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Job Description: Team Leader

Position: Relationship Manager

Location: Indore, M.P.

Company: Bonanza Portfolio

Experience : 1 year

Qualification :  Any graduate

 Job Summary:
The Relationship Manager fosters and maintains strong client relationships, ensuring high levels of satisfaction and retention. They act as the primary point of contact for clients, addressing their needs and concerns, and providing tailored solutions to meet their financial and business goals.

Job Description:
The Relationship Manager develops and implements strategies to enhance client engagement and loyalty. Responsibilities include managing client portfolios, conducting regular meetings, analyzing client needs, and proposing suitable products and services. They collaborate with internal teams to resolve issues, track client feedback, and identify opportunities for business growth. Strong communication, problem-solving skills, and industry knowledge are essential.

Roles and Responsibilities of a Relationship Manager:

1.      Client Engagement: Serve as the main point of contact for clients, maintaining regular communication to understand their needs and provide personalized service.

2.      Portfolio Management: Oversee and manage a portfolio of clients, ensuring their financial and business goals are met through tailored solutions and services.

3.      Needs Assessment: Conduct thorough assessments of clients’ needs and objectives, and recommend appropriate products or services to address those needs.

4.      Issue Resolution: Address and resolve client concerns or issues promptly and effectively, ensuring high levels of satisfaction.

5.      Business Development: Identify and pursue opportunities for expanding business with existing clients and attracting new clients, contributing to overall revenue growth.

6.      Collaboration: Work closely with internal teams, such as product specialists or customer service, to deliver comprehensive solutions and enhance client experiences.