Relationship Manager

Diaz Invest is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach.

We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation.

To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with customers. We are looking for a strategic thinker with an analytical mind and excellent problem-solving abilities.

Your ultimate goal will be to maintain robust relationships with our clients to enhance our brand and profitability in the long term.

Responsibilities

• Converting prospects into qualified customers
• Understand customer needs and develop plans to address them
• Resolve customer complaints quickly and effectively
• Identifying upselling and cross-selling opportunities
• Promote high-quality sales and customer service processes
• Aim to preserve customers and renew contracts
• Approach potential customers to establish relationships
• Gain solid knowledge about investments.

Requirements and skills

• Good Attitude
• Discipline
• Customer relationship management (CRM) practices
• Problem-solving attitude
• Excellent communication skills
• Good presentation skills
• Sales closing skills
• Basic Investment knowledge
• Teamwork and leadership skills
• Customer-oriented mindset
• Bachelor Degree

Job Type: Full-time

Pay: ₹250,000.00 - ₹300,000.00 per year

Benefits:

• Health insurance
• Leave encashment
• Paid sick time
• Paid time off

Ability to commute/relocate:

• Aluva, Kerala: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Language:

• English (Preferred)

Work Location: In person