Relationship Manager

Job Summary: We are seeking a dedicated and proactive Customer Relationship Manager to join our team. The ideal candidate will be responsible for regularly connecting with allocated clients, generating leads, managing existing investments, and addressing client queries. The role requires excellent communication skills, a strong understanding of investment products, and a client-focused mindset.

Key Responsibilities:

• Regularly connect with allocated clients through phone calls, emails, and face-to-face meetings to build and maintain strong relationships.

• Generate leads by identifying potential clients through various channels and converting them into valuable clients.

• Manage and oversee clients' existing investments, ensuring their portfolios are performing well and aligned with their financial goals.

• Address and resolve client queries and concerns promptly and effectively, providing excellent customer service.

• Provide clients with regular updates on their investments, market trends, and new investment opportunities.

• Prepare and present reports on client interactions, lead generation, and investment performance to management.

• Stay updated with industry trends, market conditions, and competitors' activities to provide relevant information and advice to clients.

• Ensure compliance with all company policies, procedures, and regulatory requirements in all client interactions and transactions.

• Participate in training and development programs to enhance product knowledge and customer service skills.

Qualifications:

• Bachelor's degree in Business, Finance, Marketing, or a related field.

• Proven experience in customer relationship management, sales, or a similar role within the financial services industry.

• Strong understanding of investment products, financial markets, and portfolio management.

• Good communication and interpersonal skills, with the ability to build rapport with clients.

• Strong problem-solving skills and the ability to handle client concerns professionally.

• Proficient in using CRM software and Microsoft Office Suite.

• Ability to work independently and as part of a team in a fast-paced environment.

• Strong organizational and time management skills with the ability to prioritize tasks effectively.

Preferred Qualifications:

• Relevant certifications such as Certified Financial Planner (CFP).

• Experience in lead generation and sales within the financial services industry.

• Knowledge of working in ZOHO CRM.

Working Conditions:

• This position require travel to meet with clients.

• Standard office hours, with flexibility to accommodate client schedules as needed.

Company Benefits:

• Competitive salary and performance-based bonuses.

• Professional development and training opportunities.

• Friendly and collaborative work environment.

• It is a Full Time Sales / Business Development job for candidates with 1 - 6+ years Experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹18000 - ₹50000 per month + Incentives that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., FINX WEALTH PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 1 Relationship Manager at FINX WEALTH PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:30 AM - 06:00 PM timing.