
Description :
Job Title : Financial Relationship Manager
Job Description :
- We are seeking a highly motivated and experienced Financial Relationship Manager to join our team.
- The ideal candidate will be responsible for developing a deep understanding of clients business objectives and challenges, and providing strategic recommendations based on data-driven insights.
- This role requires strong relationship-building skills, analytical ability, and the capability to act as the primary point of contact for key clients.
Key Responsibilities :
- Build and maintain strong, long-term relationships with clients.
- Engage in regular discussions with clients to understand their business needs, objectives, and pain points.
- Analyze client data and translate insights into actionable strategic recommendations.
- Present value propositions to prospective and existing customers to support business growth.
- Identify and prospect new sales leads, conduct follow-ups, and close deals.
- Collaborate with internal teams to ensure smooth execution of client strategies and projects.
- Manage multiple client accounts and projects simultaneously while ensuring timely delivery.
Qualifications :
- 4-6 years of experience in client relationship management, preferably in the financial services domain.
- Strong analytical skills with the ability to interpret client data and derive insights.
- Excellent communication, presentation, and interpersonal skills.
- Proven experience in managing multiple clients and projects effectively.
- Ability to thrive in a fast-paced and client-focused environment.
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