Relationship Officer Vhsidco Providers OPC Private Limited

Job Summary:

The Finance Relationship Manager serves as the primary point of contact for clients, providing tailored financial advice, relationship management, and cross-functional coordination to meet clients' financial needs. This role involves building long-term relationships, identifying opportunities for financial solutions, and ensuring client satisfaction through strategic financial guidance and support.

Key Responsibilities:

• Build and maintain strong relationships with individual and corporate clients to understand their financial needs and goals.
• Monitor client accounts, anticipate potential issues, and proactively provide solutions.
• Identify cross-selling opportunities and contribute to the achievement of business growth targets.
• Ensure compliance with internal policies, regulatory requirements, and risk management frameworks.
• Maintain up-to-date knowledge of industry trends, financial markets, and regulatory changes.
• Handle client complaints or concerns with professionalism and escalate when needed.
• Prepare and deliver regular performance reports and reviews for clients.
• Strong knowledge of financial products, credit risk, investment planning, and wealth management.
• Excellent interpersonal, communication, and negotiation skills.

Key Competencies:

• Client-focused mindset
• Financial acumen and product knowledge
• Problem-solving and analytical thinking
• Strategic sales and business development
• Risk and compliance awareness

Work Environment:

• Office-based with occasional travel to meet clients.