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360tf

Bank Relationship Manager

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Job Description

ROLES AND RESPONSIBILITIES
  • Responsible for advancing the sales process, closing new business, and achieving/assisting in sales targets.
  • Actively participate in the planning and execution of the company's marketing activities, providing vital inputs based on interactions with prospects.
  • Support and service existing customers by addressing their queries and resolving issues.
DETAILED DESCRIPTION
  • Work on sales leads received through platform transactions, on-ground sales personnel, and digital marketing sources.
  • Establish connections with potential clients, explain product/service capabilities, and finalise sales presentations.
  • Assist in the creation of Requests for Proposals (RFPs).
  • Discuss commercial terms with potential clients.
  • Address queries raised by prospective clients.
  • Liaise internally for necessary inputs and approvals.
  • Finalise contracts and close deals.
  • Ensure receipt of subscription fees as per agreed terms.
  • Assist Relationship Managers in the execution of their account and territory strategies.
  • Support the company's strategic and ongoing marketing and brand awareness campaigns.
  • Drive prospect participation in internal and external events and webinars.
  • Extend support to clients during the onboarding process.
  • Respond to queries related to subscription plans and offerings.
  • Log and escalate customer complaints appropriately to ensure timely resolution.
  • Make regular calls to existing clients for proactive service and support.
  • Resolve any issues faced by clients regarding subscription fee payments.
  • Address client queries related to transaction processing by coordinating internally and following up with accurate responses.
  • Guide customers on IT-related issues on the 360tf platform or arrange expert support when required.
  • Work closely with Relationship Managers to understand client requirements and deliver the best level of service to each customer segment.
  • Handle queries raised by referral partners related to customer service.
  • Systematically document customer interactions, turnaround times, and complaint resolutions.
  • Produce regular MIS reports on customer complaints, turnaround time analysis, and resolution outcomes.

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    About Company

    Job ID: 136919889