- Client Onboarding &
- Retention: Assist senior managers in onboarding new clients and maintaining high satisfaction levels to prevent client churn.
- Portfolio Management: Learn to analyze client profiles, financial health, or business goals to recommend tailored products (e.g., loans, investments, SaaS tools, or insurance packages).
- Cross-Selling &
- Upselling: Identify opportunities to sell additional products or premium services to the existing client base.
- Query Resolution: Act as the first point of contact for client issues, coordinating with internal backend teams to resolve complaints quickly.
- Market Research &
- Lead Generation: Track market trends, identify potential clients, and cold-call or network to schedule meetings.
- Documentation &
- Compliance: Ensure all client paperwork, KYC checks, and financial transactions comply with company policies and legal regulations.

Pay: ₹18,000.00 - ₹24,000.00 per month

Benefits

- Adaptable schedule

- Paid sick time

- Work from home

Work Location: In person

📌 Relationship Manager Trainee (Chennai)
🏢 Yennesinfoteclimited
📍 Chennai