Relationship Officer / Manager

PaisaBuddy is looking for Relationship Officer / Manager to join our dynamic team and embark on a rewarding career journey

Client Relationship Management: Act as the main point of contact for clients or customers

Understand their needs, preferences, and goals, and ensure that their requirements are met efficiently and effectively

Business Development: Identify new business opportunities by researching and analyzing market trends, competitor activities, and potential leads

Present proposals and pitch products or services to clients to expand the business's reach

Customer Support: Provide excellent customer service by addressing inquiries, complaints, and issues promptly

Troubleshoot problems and work with internal teams to resolve any conflicts or challenges

Account Management: Oversee and manage existing client accounts, ensuring that they receive high-quality service and support

Regularly communicate with clients to keep them informed about new offerings or updates

Sales and Revenue Generation: Collaborate with the sales team to achieve revenue targets

Upsell or cross-sell products or services to existing clients, increasing the company's profitability

Networking and Relationship Building: Attend industry events, conferences, and networking functions to expand your professional network and build relationships with potential clients or partners

Financial Analysis: Understand clients' financial situations and needs to offer appropriate financial or investment solutions

Work with financial data to help clients make informed decisions

Contract Negotiation: Negotiate terms and conditions with clients or partners, ensuring mutual benefits and compliance with company policies and legal regulations

CRM Maintenance: Utilize Customer Relationship Management (CRM) software to track client interactions, maintain accurate records, and generate reports for management

Market Research: Stay updated with market trends, industry developments, and competitive landscape to make informed recommendations and strategies

Client Feedback and Surveys: Gather feedback from clients to assess satisfaction levels and identify areas for improvement

Implement necessary changes to enhance client experience

Compliance and Ethics: Adhere to company policies, industry regulations, and ethical standards while handling client relationships and business dealings

Team Collaboration: Work closely with internal teams such as sales, marketing, and product development to align efforts and provide a cohesive experience to clients