Dear Candidate,

We are looking for a “Relationship Manager“  for our reputed   Client  in Financial sector for  Ahmedabad location. 

Job Title/Designation : Relationship Manager

Experience : 3+ years

Annual CTC : No Restriction for deserving candidate

Location : Ahmedabad

Job Description :

FEMALES are preferred with Banking or Finance Sector experience

Company Background: Company offers investment services to HNI (High Net Worth individual) customers. Relationship Managers (RM) are mapped to Clients service, manage and deepen client relationships. The RM is responsible for managing the entire financial relationship of the company with the customer as a Single Point of Contact with the company. 

Purpose of the Job: The position will be directly responsible for interfacing and engaging with Clients on a day to day basis. This position requires effective and efficient sourcing and processing of Investment  requirements of Clients. The position will be responsible for ensuring all Banking and Financial requirements of the Client are serviced on time and result in growth in Client portfolio and relationship with the company

Key deliverables:

• Monitor and address HNI clients Investment requirements
• Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
• Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
• Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
• Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
• Resolution of queries for all managed clients within TAT specified

Key skills:

• Ability to manage relationships to improve relationship value of existing Clients
• Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
• Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
• Decision making skills with strong sense of ownership and ability to work under pressure
• Ensure compliance with key regulatory requirements.

Competencies

• Passion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties

• Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive

• Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority

If interested kindly revert with your updated resume asap