Job Overview:
We are seeking a dynamic and result-oriented Relationship Manager to build and maintain strong client relationships. The role involves understanding client needs, offering suitable financial/investment solutions, and ensuring high levels of customer satisfaction while achieving sales targets.
Key Responsibilities:
Manage and maintain relationships with existing and new clients
Understand client financial goals and recommend suitable products/services
Achieve monthly and quarterly sales targets
Provide end-to-end client support including onboarding and documentation
Maintain regular follow-ups and ensure client retention
Update client data and track interactions in CRM systems