Relationship Manager

Money View

Lucknow

On-site

INR 350,000 - 700,000

Full time

14 days+
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Job summary

Money View in Lucknow, India, is seeking a dynamic sales professional to build and maintain strong relationships with existing clients while identifying new business opportunities and generating leads through networking and referrals. You will conduct client meetings to understand financial goals and present tailored solutions, collaborating with internal teams to implement effective sales strategies.

You will provide excellent customer service, promptly resolve issues, and stay informed about

Responsibilities

  • Develop and maintain strong relationships with existing clients to increase customer satisfaction and retention.
  • Identify new business opportunities and generate leads through networking, referrals, and market research.
  • Conduct client meetings and presentations to understand their financial goals and provide tailored solutions.
  • Collaborate with internal teams to develop and implement effective sales strategies.
  • Provide exceptional customer service and promptly resolve client complaints or issues.
  • Stay up-to-date with industry trends and competitor activity to identify new business opportunities.

Job description

  • Develop and maintain strong relationships with existing clients to increase customer satisfaction and retention.
  • Identify new business opportunities and generate leads through networking, referrals, and market research.
  • Conduct client meetings and presentations to understand their financial goals and provide tailored solutions.
  • Collaborate with internal teams to develop and implement effective sales strategies.
  • Provide exceptional customer service and promptly resolve client complaints or issues.
  • Stay up-to-date with industry trends and competitor activity to identify new business opportunities.
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