RELATIONSHIP OFFICER

Job Title: Relationship Officer

We are seeking a dedicated and enthusiastic Relationship Officer to join our team in Anand. In this pivotal role, you will be the primary point of contact for our clients, ensuring that they receive exceptional service and guidance tailored to their needs. As a Relationship Officer, you will be instrumental in building and maintaining strong relationships with our clients, fostering trust and loyalty, which are vital for our organization’s success.

Your efforts will directly contribute to enhancing client satisfaction and retention, which are critical to our growth in the competitive financial services industry. We believe that strong relationships lead to sustainable business success, and you will play a crucial role in achieving that vision. If you are passionate about customer service and driven by results, this is the perfect opportunity for you to make an impact.

Responsibilities:

• Build and maintain relationships with clients to enhance satisfaction and retention.
• Understand client needs and provide tailored solutions to meet their financial goals.
• Conduct regular follow-ups and ensure timely resolution of client inquiries and issues.
• Collaborate with internal teams to deliver high-quality service and support to clients.
• Monitor client feedback and implement improvements based on their suggestions.
• Identify opportunities for upselling and cross-selling financial products and services.
• Prepare reports on client interactions and account status for internal review.
• Ensure compliance with company policies and relevant regulations in all client dealings.

Requirements:

• Proven experience in client relationship management, preferably within the financial services sector.
• Excellent communication and interpersonal skills.
• Bachelor’s degree in finance, business, or a related field.
• Strong problem-solving and analytical abilities.
• Ability to work independently as well as part of a team.
• Proficient in using CRM software and Microsoft Office Suite.
• Demonstrated customer service orientation with a proactive approach.
• Confidentiality and professionalism in handling sensitive client information.