Relationship Manager

3 weeks ago

Ahmedabad, India TCP Corps Full time
Overview:TheRelationship Manager plays a crucial role in the organization asthey are responsible for building and maintaining strongrelationships with clients and stakeholders. They act as a liaisonbetween the organization and its clients ensuring customersatisfaction and identifying opportunities for businessgrowth.KeyResponsibilities:
  • Develop andmaintain strong relationships with clients understanding theirneeds and providing solutions
  • Identify newbusiness opportunities and partnerships to expand the clientbase
  • Act as the primary point of contact forclients addressing inquiries and resolving issues in a timelymanner
  • Collaborate with internal teams toensure seamless delivery of products and services toclients
  • Prepare and present reports on clientactivity sales targets and forecasts
  • Providefinancial advice and guidance to clients understanding theirinvestment goals and risk tolerance
  • Negotiateand finalize contracts ensuring all terms and conditions aremet
  • Stay updated on industry trends and marketconditions to provide valuable insights toclients
  • Organize and attend networking eventsto build and maintain a strong professionalnetwork
  • Conduct regular client meetings toreview performance address concerns and explore opportunities forgrowth
  • Manage and resolve client conflicts andcomplaints effectively
  • Ensure compliance withregulatory requirements and companypolicies
  • Collaborate with marketing teams todevelop strategies for client retention andacquisition
  • Participate in training anddevelopment programs to enhance knowledge andskills
  • Contribute to the development andimplementation of customer relationship managementstrategies
RequiredQualifications:
  • Bachelor s degree inBusiness Administration Finance or a relatedfield
  • Proven experience in sales customerservice or relationship management
  • Strongunderstanding of financial products andservices
  • Excellent communication andinterpersonal skills
  • Ability to analyze complexfinancial data and providerecommendations
  • Proven track record of meetingand exceeding sales targets
  • Knowledge ofregulatory requirements and compliancestandards
  • Ability to build and maintainlongterm client relationships
  • Strongnegotiation and problemsolvingskills
  • Proficiency in CRM software and MSOffice suite
  • Ability to work effectively in afastpaced and dynamic environment
  • Professionalcertification in sales or relationship management is aplus
  • Ability to travel as needed to meet withclients and attend events
  • Strong attention todetail and organizational skills
  • Ability tomultitask and prioritize taskseffectively

finance,communication,relationshipbuilding,ms office,interpersonal skills,relationshipmanagement,sales,problem-solving,communication skills,customerservice,networking,crm software,business administration,clientrelationship,negotiation,regulatory requirements,salestargets,financial products

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