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Relationship Manager - GL South East

Relationship Manager - GL South East

Bajaj Finance

2 - 4 years

6 - 10 Lacs

visakhapatnam tuni

Posted:2 days ago| Platform:

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Skills Required

wealth management crm software business development financial services microsoft office suite sales market analysis marketing sales management relationship management financial products portfolio client meeting business growth retention crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager - GL South East
About The Role
The Relationship Manager - GL South East is responsible for managing and developing relationships with clients and partners in the South East region. This role requires a proactive and client-focused professional who can drive business growth, maintain high levels of customer satisfaction, and identify new business opportunities within the designated area. Key Responsibilities

Develop and maintain strong relationships with existing clients, ensuring a high level of customer satisfaction and retention.

Identify, pursue, and acquire new business opportunities to expand the client portfolio in the South East region.

Act as the primary point of contact for clients, addressing their needs and providing tailored solutions.

Collaborate with internal teams to deliver comprehensive financial products and services.

Monitor market trends and provide strategic insights to enhance business development efforts.

Prepare and present reports on client activity, business development, and market analysis.

Ensure compliance with all company policies, industry regulations, and best practices.

Attend industry events, networking sessions, and client meetings to represent the organization.

Qualifications

Bachelor’s degree in Business, Finance, Marketing, or a related field.

Proven experience in relationship management, sales, or business development, preferably in the financial services or related sector.

Excellent communication, negotiation, and interpersonal skills.

Strong analytical and problem-solving abilities.

Ability to work independently and as part of a team.

Proficient in CRM software and Microsoft Office Suite.

Willingness to travel within the South East region as required.

Preferred Skills

Experience in managing high-value client accounts.

Knowledge of local market dynamics in the South East region.

Ability to develop and execute strategic business plans.

Work Environment
This position requires frequent interaction with clients and stakeholders and may involve travel within the South East region. The Relationship Manager will work both independently and collaboratively within a dynamic and fast-paced environment.

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Relationship Manager - GL South East