01 Aug
|
Nippon India Mutual Fund (NIMF)
|
Pune
01 Aug
Nippon India Mutual Fund (NIMF)
Pune
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 prospects 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