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Job Description

Building and maintaining relationships with clients and key personnel within customer companies.

Conducting business reviews to ensure clients are satisfied with their products and services.

Alerting the sales team to opportunities for further sales within key clients.

Letting customers know about other products the company offers.

Attending meetings with clients to build relationships with existing accounts.

Achieving client relationship targets and KPI’s as set by the Head of Sales.

Working closely with Account Managers and Sales Consultants.

Escalating and resolving areas of concern as raised by clients.

Carrying out client satisfaction surveys and reviews.

Monitoring company performance against service level agreements and flagging potential issues.

Updating the CRM and ensuring account managers are aware of changes within clients.

Passing leads to the sales team and following up on progress.

Liaising with internal departments to ensure client needs are fulfilled effectively

Key Skills

  • Good Communication


Banking, Investments, Stock Market & Financial Services

Functional Area

Finance / Stock Market

Number of Vacancy



Other Bachelor Degree


JM group serve its valued customers by providing investment advice in managing their portfolios. We oversee the management of funds, making sure that they are managed in a way that is in the best interests of the beneficiaries through our trust agreement. At JM financials our focus is results, implementing pragmatic solutions to devise a winning strategy for the toughest challenges. When you want to compete effectively in the market, choose a investment firm that would assist you take the right steps and make right moves. Choose JM group. Our innovative techniques efficently generates new sources of income to generate revenue. Every business plays a part and we consider every part as indispensable, every failure breeds success and every success demands more innovation and improvement in traditional methods of rich cash flow and risk spread. Our bold thinking and broad range of financial management and risk management solution tailored to this industry gives the confidence you need, whatever be the challenge.

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