About the Role
Job Description
Build and maintain strong relationships with assigned clients.
Understand clients' financial needs and objectives.
Serve as the primary point of contact for client inquiries and requests.
Resolve client issues in a timely and effective manner.
Educate clients about products and services.
Identify cross-selling and up-selling opportunities.
Coordinate with internal teams to ensure smooth service delivery.
Conduct regular client follow-ups and satisfaction checks.
Gather client feedback and proactively address concerns.
Prepare and present client performance reports.
Maintain accurate client records in the CRM system.
Ensure compliance with company policies and data privacy regulations.
Bachelor's degree in Business Admini...
Requirements
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