.Qualifications & Experience:- Graduate/Postgraduate in Finance, Business, or related field.- 2-6 years of experience in Banking, Financial Services, or Insurance (BFSI) sector.- Proven track record in client acquisition and portfolio management.Interested candidate can share their resume at +91 84888 33693 (ref:updazz.com)

Skills Required