Relationship Manager

2 weeks ago

Chennai, Tamil Nadu, India Navia Markets Full time

Role Overview :

As a Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience.

Key Responsibilities

1. Client Engagement & Revenue Generation

  • Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships.
  • Share insightful research reports from reputed research houses to support client decision-making.
  • Ensure timely and accurate order placement, backed by pre-order confirmations.
  • Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets.

2. Customer Service Excellence

  • Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs).
  • Deliver high-touch service to achieve top-tier client satisfaction and relationship scores.
  • Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact.

Qualifications & Skills

  • Education: Bachelor's degree in Finance, Business Administration, or related field.
  • Experience: Proven experience in client relationship management, preferably within the financial services industry.
  • Financial Acumen: Strong understanding of financial products, markets, and investment strategies.
  • Communication: Excellent verbal and written communication skills; ability to convey complex information clearly.
  • Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships.
  • Tech-savvy: Comfortable using dealing terminals and order placement systems.
  • Adaptability: Ability to thrive in a fast-paced, target-driven environment.
  • Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach.

Why Join Us?

  • Work with a high-performing, client-focused team.
  • Exposure to premium clientele and diverse financial markets.
  • Continuous learning and professional development opportunities.
  • A dynamic work culture that values innovation, ownership, and results.

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