Relationship Manager

Jarvis Invest

Mumbai2 yrs expFull TimeIn OfficeNot disclosed

Posted 3 months ago

Client Relationship ManagementEffective CommunicationAnalytical SkillsCustomer ServiceProblem-SolvingCross-Functional CollaborationClient Needs AssessmentTailored SolutionsProactive ApproachClient Satisfaction

Relationship Manager


Role Objective

Relationship Manager (RM) is primarily responsible for sales of new subscriptions and renewals of existing subscriptions across various offerings. RM will also interact with customers by handling queries in chat support as well as on a variety of channels such as phone, email, and social media; manage customer complaints and resolve the issues by coordinating with the backend team.


Professional Know-How (Any One)

Academic

  1. Bachelor’s in Business Administration with specialization in Finance preferred
  2. Bachelor’s of Commerce (Accounts & Finance) will also be preferred

Experience

  1. To have worked as Relationship Manager for at least 1–2 years
  2. Call Centre experience will be an added advantage
  3. Awareness in Finance/Investment field will be an added advantage


Working Relationships

Internal

  1. Peers / Colleagues
  2. Functional Heads

External

  1. Partners
  2. Clients


Primary Responsibilities

Sales

  1. Calling on fresh leads generated from various sources to offer full range of products/subscriptions
  2. Upsell/Cross-sell – approach existing customers and explore the possibility of offering add-ons or alternative subscriptions to boost sales
  3. Renewals – calling customers before the end of their tenure to understand their journey and ensure maximum retention
  4. Follow calling scripts and probe to understand and target the needs and interests of customers
  5. Maintain call logs, MIS and reporting details regarding calls

Service

  1. Addressing customer queries with timely responses and collecting reviews and ratings for the service
  2. Coordinating with the backend team and making any necessary developments on the app or portal and also help identifying the bugs


Individual Competence

  1. Must have strong communication skills with the ability to effectively engage and manage HNI clients, supported by a solid understanding of equity markets.
  2. Highly organized and proficient at managing multiple tasks at the same time
  3. Strong communication skills – written and oral
  4. Creative, innovative, and ability to think outside the box
  5. Metric-driven and ability to draw insights from complex data
  6. Confident with a dynamic personality
  7. Sales-driven
  8. Ability to handle conversations with clients effectively and maintain a positive outlook even during difficult interactions