▷ Urgent Search Customer Relationship Manager

4 weeks ago

Irinjalakuda KL IN BK SQUARE INTERNATIONAL CONSULTANT Full time

A Customer Relationship Manager CRM in a financial firm builds and maintains client relationships by understanding their needs providing financial advice and ensuring customer satisfaction Key responsibilities include acquiring new clients retaining existing ones managing investment portfolios and achieving sales targets through upselling and cross-selling financial products They must also handle client complaints monitor market trends and coordinate with internal teams to provide comprehensive service Core responsibilities Client management Build and maintain strong profitable relationships with clients including identifying their needs and managing their portfolios Sales and growth Acquire new clients and grow the client base by upselling and cross-selling financial products and services Communication Keep clients informed about their portfolio performance and new products They also act as a liaison between clients and the institution Problem-solving Address and resolve client complaints and issues efficiently and effectively Strategic planning Meet with internal teams to develop strategies for client retention and business growth Market analysis Stay informed about market trends and competitor activities Essential skills Communication and interpersonal skills To effectively build rapport and explain financial concepts Active listening To fully understand client needs and feedback Empathy To connect with clients on a deeper level Problem-solving and critical thinking To resolve issues and provide strategic solutions Sales and negotiation To identify opportunities and meet sales targets Financial acumen A strong understanding of financial products and the market Technical skills Proficiency with CRM software to track client interactions and conduct business reviews Job Type Full-time Pay 15 500 00 - 45 000 00 per month Education Bachelor s Preferred Experience Customer relationship manager 1 year Preferred Work Location In person

  • ▷ Urgent Search! Customer Care Executive

    3 weeks ago

    Kodungallur, KL, IN NEST MATRIMONY Full time

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    4 days ago

    Kollam, KL, IN EVM Light Commercial Motors Full time

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    6 days ago

    Tirur, KL, IN Oleevia Group of Companies Full time

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    3 weeks ago

    Kannangad, KL, IN Veer Mahindra Full time

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    6 days ago

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    2 weeks ago

    Kayankulam, KL, IN Vee Kay Vees Caterers Full time

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