Relationship Manager

Job Role: Relationship Manager

Position Overview: The Relationship Manager is responsible for managing client

relationships, providing personalized financial advice, and acting as the liaison between

clients and banks. This role involves client handling, financial analysis, and coordination with

bank managers to ensure smooth loan disbursements and adherence to banking guidelines.

Key Responsibilities:

 Engage with High Net Worth Individuals (HNI) and other clients after receiving

leads.

 Conduct phone calls and, when necessary, arrange in-person meetings at the office for

deeper understanding.

 Maintain detailed client information using MIS (Management Information System).

 Analyze clients' financial profiles to provide personalized advice.

 Offer clients the best financial instruments and services based on their individual

needs and financial goals

 Stay informed about the company's financial products and services to advise clients

effectively.

 Address and resolve any client escalations or concerns in a timely manner.

 Coordinate with Branch Managers and other financial advisors from the 11+ partner

banks to ensure seamless service for clients.

 Keep track of daily tasks and update all activities in the company’s CRM system.

 Safeguard and maintain clients' financial documents throughout the process.

 Stay informed of changes in RBI and banking guidelines by regularly reviewing bank

news portals.

 Maintain communication with both clients and bankers, ensuring smooth loan

disbursement and payment processing.

 Keep updated on the latest banking norms and policies to provide accurate

information to clients.

 Maintain strong relationships with existing clients and foster new ones to build long￾term business connections.

 Address client queries and resolve any doubts regarding financial products and loan

processes.

 Monitor the progress of clients' loan applications and ensure timely updates on their

status.

 Serve as a representative of multiple banks and Non-Banking Financial Companies

(NBFCs) and communicate their policies to clients.

 Act as the main point of contact, facilitating communication between clients and

banks to ensure smooth financial transactions.

Benefits:

 Competitive salary and performance-based incentives.

 Career growth opportunities.

 Comprehensive training and support.

1.  Health insurance and other benefits.