Relationship Manager 766 views


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Job Description

As a Relationship Manager, you get an opportunity to engage with high-value customers. This requires you to be adept at understanding the profile and portfolio of the customer and a knack for developing a strong customer relationship. You get to serve as a one-point contact for all banking needs of the customers. You have the opportunity to service customer needs across Business Banking, Trade Banking, Wealth Management, SME segment, Business Loans, Secured- Unsecured Assets and more! The role requires you to collaborate seamlessly across teams at Investsphere Pvt Ltd to offer superior service and TATs to our customers.

Responsibilities:

Building and maintaining relationships with clients and key personnel.

Contact clients via calls, emails, or meetings to ensure they are satisfied with purchased products/services

Conducting business reviews to ensure clients are satisfied with their products and services.

Escalating and resolving areas of concern as raised by clients.

Liaising with internal departments to ensure client needs are fulfilled effectively.

Follow up on customers to ensure they are satisfied with the product/service received.

Manage inbound/outbound phone calls, continually meeting or exceedingly daily and monthly targets.

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Job Requirements

  1. Age- 18 Above
  2. Qualification- 12th Passed or Graduation
  3. Speaks Good English

How To Apply

Contact No. -6367850269. Kindly call and share your CV on the same.

About Company

Investsphere Wealth Pvt. Ltd. is a financial advisory firm focused on providing reliable, efficient, and responsible financial products to its clients. Our mission is to help our clients achieve financial freedom by offering a complete range of solutions that complement our advisory services. We provide a combination of best-of-breed proprietary and third-party products, recommended in an unbiased manner after evaluating all options available in the market. Our experienced professionals are committed to understanding our clients’ unique financial goals and needs and building long-term relationships based on trust, integrity, and personalized attention. We believe in the importance of financial planning in achieving financial security and success for our clients.

Services we provide-

1) Alternate Investment Fund (AIF)

2) Hedge Fund

3) PMS

4) Tax Planning

5) Retirement Planning

6) Insurance Planning

7) Investment Planning

8) Estate Planning

9) Loan Management

10) Goal Oriented Planning

11) Child Education Funds, and Child Marriage Munds.

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Investsphere Wealth Pvt. Ltd.

One Stop Solution For All Your Financial Needs
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