Relationship Manager - EEDC Region at iRecharge Tech-Innovations

PERSONAL SPECIFICATION

• Track record of working with different stakeholders, leading small to medium teams, marketing and customer service.
• A great understanding of agency banking and the POS Business is a plus.
• Candidate should have excellent communication skills and an aptitude for fostering positive relationships.

Responsibilities

• Manage relationship with the DISCO and key stakeholders.

Client Relationship Management:

• Develop and maintain strong relationships with new and existing clients.
• Understand clients' financial goals and provide customized solutions.
• Act as the primary point of contact for client inquiries, concerns, and escalations.

Product Knowledge:

• Stay updated on the organization's products, services, and features.
• Educate clients on the benefits and usage of Fintech products.
• Identify opportunities to cross-sell and upsell products based on client needs.

On-boarding and Training:

• Assist clients in the onboarding process, ensuring a seamless experience.
• Provide training sessions to clients on using Fintech platforms and tools effectively.

Risk Management:

• Assess and mitigate risks associated with client accounts.
• Monitor transactions for potential fraudulent activities and report any suspicious behavior.

Customer Retention:

• Implement strategies to enhance customer retention and loyalty.
• Proactively address and resolve client issues to ensure high satisfaction levels.

Collaboration:

• Collaborate with cross-functional teams, including Sales, Operations, and Product Development, to address client needs and improve overall customer experience.

Market Research:

• Stay informed about industry trends, competitor products, and market developments.
• Provide feedback to the management team for product and service enhancements.

Reporting:

• Generate and analyze reports related to client engagement, satisfaction, and key performance indicators.
• Present insights and recommendations to the management team.

EDUCATION QUALIFICATIONS, EXPERIENCE, SKILLS AND COMPETENCIES

• Bachelor’s degree in Business, Finance, or a related field.
• Proven experience as a Relationship Manager or similar role in the financial industry.
• Strong understanding of financial products, investment strategies, and Fintech trends.
• Excellent communication and interpersonal skills.
• Customer-centric mindset with a focus on delivering exceptional service.
• Ability to analyze data and provide insights for client improvement.
• Proficient in using CRM tools and other relevant software.
• Certification in Relationship Management or Financial Planning is a plus.