Develop and manage a portfolio of clients by providing personalized service and financial/product advice.
Identify opportunities to cross-sell and upsell products and services based on client needs and preferences.
Build long-term relationships with customers through regular communication, follow-ups, and face-to-face meetings.
Handle customer inquiries, resolve complaints promptly, and ensure a high level of client satisfaction.
Maintain accurate records of client interactions, transactions, and feedback using CRM tools or databases.
Work closely with internal departments (e.g., credit, operations, product) to ensure timely delivery of services and resolutions.
Meet assigned sales targets and contribute to the team’s overall performance.
Stay updated on company products, market trends, and competitor activities.
Ensure compliance with internal policies, procedures, and regulatory guidelines.