You will be responsible for generating new business to achieve defined sales targets. Developing and maintaining solid relationships with company stakeholders and customers will be a crucial part of your role. Analyzing customer feedback data to assess their satisfaction with company products and services will help in improving overall customer experience. Your insights into product development and competitive positioning will guide the company towards successful strategies. By analyzing financial data, you will be able to develop effective cost-reduction strategies and increase company profits. Market research will be essential to identify new business opportunities and collaborating with company executives to pursue these opportunities in a cost-effective manner. Meeting with potential investors to present company offerings and negotiate business deals will be one of your key responsibilities. Building and deepening relationships with new Wealth Customers to increase share of wallet and revenues is vital. You are required to have complete knowledge of the customer base in terms of profile, demographics, psychographics, and assets in the Nidhi Company and other places. Managing client portfolios, keeping client plans up-to-date, analyzing client portfolios, and making necessary suggestions will be part of your comprehensive financial planning duties. You will advise clients on investment products and services across asset classes and procure potential/target clients through networking, database, market analysis, and references. Your role will also involve achieving financial goals and maintaining the organization's brand value. As a Branch Relationship Manager, proficiency in Microsoft Office applications, the ability to travel as needed, and working in a fast-paced environment are essential. You should possess excellent analytical, problem-solving, and management skills along with exceptional negotiation, decision-making, and communication skills. Strong business acumen is required to ensure that monthly targets are met consistently.,
Role Overview: - Generate new business to achieve defined sales targets. - Develop and sustain solid relationships with company stakeholders and customers. - Analyze customer feedback data to determine satisfaction with company products and services. - Provide insight into product development and competitive positioning. - Analyze financial data and develop effective strategies to reduce business costs and increase company profits. - Conduct market research to identify new business opportunities. - Collaborate with company executives to determine the most viable, cost-effective approach to pursue new business opportunities. - Meet with potential investors to present company offerings and negotiate business deals. - Build and deepen relationships with new Wealth Customers to achieve an increase in share of wallet and revenues. - Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Nidhi Company and in other places. - Manage client portfolios, keeping client plans up-to-date. - Analyze client portfolios and make necessary suggestions. - Procure potential/target clients through networking, database, market analysis, and references. - Achieve financial goals and maintain organization brand value. Key Responsibilities: - Proven experience working as a Branch Relationship Manager or similar role. - Proficiency in all Microsoft Office applications. - Ability to travel as needed. - Ability to work in a fast-paced environment. - Excellent analytical, problem-solving, and management skills. - Exceptional negotiation and decision-making skills. - Effective communication skills. - Strong business acumen. - Ensure the Monthly Target is met. Qualifications Required: - Proven experience working as a Branch Relationship Manager or similar role. - Proficiency in all Microsoft Office applications. - Ability to travel as needed. - Ability to work in a fast-paced environment. - Excellent analytical, problem-solving, and management skills. - Exceptional negotiation and decision-making skills. - Effective communication skills. - Strong business acumen.,