Relationship Manager at iRecharge Tech-Innovations

JOB SUMMARY

• Relationship Manager will be a professional responsible for developing and maintaining strong customer relationships, both within the company as well as with outside clients. The candidate will be good at seeking out new business opportunities for the company with the Electricity DISCO within his coverage areas as well as acquiring and retaining merchants whose transactional volume are expected to boost the organizations bottom line.

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.
• Onboarding 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.