Develop and maintain strong relationships with existing and potential clients.
Understand customer needs and provide appropriate financial or product solutions.
Cross-sell and up-sell company products/services to increase business volume.
Ensure high levels of client satisfaction through regular follow-ups and support.
Handle customer queries, resolve issues promptly, and maintain service quality.
Achieve monthly/quarterly sales and relationship targets.
Maintain proper documentation and CRM updates of all client interactions.
Coordinate with internal teams (operations, credit, support) for smooth service delivery.