Relationship Manager – LWA (Lokmanya Wealth Advisor)
Location: Margao, Mapusa, Pune, Mumbai, Sawantwadi, Ratnagiri,
Kolhapur, Belgaum, Nashik
Experience: 3-5 years
Qualification: Bachelor's degree in finance, business administration, or a related field
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 analyze 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
● Minimum of 3-5 years of experience in a Team Handling role, preferably in the
banking or financial services industry.
● 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.
To apply, please send your resume and a cover letter detailing your relevant experience to resume@lokmanyasociety.org.
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.
DISCLAIMER
BE AWARE : PHISHING SCAMS FOR EMPLOYMENT OPPORTUNITIES
Every job seeker should be aware of online recruitment fraud. Fictitious job postings, fraudulent job offers, and individuals purporting to be recruiters can defraud job seekers, commit financial crimes or steal identities.
Lokmanya Society takes this matter seriously and is actively working to reduce the likelihood of our brand being misrepresented as part of fraudulent activity. Job seekers interested in Lokmanya Society roles should know the following:
- At no point will Lokmanya Society or anyone recruiting for Lokmanya Society ever asks for money, credit card, or bank account information to complete a job application or be considered for a job.
- Lokmanya Society employees (including our recruitment teams) use email addresses that end in @lokmanyasociety.org
- At no point will Lokmanya Society or anyone recruiting for Lokmanya Society ever asks for money, credit card, or bank account information to complete a job application or be considered for a job.
- Communications you send directly to Lokmanya Society or anyone recruiting for Lokmanya Society should only go to email addresses ending in@lokmanyasociety.org
These fraudulent job postings or “recruiters” may ask job seekers for money, banking details, or other personally identifiable information.Recruiting scams have become more sophisticated and can appear as legitimate recruitment activities of reputable companies and often use third-party websites or direct email approaches. Caution should always be shown when sharing personal information and we hope that by highlighting these developments, unsuspecting job seekers will not be duped by these scams.
Generally, job seekers should watch out for: Incorrect domain names or email addresses: Check for misspellings of hiring companies or emails from domains that do not match the hiring company.Use of messaging services: Legitimate companies won’t conduct job interviews through messaging services like Google Hangouts, Yahoo Messenger, or Facebook Messenger. Unclear or broad job descriptions: Scammers use broad, vague job descriptions to capture a wide net of potential targets. Legitimate job ads will have a clear description of what your duties would be and will list the requirements for the job.The “dream” job offer: Extremely high compensation for a position that requires no skills or experience or job offers without any interview process… If it’s “too good to be true” it is likely fraudulent.
Requests for financial information: Be wary of any ask for money, credit card, or bank account information to complete a job application or create eligibility for a job. Requirements to purchase training or equipment: If a company wants you to pay for training materials or equipment before it will consider you for a job, it is likely fraudulent.