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Relationship Manager

3 months ago

Ahmedabad, India Mspire Ventures Private Limited Full time

Job Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients.

KeyResponsibilities:

  1. Client RelationshipManagement:

    • Developand maintain longterm relationships with key clients.
    • Act as the main point of contact for client inquiries andconcerns.
    • Understand client needs and providepersonalized financial solutions.

  2. Sales and BusinessDevelopment:

    • Achieveindividual and team sales targets for deposits loans and otherfinancial products.
    • Identify opportunities forcrossselling and upselling bank products and services.
    • Conduct market research to identify new businessopportunities.

  3. Customer Service:

    • Ensure high standards of customer service andsatisfaction.
    • Address and resolve clientcomplaints and issues promptly.
    • Regularlyupdate clients on new products and services.

  4. FinancialAdvisory:

    • Provideclients with financial advice and guidance on bankingproducts.
    • Assist clients in making informeddecisions about their financial needs.
    • Conductfinancial planning and portfolio reviews with clients.