Client Relationship Manager

Surabhi Financial Services

Posted: 5 months ago
Openings: 10
Applicants: 0

Job Description

We are looking for Client Relationship Managers to join our team. If you are from a servicing industry and have some understanding of finance, or have an worked in client relationship manager role for an financial services firm and enjoy interacting with people then this position is just for you.

Key Responsibilities

Build positive and productive relationships with clients for business growth.
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
Understand client needs and customize existing business programs to meet their needs.
Provide client support and handle client communications effectively.
Manage and close client businesses to achieve profitability.
Maintain existing clients and generate new clients to achieve revenue goals.
Address client concerns promptly and professionally.
Inform clients about company products, services and promotions.
Discuss business contracts and cost with clients.
Ensure that client requests are handled timely and accurately.
Develop new strategies to improve client satisfaction.
Maintain up-to-date knowledge about company products and services.
Answer clients questions, address concerns and resolve them as per SLAs
Building and maintaining your client base.

Qualifications required

Bachelor s degree in business, finance or related field.
Great interpersonal and communication skills, written and spoken English is must.
Prior experience with customer service or similar role
Proficient in Word, Excel, Outlook and PowerPoint, Social Media tools like Linked In, Facebook etc
Critical thinker and problem-solving skills
Good time-management skills
Team player