Relationship Manager

0 - 5 years

2 - 4 Lacs

Posted:2 hours ago| Platform: Foundit logo

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Skills Required

client relationship building customer retention & loyalty management lead generation & follow-up sales & business development strong communication & interpersonal skills

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

Key Responsibilities:

  • Develop and nurture relationships with both current and prospective clients.
  • Understand clients financial objectives and recommend customized solutions that align with their needs.
  • Conduct regular follow-ups and check-ins to ensure client satisfaction and address any issues or concerns.
  • Identify opportunities to upsell and cross-sell a range of financial products and services.
  • Collaborate closely with internal teams to provide clients with exceptional service and support.
  • Monitor and report on client interactions, feedback, and overall sales performance.
  • Stay informed about industry trends, market dynamics, and competitor activities.
  • Represent the company at networking events and industry conferences to expand your professional network.

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