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Relationship Manager
Aviva India
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16 hits6 practices1 interviews
Pune, Mumbai, All AreasFinancial ServicesFintech
Relationship ManagementFinancial ServicesClient ManagementSalesFinancial PlanningCommunicationInterpersonal SkillsProblem SolvingFinancial ProductsCustomer Service
Relationship Manager
This role focuses on building and maintaining strong relationships with clients, ensuring their financial needs are met and providing exceptional service. The Relationship Manager will be responsible for understanding client goals, offering suitable financial solutions, and proactively addressing any concerns.
Key Responsibilities:
- Building and maintaining a portfolio of client relationships.
- Identifying and assessing client financial needs and goals.
- Providing tailored financial advice and recommending appropriate products and services.
- Ensuring client satisfaction and resolving any issues promptly.
- Proactively engaging with clients to review their financial plans and make adjustments as needed.
- Adhering to regulatory requirements and company policies.
Requirements/Qualifications:
- Proven experience in a relationship management or sales role.
- Strong communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Financial literacy and understanding of financial products.
- Excellent problem-solving and analytical skills.
- Ability to work independently and as part of a team.
About the Company: Aviva India is a leading provider of financial services, dedicated to helping people achieve their financial goals. The company offers a range of products and services designed to meet diverse financial needs.
AI enhanced job description
Source: hudsonsignalsRecruiter: Rekroot
Posted: 9/9/20262afb16da-772e-4b04-9a50-e7752b0084ae