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Home
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Jobs in ahmedabad
>
Finsquare Imf
>
Relationship Manager

Relationship Manager

0 - 2 years

|

2 - 3 Lacs

Posted:-1 days ago| Platform:

Apply

Skills Required

communication skills convincing power

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Build and maintain long-term relationships with existing and new clients.
Act as the
primary point of contact
for client queries, service requests, and investment needs.
Cross-sell and upsell
relevant financial products based on client needs and risk profile.
Ensure
timely renewals
of insurance and investment products to improve retention.
Proactively ask for
referrals
from existing clients and help expand the client base.
Handle complete
onboarding of new clients
including KYC, documentation, and product explanation.
Collaborate with internal teams to ensure smooth service delivery and client satisfaction.
Keep clients informed about their portfolio, market updates, and relevant opportunities.
Maintain accurate records of interactions and ensure timely follow-ups.

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