Assistant Manager

Position Summary:

The Relationship Manager (RM) is responsible for managing a portfolio of existing clients within the BSFI sector, focusing on client retention, growth, and overall satisfaction. The RM will serve as the primary point of contact for clients, understanding their needs, providing tailored solutions, and fostering a positive client experience.

Key Responsibilities:

• Client Relationship Management:
• Act as the primary point of contact for client inquiries and concerns, ensuring prompt and efficient resolution.
• Develop and maintain strong relationships with key stakeholders within assigned client accounts.
• Build strong relationships with clients to understand their financial objectives and provide appropriate financial solutions
• Conduct regular client meetings to assess needs, address concerns, and provide updates on products/services.
• Ensure timely and effective resolution of client issues or complaints.
• Ensure compliance with regulatory requirements and internal policies
• Ensure client satisfaction and resolve any issues promptly.
• Business Development:
• Proactively engage with clients to identify new business opportunities.
• Develop and execute strategic sales plans to achieve revenue targets.
• Understand clients' business needs and challenges, and tailor solutions accordingly.
• Portfolio Management:
• Monitor and analyze the performance of assigned client accounts.
• Prepare and deliver regular reports on client activity, portfolio performance, and market trends.
• Identify and mitigate potential risks to client relationships or revenue streams.
• Market Intelligence:
• Stay abreast of industry trends, regulatory changes, and competitive landscape within the BSFI sector.
• Share market insights and knowledge with clients to enhance their decision-making processes.
• Collaboration:
• Work closely with internal teams to deliver seamless service to clients.
• Reporting:
• Prepare SLA discrepancy reports, billing data and forecasts for the assigned accounts.
• Maintain accurate client records and customer related information.

Qualifications and Skills:

• Master's degree in Business Administration (MBA) or a related field.
• Proven experience (2-3 years) in relationship management or sales within the BSFI industry.
• Strong understanding of financial products and services relevant to the BSFI sector.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Self-motivated, proactive, and results-oriented.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Other: Willingness to travel as needed.

Location: Coimbatore, Tamilnadu