Required Relationship Manager - Bhilwara

Key Responsibilities:

1. Client Relationship Management:
   • Manage a portfolio of assigned customers or clients.
   • Build strong personal and professional relationships with clients through regular interactions.
   • Understand clients ' financial goals, preferences, and pain points to offer suitable solutions.
   • Act as a point of contact between the company and the customer, ensuring high service standards.
2. Business Development:
   • Identify opportunities to acquire new clients through referrals, cold calling, networking, or walk-ins.
   • Generate leads and convert them into successful relationships.
   • Promote company products or services to existing and potential clients, depending on the industry.
3. Sales and Cross-Selling:
   • Recommend and sell suitable products such as loans, mutual funds, insurance, real estate, investment products, or business solutions based on client needs.
   • Achieve sales targets, revenue goals, and customer acquisition targets set by management.
   • Stay updated on the latest products, services, and market trends to better advise customers.
4. Customer Support:
   • Address customer queries, complaints, and service-related issues promptly.
   • Coordinate with internal departments (e.g., operations, service desk, product teams) to resolve customer issues effectively.
   • Ensure smooth onboarding of clients and post-sale service follow-ups.
5. Account Management:
   • Maintain proper documentation and records of client interactions, transactions, and service requests.
   • Monitor client account activity to ensure engagement and timely renewals or follow-ups.
   • Use CRM tools to track performance, customer history, and sales opportunities.
6. Compliance and Risk Management:
   • Adhere to regulatory, compliance, and internal policies.
   • Ensure KYC (Know Your Customer) norms are followed.
   • Identify and report potential risks or suspicious activity related to customer accounts.
7. Reporting and Analytics:
   • Prepare and submit daily, weekly, or monthly reports on client visits, sales performance, and relationship health.
   • Analyze customer feedback and business trends to recommend improvements.
8. Team Coordination: