A Relationship Manager’s role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. You’ll also be expected to identify opportunities and generate new business for Fundly.
Far from being a self-absorbed money-orientated career, your role as a Relationship Manager is all based around your clients and their needs, so you’ll spend much of your day discussing their financial needs and keeping records. Other daily duties will include:
• Setting up meetings with new clients
• Engage with clients with a strong product pitch (app based product)
• Build long-term relationships with clients and customers
• Work quickly to address and resolve customer issues
• Become familiar with the competition to stay ahead of them
• Encourage high-sales and good customer service practices
• Help promote and maintain a positive company image
• Resolving complaints and issues efficiently and in a timely manner.
• Ensuring client satisfaction.
• Approach potential customers to establish relationships
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