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- Customer Relationship Management: Build and nurture relationships with new and existing customers, understanding their requirements, and proactively addressing their needs.
- Customer Acquisition: Identify and target potential customers through various channels, such as referrals, networking, or market research, and develop strategies to acquire new business.
- Account Management: Manage and oversee a portfolio of customers, ensuring their satisfaction, and serving as their primary point of contact for any inquiries, concerns, or requests.
- Needs Assessment and Solution Provision: Conduct thorough needs assessments for customers to understand their goals, challenges, and preferences, and recommend suitable products, services, or solutions to meet their requirements.
- Sales and Revenue Generation: Collaborate with the sales team to promote products or services, negotiate contracts, and close deals, contributing to the organization's revenue growth.
- Cross-selling and Upselling: Identify opportunities to cross-sell or upsell additional products or services to existing customers based on their needs and preferences, thereby maximizing revenue potential.
- Customer Retention: Develop and implement strategies to ensure customer retention and loyalty, such as regular follow-ups, customer satisfaction surveys, or personalized service offerings.
- Risk Assessment and Management: Assess potential risks associated with customer accounts, monitor their financial health, and take appropriate measures to mitigate risks or escalate concerns to higher management if necessary.
- Market and Competitor Analysis: Stay updated on industry trends, market conditions, and competitor activities to provide insights and recommendations for business development and strategic decision-making.
- Reporting and Documentation: Maintain accurate and up-to-date customer records, prepare reports on customer interactions, sales activities, and performance metrics, and provide regular updates to management.
; Requirements: -
- Diploma or Bachelor's degree in business, finance, or a related field preferred.
- Proven experience as a Customer Relationship Manager or in a similar customer-facing role.
- Strong communication and interpersonal skills to build and maintain positive relationships with customers.
- Excellent sales and negotiation abilities to achieve targets and drive revenue growth.
- Sound knowledge of financial products and services to provide comprehensive advice to customers.
- Ability to identify and understand customers' needs and tailor solutions accordingly.
- Strong problem-solving skills to handle customer inquiries and issues effectively.
- Solid organizational and time-management abilities to manage multiple customer relationships.
- Any relevant certifications or licenses (e.g., securities license) will be an advantage.
- Proactive and result-oriented attitude with a focus on customer satisfaction.
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