9197 Relationship Manager Jobs - Page 37

Role & responsibilities Sale of products of mortgage i.e. Home Loan, Business Loan, Loan against Property, etc through DSA and open Market Channel. Analyzing the creditworthiness of the customers by visiting the residence and business location and taking market feedback Maintaining, nurturing and deepening relationships with existing clients. Eligibility Criteria Graduates Age between 25 to 35 yrs

Role & responsibilities Should have a very good knowledge of NRI business new customer acquisition, network with NRIs & businesses servicing NRIs Subject knowledge & expertise in areas such as NRI products & services, wealth management products (PMS, PIS, mutual funds), FEMA, Remittances, Trade finance and Home loans Should have very good written and oral communication skills Personality should come across as a professional, competent and well qualified individual with the ability to manage the relationship of HNIs & Super HNIs Job Summary Should have handled a direct sales role i.e should have had individual targets in new customer acquisition (no.s & value) proven performance in growing NRI business Should have a network of atleast 250-300 NRI customers Should be able to travel, if required, to domestic & overseas locations for business development activities Should have done marketing & promotional activities to acquire NRI accounts Preferably, have a good network with forex dealer & money changers, educational consultants, labour consultants, real estate consultants etc.

Role & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets Cross selling of various Banking Products

Description We are seeking a highly motivated and experienced Agency Manager to join our team. The successful candidate will be responsible for managing a team of agents, developing sales strategies, and achieving sales targets. The ideal candidate will have excellent communication skills, the ability to work in a fast-paced environment, and a proven track record of achieving sales targets. Responsibilities Managing a team of agents and ensuring they meet their sales targets Developing and implementing sales strategies Maintaining positive relationships with clients Providing excellent customer service Identifying new business opportunities Managing budgets and expenses Preparing reports on sales performance Skills and Qualifications Bachelor's degree in Business Administration, Marketing, or related field 1-6 years of experience in sales or agency management Excellent communication and interpersonal skills Strong leadership and management skills Ability to work in a fast-paced environment Proven track record of achieving sales targets Knowledge of sales strategies and techniques Ability to analyze data and prepare reports Proficient in Microsoft Office and CRM software Call / Whats app : 9167125070

Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

As a Relationship Manager at Pyxis Wealth Private Ltd in Pune, you will play a crucial role in establishing and nurturing strong relationships with our clients. Your primary responsibilities will include offering various investment opportunities, managing client portfolios, and ensuring their overall satisfaction. Your daily tasks will involve overseeing client accounts, performing financial evaluations, generating reports, and keeping abreast of market developments. Collaboration with internal teams to guarantee smooth service delivery and addressing client inquiries promptly will also be part of your role. To excel in this position, you should possess experience in Relationship Management, Client Management, and Customer Service. A solid understanding of financial concepts such as Financial Analysis, Investment Suitability, and Wealth Management is essential. Effective communication skills, both verbal and written, along with strong interpersonal abilities are crucial. You should also demonstrate analytical thinking, problem-solving skills, and meticulous attention to detail. A Bachelor's degree in Finance, Business Administration, or a related field is required, while holding relevant certifications from NISM would be advantageous.,

This is a real estate sales job Work day : 6 days working : Tuesday to sunday / weekly off on Monday Timings : 10 am to 7PM Profile : Real estate sales JD : Calling + Site visit role Job Summary: We are looking for an enthusiastic and result-oriented Relationship Manager with at least 1 year of experience in the real estate / Insurance / financial industry. The ideal candidate will be skilled in managing client relationships, driving property sales, and ensuring a seamless end-to-end customer experience. If you're passionate about real estate and thrive in a performance-driven environment, we want to hear from you. Key Responsibilities: Develop and manage relationships with prospective and existing property buyers. Identify client requirements and recommend suitable properties based on budget and preferences. Conduct property tours, site visits, and negotiations to drive sales conversions. Generate leads through field activities, walk-ins, referrals, and digital inquiries. Maintain an active database of leads and client interactions using CRM tools. Coordinate with developers, brokers, and internal teams for smooth transaction processing. Achieve monthly and quarterly sales targets and contribute to team objectives. Stay updated with local market trends, new project launches, and competitive offerings. Key Requirements: Minimum 1 year of experience in residential or commercial real estate sales. Strong understanding of the property sales process, documentation, and client servicing. Excellent communication, negotiation, and interpersonal skills. Ability to manage multiple clients and priorities efficiently. Proven track record of meeting or exceeding sales targets in real estate. Proficiency in using CRM software and MS Office tools. Bachelor's degree in Business, Marketing, Real Estate, or a related field (preferred). Local market knowledge is a strong advantage. What We Offer: Competitive base salary with high incentive potential. Career growth opportunities in a fast-growing real estate company. Supportive team culture and transparent leadership.

As it is a core field sales job, candidate should be from field sales - Individual contributor in his last job Candidates from Pharma, Automobile, FMCG industry, Home Loans, Vehicles Loans are not considered for Hiring Job-Stability (to be checked for more than 15 months in last job with all relevant documents) Bike and license are mandatory for every applicant Candidates with complete salary documents will be offered Current Job and stability needs to be checked Minimum qualification required is Any Graduate Incentives amount recieved in the present company, if yes Incentive proof should be available Should have minimum 2 years experience required in the Insurance, Ed-Tech, Sales They should have handled sales of Product with cost of above 50k Target Industry Byju, White Hat, Upgrad, Insurance Sales etc

Key Responsibilities: Client Relationship Management: Building and maintaining strong, long-term relationships with clients. Serving as the primary point of contact for client inquiries and concerns. Understanding client needs and providing tailored solutions. Ensuring customer satisfaction and resolving issues effectively. Business Development: Identifying new business opportunities and upselling/cross-selling company products and services. Developing and implementing strategies to grow the client base. Conducting market research and competitor analysis to identify opportunities. Communication and Collaboration: Communicating client feedback and needs to internal teams. Collaborating with sales, marketing, and other departments to ensure client satisfaction. Providing regular reports on client feedback and business performance. Problem Solving and Issue Resolution: Proactively addressing and resolving client issues and concerns. Escalating issues to the appropriate teams when necessary. Strategy and Planning: Developing and implementing strategies to improve customer retention and satisfaction. Analyzing customer data and market trends to identify areas for improvement. Skills and Qualifications: Excellent Communication Skills: Ability to communicate effectively with clients and internal teams. Strong Interpersonal Skills: Ability to build and maintain relationships with clients. Problem-Solving Skills: Ability to identify and resolve client issues effectively. Sales and Negotiation Skills: Ability to identify opportunities for business growth and negotiate contracts. Analytical Skills: Ability to analyze customer data and market trends. Organizational Skills: Ability to manage multiple client relationships and projects simultaneously. Product/Service Knowledge: Understanding of the company's products and services. Industry Knowledge: Understanding of the client's industry and business needs.

Key Responsibilities: Client Relationship Management: Building and maintaining strong, long-term relationships with clients. Serving as the primary point of contact for client inquiries and concerns. Understanding client needs and providing tailored solutions. Ensuring customer satisfaction and resolving issues effectively. Business Development: Identifying new business opportunities and upselling/cross-selling company products and services. Developing and implementing strategies to grow the client base. Conducting market research and competitor analysis to identify opportunities. Communication and Collaboration: Communicating client feedback and needs to internal teams. Collaborating with sales, marketing, and other departments to ensure client satisfaction. Providing regular reports on client feedback and business performance. Problem Solving and Issue Resolution: Proactively addressing and resolving client issues and concerns. Escalating issues to the appropriate teams when necessary. Strategy and Planning: Developing and implementing strategies to improve customer retention and satisfaction. Analyzing customer data and market trends to identify areas for improvement. Skills and Qualifications: Excellent Communication Skills: Ability to communicate effectively with clients and internal teams. Strong Interpersonal Skills: Ability to build and maintain relationships with clients. Problem-Solving Skills: Ability to identify and resolve client issues effectively. Sales and Negotiation Skills: Ability to identify opportunities for business growth and negotiate contracts. Analytical Skills: Ability to analyze customer data and market trends. Organizational Skills: Ability to manage multiple client relationships and projects simultaneously. Product/Service Knowledge: Understanding of the company's products and services. Industry Knowledge: Understanding of the client's industry and business needs.

RELATIONSHIP MANAGER REQUIRED FOR A NEW UPCOMING BANK AT SARABHA NAGAR. EXPERIENCED CANDIDATES REQUIRED ONLY.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Kolkata Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

Position Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1 year experience in direct sales (Age limit : 35 Years) Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce Salary Range – up to 5.5 lacs + 1 Lac Retention Reward(Variable pay) + Incentives. Language Preference - English and Telugu JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving stretched targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity If you are Interested Share Resume 9686981341 Contact Person: HR Laxmi

Good Insurance is a 100% digital and paperless insurance broker offering a complete ecosystem for motor insurance in India. We provide instant quotes from a wide range of insurance partners, ensuring that our customers get the best coverage for their needs. This is a full-time on-site role based in Bathinda for a Relationship Manager. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, handling insurance claims processes, and addressing client inquiries. Your role will also involve coordinating with insurance partners, ensuring policy renewals, and contributing to the development of customer loyalty programs. To excel in this role, you should possess Customer Relationship Management and strong interpersonal skills. Knowledge of insurance products, particularly motor insurance, is essential. You should also have problem-solving and conflict resolution abilities, along with excellent verbal and written communication skills. The ability to work independently in a fast-paced environment is crucial. A Bachelor's degree in Business, Finance, or a related field is required, and experience in the insurance industry is considered a plus.,

Company Description We suggest you enter details here. 1.Samco Securities Account Opening 2. Fixed Deposite 3. Life Insurence Role Description This is a full-time hybrid role for a Relationship Manager at Chroonix Ventures Private Limited. The role is located in the Greater Kolkata Area with the flexibility of some work from home. The Relationship Manager will be responsible for managing client relationships, identifying new business opportunities, and ensuring customer satisfaction. Qualifications Excellent interpersonal skills and relationship-building abilities Strong communication and negotiation skills Experience in sales, business development, or account management Customer service orientation and problem-solving skills Ability to work independently and collaboratively Knowledge of CRM software and sales techniques Bachelor's degree in Business Administration, Marketing, or related field Experience in the finance or technology industry is a plus

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Job Summary: We are seeking a dynamic and client-focused Relationship Manager to build and maintain long-term relationships with our customers. The ideal candidate will understand client needs, provide tailored solutions, and ensure high levels of customer satisfaction while driving business growth. Key Responsibilities: Act as the primary point of contact for assigned clients. Build and nurture strong, long-lasting client relationships. Understand client goals, challenges, and business needs to provide relevant solutions. Maintain regular communication and conduct client meetings to review satisfaction and performance. Identify opportunities for cross-selling and upselling products or services. Work closely with internal teams (sales, operations, customer support) to ensure timely delivery of solutions. Handle client issues and escalate when necessary to ensure quick resolution. Monitor industry trends and competitor activities to identify potential business opportunities. Prepare and present reports on client interactions, performance, and account status. Requirements: Bachelor’s degree in Business Administration, Marketing, or a related field. Proven experience as a Relationship Manager, Account Manager, or similar role. Strong interpersonal, communication, and negotiation skills. Ability to manage multiple client accounts and priorities effectively. Proficiency in CRM software (e.g., Salesforce, HubSpot, Zoho). Customer-oriented mindset with problem-solving abilities.

As a Relationship Manager I, you will be a key technical contributor, leveraging your expertise and experience to drive the successful execution of a project. This role involves not only hands-on technical responsibilities but also leadership and mentorship to ensure the growth and proficiency of the team. Technical leadership - Provide technical expertise and guidance to the team on case review with proper documentation on cases in CB/DfM/CSI tool. Follow and enforce to follow the processes. Project Management - Help in the development of project plans, set milestones. Identifying and mitigating risks as needed. Prepare re-occurring issues documentation. Team Collaborations - mentor & coach juniors in their questions/concerns/clarifications. Training new RMs in the project as and when needed. Innovation & Optimization - Continuously evaluate and optimize existing processes and systems. Introduce and implement innovative solutions to enhance system efficiency and performance. Quality assurance and problem-solving skills - Ensure high-quality standards. Address complex technical issues and provide effective solutions. Collaboration with leadership - Collaborate with TL/Manager to align engineering strategies with overall business objectives. Provide input for technology-related decision-making and long-term planning. Skills Required: Minimum 3 years of relevant experience in providing support or an equivalent combination of education and experience. Customer centric mindset with a passion for delivering exceptional customer experiences. Experience in program/project management and process improvement, preferably in a support/operational project environment. Excellent leadership and communication skills, with the ability to influence and collaborate with stakeholders at all levels. Strong understanding of software architectures, Microsoft products, software lifecycle methodology, and information systems development required. Sound problem resolution, judgment, and decision-making skills required. Analytical mindset with the ability to interpret data and make data driven decisions to improve support operations. Must be able to communicate effectively. Strong technical design and process analysis skills may be required. Strong business-analyst background required. Bachelor’s degree in computer science, Information Technology, or related field required.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Company Description Exponent is a credit insights and technology company that leverages proprietary data analytics, Artificial Intelligence, and technology to offer a range of financial intermediary services. Established in 2016 in Chennai, it has grown to include locations in Mumbai, Hyderabad, Bengaluru, and other cities. Exponent focuses on providing innovative loans to SMEs and MSMEs, with a strong emphasis on women entrepreneurship, maintaining more than 60% women employees. The company is recognized as a bootstrapped startup by the Government of India. Role Description This is a full-time, on-site role for a Relationship Manager located in Chennai. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding client needs, and offering tailored financial solutions. Daily tasks include managing client accounts, conducting financial needs assessments, and collaborating with other departments to ensure client satisfaction. Additionally, the Relationship Manager will be involved in customer service, resolving any issues, and providing continuous updates on financial products. Qualifications Excellent client relationship management and communication skills Experience in financial needs assessments and offering tailored financial solutions Knowledge in financial products such as Trade, Supply Chain, Working Capital, Business Loans, and Personal Loans Problem-solving skills to resolve client issues effectively Ability to work collaboratively with other departments Prior experience in a financial services role is beneficial Bachelor's degree in Finance, Business Administration, or a related field