Relationship Manager

Overview

Hiramani Finserve Private Limited seeks a proactive and client-oriented Relationship Manager to develop and nurture lasting relationships with customers. This role involves understanding client needs, managing accounts, and driving business growth by meeting sales and retention benchmarks.

Responsibilities

• Establish and sustain enduring connections with both existing and potential clients.
• Assess client requirements to recommend appropriate products and services.
• Respond to customer queries and concerns, specifically regarding loans, through outbound calls.
• Maintain regular follow-up communication with clients to ensure satisfaction and uncover business opportunities.
• Meet set targets related to sales, revenue, and customer retention.
• Collaborate with internal departments to deliver prompt service and resolve issues.
• Document client information, update records, and prepare reports.
• Organize and conduct client meetings, presentations, and product demos when necessary.
• Recognize chances to upsell or cross-sell relevant offerings.
• Keep informed about industry changes, market trends, and competitor moves.

Requirements

• Bachelor's degree in Business Administration, Marketing, Finance, or a similar discipline.
• Between 1 and 5 years’ experience in relationship management, sales, customer service, or business development.
• Strong communication, negotiation, and interpersonal skills.
• Effective problem-solving skills coupled with excellent customer handling capabilities.
• Competent with MS Office suite and Customer Relationship Management software.
• Capable of working autonomously and achieving assigned goals.

Preferred Qualifications

• Proven ability to develop and maintain client relationships.
• A proactive sales and business development approach.
• Good organizational and time management skills.