- Client Relationship Management: Develop and maintain robust relationships with corporate or business clients within the assigned 'GL' division or segment.
- Client Needs Assessment: Understand clients' financial goals, challenges, and specific needs related to their industry or segment
- Financial Product Knowledge: Have a deep understanding of the organization's financial products and services, including loans, credit facilities, deposit products, and treasury services.
- Client Engagement: Act as the primary point of contact for clients, addressing their inquiries, providing information, and resolving any financial service-related issues or concerns.
- Business Solutions:
Work closely with clients to provide tailored financial solutions and products that meet their specific business needs, helping them achieve their financial goals.
- Cross-selling: Identify opportunities to cross-sell or upsell additional financial products or services to clients, increasing the organization's share of wallet.
- Financial Analysis: Collaborate with clients to assess their financial health, creditworthiness, and risk profiles, helping tailor financial solutions accordingly.
- Compliance: Ensure that all financial interactions and transactions with clients comply with relevant regulatory requirements and internal policies.
📌 Senior Relationship Manager - EPCG (Pune)
🏢 Nippon India Mutual Fund (NIMF)
📍 Pune
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