- Conduct market visits to generate current business opportunities
- Build and maintain profitable relationships with key customers
- Demonstrate strong interest and understanding of financial products and market trends
- Resolve customer complaints quickly and efficiently to ensure satisfaction
- Keep customers informed about new products and offerings to drive sales growth
- Prepare and share daily MIS reports with the reporting manager
- Expand the customer base through upselling and cross-selling
- Understand individual customer needs and provide appropriate solutions
- Conduct regular business reviews using CRM systems
- Analyze competitor activities and plan sales strategies accordingly
- Maintain a positive, customer-focused attitude at all times
- Communicate effectively with customers and internal teams
📌 Relationship Manager (New Delhi)
🏢 M/s Finline Private
📍 New Delhi
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