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Relationship Manager

2 months ago

Coimbatore, India Viable Search Consultants Full time

The Relationship Manager will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Role Overview:

The Relationship Manager will be responsible for managing and

nurturing relationships with corporate clients, particularly at the CXO level. This role

requires a professional with 3 to 5 years of experience in asset management companies

(AMCs) or wealth management firms, or other financial institutions, who possesses

strong communication skills and the ability to connect with high-level executives.


Key Responsibilities:

●Develop and maintain strong relationships with corporate clients, including CXOs

and senior executives.

●Understand the needs and objectives of clients and provide tailored solutions to

meet their requirements.

●Serve as the primary point of contact for clients, addressing their queries and

concerns in a timely manner.

●Collaborate with internal teams to ensure seamless delivery of services and

client satisfaction.

●Conduct regular meetings with clients to review their financial strategies and

performance.

●Stay informed about industry trends, market conditions, and regulatory changes

to offer relevant advice to clients.

●Prepare and deliver reports, proposals, and presentations to clients and senior

management.


Qualifications:

●Bachelor’s degree in Finance, Business Administration, or a related field. MBA or

relevant certification is a plus.

●3 to 5 years of experience in a relationship management role within asset

management companies (AMCs) or wealth management firms, handling

corporate clients.

●Proven ability to connect with CXOs and high-level executives.

●Exceptional communication and interpersonal skills, with a strong ability to build

and maintain client relationships.

●Demonstrated success in managing client accounts and achieving business

development goals.

●Strong analytical and problem-solving skills with meticulous attention to detail.

●Ability to work independently and as part of a team in a fast-paced environment.