Relationship Manager - Vijayawada
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Tata Capital
Skills you'll use
What you'll do
- * Develop and maintain strong, long-lasting relationships with a portfolio of existing and new clients in Vijayawada.
- * Understand client needs and objectives to recommend appropriate financial products and services.
- * Achieve individual and team sales targets and business growth objectives.
- * Prepare and present financial proposals and solutions to clients.
- * Act as the primary point of contact for client queries, concerns, and service requests, ensuring timely and effective resolution.
- * Conduct regular reviews of client portfolios to identify new opportunities and potential risks.
- * Collaborate with internal teams (e.g., product development, operations) to deliver seamless client experiences.
- * Stay updated on market trends, competitor activities, and regulatory changes relevant to the financial industry.
- * Maintain accurate client records and ensure compliance with all company policies and procedures.
Who can apply
- * Bachelor's degree in Business, Finance, Economics, or a related field.
- * Proven experience (3+ years) in relationship management, sales, or client-facing roles within the financial services industry.
- * Strong understanding of various financial products and services (e.g., loans, investments, insurance).
- * Excellent communication, interpersonal, and negotiation skills.
- * Demonstrated ability to build rapport and trust with clients.
- * Results-oriented with a strong track record of achieving sales targets.
- * Proficiency in local language (Telugu) and English, both written and verbal.
- * Ability to work independently and as part of a team.
- * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
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