This is a full-time on-site role for a Relationship Manager based in Pune / Goa / Indore / Bhopal Division. The Relationship Manager will handle customer relationships by understanding client needs and delivering appropriate financial solutions. Key responsibilities include driving sales, analyzing client portfolios, retaining customer relationships, cross-selling services, and ensuring an exceptional customer experience in alignment with the company's strategic goals.
Qualifications
Strong skills in Client Relationship Management, Customer Retention, and Conflict Resolution
Proficiency in Financial Planning, Sales, and Cross-Selling
Analytical skills with the ability to assess client portfolios and market trends
Excellent Communication and Interpersonal skills
Ability to work collaboratively in a team environment and meet targets
Knowledge of the finance industry, financial instruments, and regulatory compliance
CA , MBA Finace / masters, bachelor's degree, in Business, Finance, Economics, Marketing, or a related field is required
Prior experience in relationship management, sales, or customer service is highly desirable
Proficiency in using Customer Relationship Management (CRM) tools and basic technical systems is a plus
