Relationship Manager

8 hours ago

Ahmedabad, Gujarat, India TCP Corps Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Overview: The Relationship Manager plays a crucial role in the organization as they are responsible for building and maintaining strong relationships with clients and stakeholders. They act as a liaison between the organization and its clients, ensuring customer satisfaction and identifying opportunities for business growth.Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their needs and providing solutions
  • Identify new business opportunities and partnerships to expand the client base
  • Act as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients
  • Prepare and present reports on client activity, sales targets, and forecasts
  • Provide financial advice and guidance to clients, understanding their investment goals and risk tolerance
  • Negotiate and finalize contracts, ensuring all terms and conditions are met
  • Stay updated on industry trends and market conditions to provide valuable insights to clients
  • Organize and attend networking events to build and maintain a strong professional network
  • Conduct regular client meetings to review performance, address concerns, and explore opportunities for growth
  • Manage and resolve client conflicts and complaints effectively
  • Ensure compliance with regulatory requirements and company policies
  • Collaborate with marketing teams to develop strategies for client retention and acquisition
  • Participate in training and development programs to enhance knowledge and skills
  • Contribute to the development and implementation of customer relationship management strategies
Required Qualifications:
  • Bachelor's degree in Business Administration, Finance, or a related field
  • Proven experience in sales, customer service, or relationship management
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and provide recommendations
  • Proven track record of meeting and exceeding sales targets
  • Knowledge of regulatory requirements and compliance standards
  • Ability to build and maintain long-term client relationships
  • Strong negotiation and problem-solving skills
  • Proficiency in CRM software and MS Office suite
  • Ability to work effectively in a fast-paced and dynamic environment
  • Professional certification in sales or relationship management is a plus
  • Ability to travel as needed to meet with clients and attend events
  • Strong attention to detail and organizational skills
  • Ability to multitask and prioritize tasks effectively

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