Job description
Job Summary** We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Srikakulam. This role is responsible for building and maintaining strong, long-term relationships with clients, understanding their financial needs, and providing tailored solutions. Job Responsibilities** * Develop and manage a portfolio of key client relationships, ensuring high levels of client satisfaction and retention.
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Proactively identify client needs and offer appropriate financial products and services. * Conduct regular client meetings and reviews to assess financial situations and provide updated advice. * Achieve individual and team sales targets and business objectives. * Collaborate with internal teams (e.g., product specialists, operations) to deliver seamless client experiences.
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Stay informed about market trends, competitor activities, and regulatory changes. * Handle client inquiries and resolve issues efficiently and effectively. * Maintain accurate and up-to-date client records and reports. Job Qualifications** * Bachelor's degree in Business, Finance, Economics, or a related field. * Proven experience (2+ years) in a relationship management or sales role within the financial services industry.
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Excellent communication, interpersonal, and negotiation skills. * Strong understanding of financial products and services (e.g., loans, investments, insurance). * Ability to build rapport and trust with clients from diverse backgrounds. * Results-oriented with a strong drive to achieve targets. * Proficiency in local language (Telugu) is essential.
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Proficiency in Microsoft Office Suite.