Senior Financial Services Relationship Manager

3 days ago


Pune, Maharashtra, India Jobs for Humanity Full time
Job Description

A career opportunity has arisen for an experienced Senior Financial Services Relationship Manager to join our team at Jobs for Humanity in a dynamic and challenging role.

Job Summary:

The successful candidate will be responsible for providing exceptional customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.

Key Responsibilities:

  • Addresses inquiries and performs account maintenance on deposits and money market accounts.
  • Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
  • Works with various internal and external clients and departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
  • Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
  • Interfaces with clients to determine present and future needs and discusses progress toward solutions.
  • Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
  • Completes banking transactions and identifies opportunities to market bank products to best meet each caller's personal needs.
  • Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
  • SUCCESSFULLY SELLS, MARKETS, AND SHARES INFORMATION WITH NEW AND EXISTING CUSTOMERS TO EDUCATE THEM ABOUT FINANCIAL OFFERINGS.
  • Provides referrals to the managing director or relationship manager for new and additional services.
  • Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
  • May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and services offerings.

Requirements:

  • Minimum 1 year experience in calling process.
  • Ability to interact with and lead teams in a multi-site and cross-functional environment.
  • Strong time management skills and ability to handle multiple tasks.
  • Analytical, organizational, and administrative skills.
  • Strong decision-making and customer service focus.
  • Ability to meet deadlines.
  • Strong attention to details and quality.
  • Strong communication skills both verbal and written.
  • Fluent in written & spoken English.

Salary: $70,000 - $90,000 per year, depending on experience.

Benefits:

Jobs for Humanity offers a fantastic range of benefits including medical, dental, vision, and great workspaces with dedicated and motivated colleagues. A broad range of professional education and personal development possibilities – FIS is your final career step. A variety of career development tools, resources, and opportunities. A work environment built on collaboration, flexibility, and respect.

About Us:

We are a company committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. We believe in being part of a team that is open, collaborative, entrepreneurial, passionate, and above all fun.



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