Relationship Manager - Srikakulam

Job Summary**

We are seeking a highly motivated and customer-focused Relationship Manager to join our team in Srikakulam. This role is responsible for building and maintaining strong, long-term relationships with clients, understanding their financial needs, and providing tailored solutions.

Job Responsibilities**

• Develop and manage a portfolio of key client relationships, ensuring high levels of client satisfaction and retention.
• Proactively identify client needs and offer appropriate financial products and services.
• Conduct regular client meetings and reviews to assess financial situations and provide updated advice.
• Achieve individual and team sales targets and business objectives.
• Collaborate with internal teams (e.g., product specialists, operations) to deliver seamless client experiences.
• Stay informed about market trends, competitor activities, and regulatory changes.
• Handle client inquiries and resolve issues efficiently and effectively.
• Maintain accurate and up-to-date client records and reports.
  
  

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Proven experience (2+ years) in a relationship management or sales role within the financial services industry.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services (e.g., loans, investments, insurance).
• Ability to build rapport and trust with clients from diverse backgrounds.
• Results-oriented with a strong drive to achieve targets.
• Proficiency in local language (Telugu) is essential.
• Proficiency in Microsoft Office Suite.