Relationship Manager - LWA(Lokmanya Wealth Advisor)

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.