Key Responsibilities
Client Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.
Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.
Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.
Conflict Resolution: Addressing client complaints and concerns promptly and professionally.
Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.
Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.
Required Skills and Qualifications
Communication: Strong verbal and written communication skills for client interaction and negotiation.
Interpersonal Skills: Empathy and a customer-centric mindset to build trust.
Problem-Solving: Ability to resolve complex customer issues efficiently.
Technical Skills: Proficiency in CRM software (., Salesforce, HubSpot) and MS Office/Google Workspace.
Education/Experience: Usually requires a bachelor