Relationship Manager - Karimnagar

Job Summary**

We are seeking a highly motivated and customer-centric Relationship Manager to join our team in Karimnagar. This role is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and offering suitable products and services to achieve their financial goals.

Job Responsibilities**

• Develop and manage a portfolio of clients, ensuring high levels of client satisfaction and retention.
• Proactively identify client needs and cross-sell/up-sell appropriate financial products and services (e.g., loans, investments, insurance).
• Conduct regular client meetings to review their financial portfolios and provide personalized advice.
• Address client inquiries and resolve issues promptly and efficiently.
• Achieve individual and team sales targets and business objectives.
• Stay updated on market trends, product knowledge, and regulatory changes.
• Prepare and submit regular reports on client interactions, sales performance, and market feedback.
• Collaborate with internal teams (e.g., operations, credit) to ensure seamless service delivery.
• Adhere to all company policies and compliance procedures.
  
  

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience (2+ years) in a client-facing role within the financial services industry, preferably as a Relationship Manager.
• Strong understanding of financial products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with clients.
• Demonstrated sales acumen and target-driven approach.
• Proficiency in local languages (Telugu and English) is essential.
• Computer literacy, including MS Office Suite.
• Ability to work independently and as part of a team.
• Residing in or willing to relocate to Karimnagar.