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Senior Relationship Manager - Coimbatore Full-time Job

1 year ago NBFC Coimbatore   118 views
Job Details

Job description

Position  : Senior Relationship Manager

Organization Name  : Sakthifinance Financial Services

Industry  : Banking and Financial Services

Products/ Services  : Lockers, Deposits, General and Life

Insurance (Broking), Mutual Funds

  • Represent SFSL, its values and vision to all prospective customers and present our services
  • Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits
  • Meeting Productivity targets as assigned by the Organization on month on month basis.
  • Cross-Sell and Up-Sell to existing clients
  • Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
  • Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
  • Maintain customer relations & ensure post sale needs of customers are met.
  • Ensure strict adherence to policies and procedures.
  • Organize marketing activities or events to raise brand awareness.


  • Presentable and multi-tasking skills
  • Outstanding communication and interpersonal abilities
  • A team player with a customer- centric approach
  • Basic Selling Skills
  • Knowledge of basic marketing techniques and principles
  • Local language proficiency and mobility.

Perks and Benefits 

Basis industry standards and last drawn salary

Company Description
Trustworthy and Committed Service, that's the branding that Sakthifinance Financial Services Limited (SfFSL) has managed to, weave for the last 16 years. Sakthi Safe Deposit Locker facility is one of the key services provided by the Company for the past three decades. SFFSL is a one stop shop for all the financial services products like Deposits, NCD, Bonds, Mutual Funds, Life Insurance, Motor Insurance, Health Insurance and other General Insurance.
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