Senior Client Liaison
1 week ago
The Relationship Manager role plays a pivotal part in driving business growth through strategic client acquisition and retention.
This position demands a deep understanding of market demographics, effective collaboration with financial advisors and consultants, and in-depth knowledge of the finance industry in assigned geographies.
Key Responsibilities:
- Client Acquisition: Identify and secure new customers via referral leads and other channels.
- Relationship Management: Foster strong relationships with clients to enhance loyalty and increase wallet share.
- Coverage and Risk Profiling: Ensure comprehensive coverage of all relationships through customer engagements and risk assessments.
- Product Penetration: Identify potential customers for tailored products to boost product adoption.
- Business Development: Provide training sessions to partners on product offerings, develop business strategies, and establish robust partnerships with IFA's.
- A minimum of a graduate degree from any academic background.
- At least 2 years of experience in managing MFD/IFA/financial products.
- Strong demographic understanding and relationship-building skills.
- Effective communication and persuasion abilities.
The ideal candidate should possess excellent interpersonal skills, a pleasing personality, and the ability to engage with high-value clients. Proven experience in the financial services sector is highly desirable.
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