Building Long-Term Client Relationships

ResponsibilitiesTo develop partnership agreements with external partners to develop new channels of distribution.To engage individuals to be distributors of the company investment products by joining the client's Associate Program.Responsible to maintain long-term relationships with the referrals and clients. Act as the main point of contact for...

Job DescriptionDrive sales revenue, develop new business and engage local and regional clients;Develop and execute strategic business plan to maximize business development opportunities, increase market share and create value-added solutions & services for clients;Proactively identify, qualify, and pursue new leads and new business opportunities using a...

Summit Planner Invictus is a one-stop integrated financial services consultancy firm. We provide clients with a full suite of services including banking and financial consultancy, corporate management, risk and wealth management, real estate, as well as legal advisory. Our mission is to build trusted, long-term relationships with clients through professional...

Job Purpose:We are hiring a Mortgage Sales & Service Specialist on behalf of a bank sector client. In this role, you will play a critical part in supporting the growth of the mortgage loan portfolio by identifying new business opportunities while delivering a high standard of service to existing customers. You will guide clients through the full mortgage...

We are seeking a Relationship Management Executive to build and maintain strong client relationships. The role focuses on client support, engagement and helping grow business opportunities.ResponsibilitiesServe as the main point of contact for assigned clientsUnderstand client needs and provide tailored solutionsBuild long-term relationships and ensure high...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

Salary and benefitsBasic salary + Commission + KPIKey Responsibilities:1. Client Relationship Management: Build and maintain strong relationships with existing and potential clients, understanding their needs to provide tailored investment and immigration solutions.Consultation and Client Support: Provide expert advice on investment opportunities and...

As a Client Account Lead within Avanade you are responsible for the client and the client relationship while focusing on sales, revenue, delivery, and client satisfaction. You build, own, and maintain the client Account Plans for Avanade and, if applicable, drive integration with Accenture and Microsoft. With responsibility for the account’s overall...

As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem-solving skills to manage...

Relationship Manager(Business Development, SME Loans)ResponsibilitiesIdentify and pursue potential SME clients (lead generation).Meet or exceed sales and relationship development targets.Upsell or cross-sell products and services based on client needs.Develop account plans and client strategies.Ensure a smooth onboarding process and excellent first...