Job Title: Relationship Manager – LWA (Lokmanya Wealth Advisor)

Location: Lajpat Nagar (Current Delhi)

About the Company:

Lokmanya Multipurpose Co-operative Society
is a leading cooperative society dedicated to serving the local community in 4 states (Karnataka, Maharashtra, Goa and Delhi). Our society provides a wide range of financial services, including banking, loans, investments, insurance, and more. We are committed to delivering superior customer service and maintaining the highest standards of professionalism

Job Responsibilities:

● Manage a portfolio of assigned high-value clients (LWA Agent’s), developing strong relationships built on trust and excellent service delivery.

● Understand clients'(LWA Agent’s) financial goals, risk profiles, and investment preferences through regular interactions and reviews.

● Provide personalized advice and recommendations on Society’s products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.

● Cross-sell the product training to existing clients (LWA Agent’s)



to deepen the relationship and generate additional revenue.

● Ensure compliance with Society’s regulations, policies, and procedures in all client interactions and transactions.

● Collaborate with other departments, such as Deposit, Loan, Mutual Fund & Insurance to facilitate seamless service delivery to clients (LWA Agent’s).

● Monitor and analyse clients'(LWA Agent’s) financial performance, identifying potential risks and opportunities for the Society.

● Maintain accurate and up-to-date client (LWA Agent’s) records, including financial data, correspondence, and account activities.

● Organising and Conducting client (LWA Agent’s) meetings, events, and presentations to strengthen relationships and promote the Society's offerings.

● Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agent’s).

● To drive growth, identifying prospective m

📌 Relationship Manager (New Delhi)
🏢 Lokmanya Multipurpose Co-op Society
📍 New Delhi