- Develop andmaintain strong relationships with clients understanding theirneeds and providing solutions
- Identify newbusiness opportunities and partnerships to expand the clientbase
- Act as the primary point of contact forclients addressing inquiries and resolving issues in a timelymanner
- Collaborate with internal teams toensure seamless delivery of products and services toclients
- Prepare and present reports on clientactivity sales targets and forecasts
- Providefinancial advice and guidance to clients understanding theirinvestment goals and risk tolerance
- Negotiateand finalize contracts ensuring all terms and conditions aremet
- Stay updated on industry trends and marketconditions to provide valuable insights toclients
- Organize and attend networking eventsto build and maintain a strong professionalnetwork
- Conduct regular client meetings toreview performance address concerns and explore opportunities forgrowth
- Manage and resolve client conflicts andcomplaints effectively
- Ensure compliance withregulatory requirements and companypolicies
- Collaborate with marketing teams todevelop strategies for client retention andacquisition
- Participate in training anddevelopment programs to enhance knowledge andskills
- Contribute to the development andimplementation of customer relationship managementstrategies
- Bachelor s degree inBusiness Administration Finance or a relatedfield
- Proven experience in sales customerservice or relationship management
- Strongunderstanding of financial products andservices
- Excellent communication andinterpersonal skills
- Ability to analyze complexfinancial data and providerecommendations
- Proven track record of meetingand exceeding sales targets
- Knowledge ofregulatory requirements and compliancestandards
- Ability to build and maintainlongterm client relationships
- Strongnegotiation and problemsolvingskills
- Proficiency in CRM software and MSOffice suite
- Ability to work effectively in afastpaced and dynamic environment
- Professionalcertification in sales or relationship management is aplus
- Ability to travel as needed to meet withclients and attend events
- Strong attention todetail and organizational skills
- Ability tomultitask and prioritize taskseffectively
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Relationship Manager - Ahmedabad, India - TCP Corps
Description
Overview:
TheRelationship Manager plays a crucial role in the organization asthey are responsible for building and maintaining strongrelationships with clients and stakeholders. They act as a liaisonbetween the organization and its clients ensuring customersatisfaction and identifying opportunities for businessgrowth.KeyResponsibilities:
RequiredQualifications:
finance,communication,relationshipbuilding,ms office,interpersonal skills,relationshipmanagement,sales,problem-solving,communication skills,customerservice,networking,crm software,business administration,clientrelationship,negotiation,regulatory requirements,salestargets,financial products