Develop and maintain strong, long-term relationships with clients.
Identify and understand client needs to provide appropriate financial or service-based solutions.
Serve as the primary point of contact for clients, handling inquiries and resolving complex issues.
Actively seek new business opportunities and generate leads through customer visits and market scanning.
Drive revenue growth through upselling and cross-selling products and services.
Collaborate with internal teams to ensure seamless service delivery.
Conduct regular client reviews and check-ins to provide updates and gather feedback.
Prepare reports on client interactions and outcomes.
Stay updated on industry trends and market conditions.