Relationship Manager - EPCG

Nippon India Mutual Fund (NIMF)

3 - 5 years

3 - 5 Lacs

Mumbai Maharashtra India

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

Client Management Team Management relationship management Sales

Work Mode

On-site

Job Type

Full Time

Job Description

Client Relationship Management: Develop and maintain strong relationships with corporate or business clients within the assigned GL division or segment.Client Needs Assessment: Understand clients financial goals, challenges, and specific needs related to their industry or segment.Financial Product Knowledge: Have a deep understanding of the organization's financial products and services, including loans, credit facilities, deposit products, and treasury services.Client Engagement: Act as the primary point of contact for clients, addressing their inquiries, providing information, and resolving any financial service-related issues or concerns.Business Solutions: Work closely with clients to provide tailored financial solutions and products that meet their specific business needs, helping them achieve their financial goals.Cross-selling: Identify opportunities to cross-sell or upsell additional financial products or services to clients, increasing the organization's share of wallet.Financial Analysis: Collaborate with clients to assess their financial health, creditworthiness, and risk profiles, helping tailor financial solutions accordingly.Compliance: Ensure that all financial interactions and transactions with clients comply with relevant regulatory requirements and internal policies.

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