Assistant Manager

Key Responsibilities :

• Client Relationship Management :
• Act as the primary point of contact for client inquiries and concerns, ensuring prompt and efficient resolution.
• Develop and maintain strong relationships with key stakeholders within assigned client accounts.
• Build strong relationships with clients to understand their financial objectives and provide appropriate financial solutions
• Conduct regular client meetings to assess needs, address concerns, and provide updates on products / services.
• Ensure timely and effective resolution of client issues or complaints.
• Ensure compliance with regulatory requirements and internal policies
• Ensure client satisfaction and resolve any issues promptly.
• Business Development :
• Proactively engage with clients to identify new business opportunities.
• Develop and execute strategic sales plans to achieve revenue targets.
• Understand clients' business needs and challenges, and tailor solutions accordingly.
• Portfolio Management :
• Monitor and analyze the performance of assigned client accounts.
• Prepare and deliver regular reports on client activity, portfolio performance, and market trends.
• Identify and mitigate potential risks to client relationships or revenue streams.
• Market Intelligence :
• Stay abreast of industry trends, regulatory changes, and competitive landscape within the BSFI sector.
• Share market insights and knowledge with clients to enhance their decision-making processes.
• Collaboration :
• Work closely with internal teams to deliver seamless service to clients.
• Reporting :
• Prepare SLA discrepancy reports, billing data and forecasts for the assigned accounts.
• Maintain accurate client records and customer related information.

Qualifications and Skills :

Skills Required

Relationship Management, BFSI Sales, Ms Office Suite, Client Relationship, Portfolio Management, Market Intelligence, Sla