Financial Account Manager

3 weeks ago


Delhi India Hire22.ai Full time

Job Description One of our client Hiring for a Account Manager with 2-6 years of experience in Handling financial accounts. The Account Manager will serve as the primary point of contact for client accounts, building and maintaining long-term relationships while understanding their business goals and proposing solutions in the real estate finance sector Key Responsibilities: - Serve as the primary point of contact for client accounts. - Build, maintain, and strengthen long-term relationships with clients. - Understand clients business goals, challenges, and needs; propose solutions accordingly. - Monitor account health: usage, satisfaction, feedback, performance metrics. - Identify opportunities to upsell or cross-sell additional products/services. - Negotiate contracts and renew agreements to maximize value for both client and company. - Coordinate with internal teams (e.g. sales, product, customer success, support) to ensure timely delivery of solutions, resolution of issues, and alignment on expectations. - Prepare and deliver reports to clients and senior management about account status, performance, forecasts, risks, and opportunities. - Handle escalations and client concerns to maintain satisfaction and retention. - Ensure smooth onboarding of new clients / new services for existing clients. Maintain accurate records of client interactions, account plans, proposals, contracts, etc., using CRM tools.



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