Client Relationship Manager
Aadhyaai Management And Solution Pvt Ltd
- Posted: 5 months ago
- Openings: 10
- Applicants: 0
Job Description
Role & responsibilities
Client Relationship Management:
Serve as the primary point of contact for assigned clients, providing proactive service and resolving queries efficiently.
Build deep relationships with key stakeholders to understand business needs and offer tailored solutions.
Financial Operations Oversight:
Coordinate with internal teams to ensure timely execution of financial transactions, reconciliations, and reporting.
Monitor operational workflows and escalate potential issues to ensure SLA compliance.
Having Good Experience in the transfer of share.
Advisory & Strategy:
Analyse financial data and operational metrics to provide actionable insights to clients.
Support clients in optimizing their cost structures, budgeting, and process improvements.
Compliance & Risk Management:
Ensure all operations adhere to regulatory standards and internal policies.
Identify and mitigate financial and operational risks related to client accounts.
Collaboration & Reporting:
Work closely with the finance, operations, IT, and compliance departments to deliver seamless service.
Prepare and present periodic reports on client activity, satisfaction, and performance.
Preferred candidate profile
Experience in relationship management, financial services, or operations.
Strong knowledge of financial products, transaction operations, and business processes
More Info
Education
Required Skills
Contact Details
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