Lokmanya Multipurpose Co-Op. Society Ltd
Website:
lokmanyasociety.org
Job details:
Job Title: Relationship Manager – LWA (Lokmanya Wealth Advisor)
Location: Lajpat Nagar (New Delhi)
About the Company:
Lokmanya Multipurpose Co-operative Society is a leading cooperative society dedicated to serving the local community in 4 states (Karnataka, Maharashtra, Goa and Delhi). Our society provides a wide range of financial services, including banking, loans, investments, insurance, and more. We are committed to delivering superior customer service and maintaining the highest standards of professionalism
Job Responsibilities:
● Manage a portfolio of assigned high-value clients (LWA Agent’s), developing strong relationships built on trust and excellent service delivery.
● Understand clients'(LWA Agent’s) financial goals, risk profiles, and investment preferences through regular interactions and reviews.
● Provide personalized advice and recommendations on Society’s products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.
● Cross-sell the product training to existing clients (LWA Agent’s) to deepen the relationship and generate additional revenue.
● Ensure compliance with Society’s regulations, policies, and procedures in all client interactions and transactions.
● Collaborate with other departments, such as Deposit, Loan, Mutual Fund & Insurance to facilitate seamless service delivery to clients (LWA Agent’s).
● Monitor and analyse clients'(LWA Agent’s) financial performance, identifying potential risks and opportunities for the Society.
● Maintain accurate and up-to-date client (LWA Agent’s) records, including financial data, correspondence, and account activities.
● Organising and Conducting client (LWA Agent’s) meetings, events, and presentations to strengthen relationships and promote the Society's offerings.
● Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agent’s).
● To drive growth, identifying prospective markets for business development initiatives should be a priority.
Skills Required:
● Strong interpersonal and communication skills, with the ability to build rapport and trust with clients (LWA Agent’s).
● Excellent problem-solving and analytical skills, with the ability to understand complex financial situations.
● Proficiency in MS Office suite and familiarity with banking software and systems.
● Knowledge of banking products, services, regulations, and industry best practices.
● Ability to work independently and Lead of a team in a fast-paced environment.
● Excellent time management and organizational skills.
Click on Apply to know more.
