Relationship Manager

Purple Finance; Nashik District; On-site; INR 400,000 - 800,000; Full time

Job summary

Purple Finance in Nashik is seeking a Relationship Manager to develop and maintain strong client relationships and drive business growth.

You will identify client needs, plan portfolio performance, and provide tailored financial advice and proposals to meet targets while working in a team-oriented environment.

Qualifications

• 1 to 7 years in relationship management or customer service.
• Strong interpersonal and communication skills.
• Proficiency in local language and English preferred.
• Bachelor's degree in Business Administration, Finance, or related field.
• Ability to work in a team and independently as needed.

Responsibilities

• Develop and maintain strong client relationships to drive growth.
• Identify and assess client needs to ensure satisfaction.
• Plan and manage portfolio performance to meet growth targets.
• Provide tailored advice and recommendations.
• Prepare and present financial proposals for clients.

Skills

Client relationship management

Interpersonal skills

Communication skills

Local language proficiency

English proficiency

Teamwork

Independent work

Education

Bachelor's degree

Job description

Job Summary

Relationship Manager - Nashik

Responsibilities

• Develop and maintain strong relationships with clients to enhance customer satisfaction and business growth.
• Identify and assess customer needs to achieve satisfaction.
• Plan and manage portfolio performance to meet targeted growth and profitability.
• Provide advice and recommendations tailored to customer needs and preferences.
• Prepare and present financial proposals for clients.

Requirements

• 1 to 7 years of experience in a relationship management or customer service role.
• Strong interpersonal and communication skills.
• Proficiency in local language and English is preferred.
• Bachelor s degree in Business Administration, Finance, or related field is desirable.
• Ability to work in a team-oriented environment and independently as needed.