Expanding Client Relationships
1 week ago
The Client Growth Specialist plays a pivotal role in fostering and expanding client relationships. Key responsibilities include developing and executing tailored strategies to drive business growth, identifying opportunities within existing portfolios, and providing support to senior professionals in business development.
Main Responsibilities:
- Strategic Planning & Portfolio Optimization: Develop and implement comprehensive plans that align with clients' needs, ensuring optimal investment outcomes.
- Opportunity Identification & Development: Leverage recommendations from the product team to identify opportunities within clients' existing portfolios across various products.
- Business Development Support: Collaborate with senior professionals to drive business growth through targeted initiatives and relationship building.
- Documentation & Transactional Work: Handle documentation and transactional tasks efficiently, ensuring seamless execution of client transactions.
Requirements:
- A Chartered Accountant (CA) certification is mandatory for this role.
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