Customer Relationship Specialist
1 week ago
Serve as the main point of contact in all matters related to client concerns and needs.-
Build and strengthen client relationships to achieve long-term partnerships.-
Maintain accurate client records, keeping track of any contract updates and renewals.-
Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met.-
Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients.Key Responsibilities:-
Handle inquiries and requests from customers and address their needs.-
Stay on top of accounts, making sure they receive services that are within their budget and meettheir needs.-
Meet regularly with other team members to discuss progress and find new ways to improvebusiness.-
Serve as a brand ambassador for existing and new products, developing tailored sales pitches toeach client.-
Coordinate with Customer Support and Marketing to ensure customers satisfaction andappropriately introduce new products as they relate to client needs.-
Generate progress reports for clients and senior leaders within the organization.-
Identify upsell, cross-sell, and renewal opportunities and communicate with the sales teamregularly.Qualification:-
Bachelor’s Degree in Marketing/Finance or a related field.-
NISM Courses-
The prospective candidate should be familiar with minimum 2 local languages. E.G. Tamil,Kannada, etc.Preferred Skills:-
Candidate should be willing to travel frequently to client location.-
Proven track record of meeting or exceeding quotas and receiving positive customer feedback.-
Proficiency with common customer success and customer relationship management software,Sales Logix and Salesforce-
Professional certification (ex: from Strategic Account Management Association)-
Proven experience as a Client Account Manager or similar role.-
Strong problem solving and negotiation abilities.-
Strong understanding of Financial Markets.-
Exceptional communication and presentation skills.INTRESTED CANDIDATE CAN SHARE RESUME ON
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Customer Relationship Specialist
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