Client Acquisition & Growth: Identifying new opportunities, onboarding clients, and expanding wallet share through strategic upselling/cross-selling.
Relationship Building: Establishing trust, acting as the main point of contact, and maintaining strong, long-term connections.
Needs Analysis & Solutions: Deeply understanding client goals, preferences, and financial needs to offer customized products and services.
Client Servicing: Proactively resolving complaints, managing escalations, and ensuring seamless service delivery.
Account & Portfolio Management: Managing client accounts, conducting regular reviews, and providing performance summaries.
Internal Collaboration: Working with sales, product, operations, and support teams to meet client needs.
Reporting & Strategy: Analyzing data, preparing reports, and developing account plans and business strategies.
Key Skills Required
Strong communication, interpersonal, and negotiation skills.
Analytical skills to understand data and market trends.
Empathy and a positive attitude to build rapport.
Proactive problem-solving and conflict resolution.
Adaptability and industry knowledge.