Key Responsibilities:
Develop and strengthen relationships with both existing and potential
clients within the financial services sector.
Assess client requirements and deliver customized financial solutions.
Drive sales and meet business development goals through the promotion
of financial products and services.
Serve as the primary liaison for clients, ensuring timely resolution of
their queries and concerns.
Coordinate with internal departments to guarantee smooth and efficient
execution of client requests.
Identify and capitalize on opportunities for cross-selling and up-selling
relevant financial offerings.
Stay informed about industry trends, market dynamics, and competitor
activities.
Participate in client meetings and coordinate effectively to maintain
strong engagement and trust.
Requirements:
Excellent verbal and written communication skills with a confident
and professional attitude
Strong interpersonal skills to build and maintain lasting client
relationships
Analytical thinking to understand client financial needs and suggest
suitable solutions