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 Agents), developing strong relationships built on trust and excellent service delivery.
• ● Understand clients(LWA Agents) financial goals, risk profiles, and investment preferences through regular interactions and reviews.
• ● Provide personalized advice and recommendations on Societys products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.
• ● Cross-sell the product training to existing clients (LWA Agents) to deepen the relationship and generate additional revenue.
• ● Ensure compliance with Societys 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 Agents).
• ● Monitor and analyse clients(LWA Agents) financial performance, identifying potential risks and opportunities for the Society.
• ● Maintain accurate and up-to-date client (LWA Agents) records, including financial data, correspondence, and account activities.
• ● Organising and Conducting client (LWA Agents) meetings, events, and presentations to strengthen relationships and promote the Societys offerings.
• ● Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agents).
• ● 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 Agents).
• ● 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.