Job Description

A relationship manager is responsible for establishing and maintaining long-term relationships with clients and customers. Their primary role is to understand the needs and goals of clients and provide them with the appropriate products, services, and solutions. Here is a breakdown of the key responsibilities and qualifications typically associated with the role of a relationship manager: Responsibilities: 1. Building and maintaining relationships: Develop and nurture strong relationships with existing and new clients/customers by understanding their needs, preferences, and business goals. 2. Client communication: Act as the main point of contact for clients/customers, addressing any inquiries, concerns, or complaints promptly and professionally. 3. Assessing client needs: Conduct thorough assessments of client requirements, financial objectives, and risk tolerance to offer suitable financial products and services. 4. Developing customized solutions: Collaborate with internal teams to develop tailored solutions that meet client needs, such as investment plans, financial strategies, or banking services. 5. Cross-selling and upselling: Identify opportunities to promote and sell additional products or services to existing clients, aiming to maximize revenue generation. 6. Monitoring client accounts and performance: Regularly review client portfolios, track investment performance, and provide timely updates and reports to clients to ensure satisfaction and achieve financial targets. 7. Market research and analysis: Stay updated on market trends, industry developments, and competitors' offerings to provide clients with informed advice and recommendations. 8. Networking and business development: Leverage personal and professional networks to generate leads, acquire new clients, and expand the customer base.

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Job role

Work location

Ravi Talkies Square, Kedar Gouri Vihar, Rajarani Colony, Rajarani Temple, Bhubaneswar, Odisha

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

English level

Basic English

Age limit

18 - 30 years

Gender

Female

About company

Name

Way2Pocket Private Limited

Address

Ravi Talkies Square, Kedar Gouri Vihar, Rajarani Colony, Rajarani Temple, Bhubaneswar, Odisha

Job posted by Way2Pocket Private Limited