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02/03 Anand Singh
Recruiter at TekPillar Services Pvt Ltd

Views:4 Applications:4 Rec. Actions:Recruiter Actions:0

Associate Relationship Manager - Sales - BFS (2-5 yrs)

Maharashtra/Wardha,Pandharpur Job Code: 315226

Job Summary :

- The Associate Relationship Manager supports the Relationship Manager in maintaining and enhancing client relationships. This role involves assisting with client communication, account management, and identifying opportunities for growth within existing accounts.

Key Responsibilities :

- Assist Relationship Manager in building and maintaining client relationships.

- Coordinate client meetings, prepare agendas, and follow up on action items.

- Collaborate with internal teams to deliver solutions that meet client needs.

- Conduct research on client industries and market trends to provide insights.

- Assist in preparing proposals, presentations, and reports for clients.

- Monitor client accounts and address inquiries or issues in a timely manner.

- Identify opportunities for upselling or cross-selling products/services.

- Maintain accurate records of client interactions and account activities.

Qualifications :

- Bachelor's degree in business, finance, or related field.

- Previous experience in customer service, sales, or account management preferred.

- Excellent communication and interpersonal skills.

- Strong organizational and time management abilities.

- Proficiency in Microsoft Office suite and CRM software.

- Ability to work well in a team and independently.

- Attention to detail and accuracy in record-keeping.

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