Urgent opening for Relation ship manger(Team Lead) in Gurgaon. It is for a start up Company. JD is below. We are launching a full stack personal finance platform that aims to provide solutions to investors ranging from Wealth management, investments, microsavings, taxation, lending, expense management and portfolio management. Our aim is to democratize and simplify these services by leveraging Machine Learning, AI and data Science. We aim to solve problems across customer segments comprising the masses, affluent middle class and HNIs. The company is backed by large foreign institutional investors. The founding team has a successful track record in the Indian consumer tech industry. Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. Well rely on you to find ways to outperform our competition and maintain our companys positive image by providing the best solution to the financial needs of the clients. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.
Requirements A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job.The job also requires thorough financial and Mutual funds sector knowledge in order to provide sound and reliable advice to clients.
The major skills and competencies that employers look for are: Excellent people management skills Client driven with a strong focus on quality of service . Strong interpersonal communication skills. An Excellent understanding of financial planning, wealth management, MF industry & understanding client needs. Ability to analyze and research information Ability to explain complex information clearly and simply
Should have experience in Handling HNI clients & Customers. Wealth management Portfolio Managemnt Kindly reach me on [HIDDEN TEXT] Asha 9164958151 Kindly share your resume ASAP. Desired Candidate Profile Please refer to the Job description above
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases