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Client Relationship Manager
2 months ago
We are seeking a dynamic and customer-focused Client Relationship Manager to join our team. In this role, you will be the main point of contact for our clients, ensuring they receive exceptional service and solutions tailored to their needs. Your goal is to build long-lasting relationships with our clients, helping them achieve their financial goals while contributing to the company's growth.
Key Responsibilities:
- Develop and nurture strong relationships with new and existing clients.
- Understand clients' financial objectives and provide personalized solutions.
- Conduct regular client meetings to assess their satisfaction and identify new opportunities.
- Collaborate with internal teams to deliver exceptional service and address client concerns promptly.
- Monitor client accounts and ensure they are receiving the maximum benefit from our offerings.
- Drive client loyalty through proactive communication and follow-up.
- Achieve and exceed sales targets by identifying upselling and cross-selling opportunities.
Qualifications:
- Proven experience in client relationship management or sales.
- Strong communication and interpersonal skills.
- Ability to understand and address client needs effectively.
- Results-oriented with a strong track record of meeting sales targets.
- Excellent organizational skills and attention to detail.
What We Offer:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- Ongoing training and resources to help you succeed.
Tell employers what skills you have
CRM
Account Management
Upselling
Microsoft Office
Microsoft Excel
Interpersonal Skills
Relationship Management
Selling
Customerfocused
Adaptability
Attention to Detail
Communication Skills
Presentation Skills
Financial Advisory
Customer Service
Proactive Communication
Pricing
Financial Services