Location: Nashik
Experience : 3-5 Years
Why Join Us?
Join Lokmanya Multipurpose Co-operative Society as a Relationship Manager – LWA, where you will work with a trusted brand in financial services to help clients achieve their financial goals through personalized solutions. This role offers significant opportunities for professional growth and the chance to make a meaningful impact on clients’ financial futures.
Job Responsibilities
• Manage high-value client portfolios (LWA Agents) and build strong relationships.
• Understand clients’ financial goals and provide tailored advice on products like FD,
Loans, Mutual Funds, and Insurance.
• Cross-sell products to enhance relationships and drive revenue.
• Ensure compliance with Society’s policies and procedures.
• Collaborate with other departments for seamless service delivery.
• Monitor clients’ financial performance and identify growth opportunities.
• Organize meetings and events to strengthen relationships and promote services.
• Stay updated on industry trends to offer valuable insights.
Skills Required
• Bachelor’s degree in finance, business administration, or related field.
• 3-5 years of experience in team management in banking or financial services.
• Strong communication, problem-solving, and analytical skills.
• Proficient in MS Office and banking software.
• Knowledge of banking products and industry regulations.
• Ability to lead and manage a team in a fast-paced environment. Apply Now! Be part of a team making financial services accessible and impactful.
Our Core Values
At Lokmanya, we believe that a career should be more than just a job; it should be a passion-driven adventure that brings out the best in you. We are not just a company; we are a community of like-minded individuals united by a common purpose: to make a meaningful impact on the world.
At Lokmanya, our core values are the heartbeat of our culture and the driving force behind everything we do. They define who we are as a company and guide our decisions, actions, and interactions with our customers, employees, and partners.