Relationship Manager

Pahal Financial Services

0 - 5 years

0 Lacs

ahmedabad

Posted:Just now| Platform:

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Skills Required

loan processing client support kyc document verification client servicing personal loans loan operations client relationship client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Client relationship management:
Develop and maintain long-term, positive relationships with clients.
Client support:
Act as the primary point of contact for client inquiries, complaints, and concerns, ensuring timely and effective resolution.
Needs assessment:
Understand client goals, preferences, and needs through active communication to provide tailored solutions.
Business development:
Identify opportunities for account growth, upselling, and cross-selling to increase revenue.
Internal collaboration:
Work closely with other departments, such as sales, marketing, and customer service, to improve the overall client experience.
Strategic analysis:
Analyze data, market trends, and client feedback to develop and refine customer retention and satisfaction strategies.
Reporting:
Provide regular reports on client feedback, performance, and business results to management.

Preferred candidate profile

Interpersonal skills:
Excellent communication, active listening, and conflict resolution skills are crucial for building trust and handling sensitive situations.
Customer service:
A strong customer-service orientation is essential for maintaining positive client interactions.
Analytical ability:
The ability to analyze data, identify trends, and translate them into actionable strategies is a key requirement.
Business acumen:
Understanding client needs and business goals to provide valuable solutions.
Technical proficiency:
Comfort with CRM software, email, and other communication tools is often necessary.
Education:
A bachelor's degree in business, marketing, communications, or a related field is common, though experience can also be a key factor.

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