Job Description

Job Description Client Relationship manager

Job Location Mumbai Western Suburb : Kandivali (E)

What are we looking for / Job Description

We are looking for Client Relationship Managers to join our team. If you are from a servicing industry and have some understanding of finance, or have an worked in client relationship manager role for an financial services firm and enjoy interacting with people then this position is just for you.

Key Responsibilities

Build positive and productive relationships with clients for business growth.

Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.

Understand client needs and customize existing business programs to meet their needs.

Provide client support and handle client communications effectively.

Manage and close client businesses to achieve profitability.

Maintain existing clients and generate new clients to achieve revenue goals.

Address client concerns promptly and professionally.

Inform clients about company products, services and promotions.

Discuss business contracts and cost with clients.

Ensure that client requests are handled timely and accurately.

Develop new strategies to improve client satisfaction.

Maintain up-to-date knowledge aboompany products and services.

Answer clients questions, address concerns and resolve them as per SLAs

Building and maintaining your client base.

Qualifications required

Bachelors degree in business, finance or related field.

Great interpersonal and communication skills, written and spoken English is must.

Prior experience with customer service or similar role

Proficient in Word, Excel, Outlook and PowerPoint, Social Media tools like Linked In, Facebook etc

Critical thinker and problem-solving skills

Good time-management skills

Team player
  • Experience

    1 - 2 Years

  • No. of Openings

    1

  • Role

    Client Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Surabhi Financial Services

We are a financial services company focused on providing Financial Freedom strategies to our customers through our variety of financial products and service offerings.

Our vision is to make our customers lead Financial Independent lives and ensure they are Risk free from any unforeseen liabilities. We want our customers to confidently pursue their financial goals.

Through our simple yet comprehensive approach, we offer customized financial plans that addresses our clients short term to long-term goals and leads them towards Financial Freedom.

Your goals are personal, with Surabhi Financial Services you will always find a personalized approach to your Financial Freedom goals. We believe that everyone has different needs and requires personalized attention and planning and thats why we exist.

Wealth Management, Investments, Insurance, Business Solutions, Loans & Business Finance & NRI Solutions are our key offerings.
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