Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
  
• Identify new business opportunities through referrals, networking, and market research.
  
• Develop and maintain a strong understanding of the company's products and services to effectively communicate value to customers.
  
• Collaborate with internal teams to resolve customer issues and improve overall satisfaction.
  
• Meet or exceed monthly sales targets by consistently meeting client expectations.