The Relationship Manager is responsible for building and maintaining relationships with clients, providing financial advice, and ensuring customer satisfaction. They act as the primary point of contact for clients, understanding their financial needs and offering suitable products and services.
Core Responsibilities
- Customer Relationship Management: Acts as the primary point of contact, building and sustaining long-term relationships with customers to ensure satisfaction and loyalty.
- Loan & Portfolio Management: Responsible for overseeing, managing, and, in some cases, originating consumer loan products provided by the platform.
- Problem Resolution: Proactively addresses customer complaints, queries, and issues, providing quick and effective solutions.
- Cross-selling/Upselling: Identifies opportunities to offer additional financial products such as personal loans, insurance, or credit cards.
- Data Analysis & Reporting: Uses CRM tools to monitor customer behavior, analyze trends, and prepare reports on customer satisfaction and performance.
- Compliance: Ensures all interactions and transactions comply with company policies and financial regulations.
