Senior Client Relationship Manager
2 weeks ago
About the Role
This position is responsible for leading a team of sales professionals focused on delivering exceptional customer experiences and driving business growth.
Key Responsibilities
- Maintain and Develop Customer Relationships
- Build and maintain strong relationships with high net worth individual (HNI) clients through effective communication and trust-building strategies.
- Understand clients' specific needs and financial situations by conducting thorough assessments and identifying opportunities for growth.
- Track and Supervise Sales Campaigns
- Monitor and optimize segmented product-based campaigns to ensure maximum impact and efficiency.
- Ensure the sales team adheres to established communication procedures, guidelines, and policies.
- Supervise and Track Service Request Calls
- Monitor customer interactions, process customer accounts, and maintain accurate records.
- Provide solutions and up-selling strategies to the team based on feedback from previous interactions.
- Conduct random follow-ups to ensure customer satisfaction and query resolution.
- Ensure accurate and complete information is provided using the right methods and tools.
- Growth and Planning
- Evaluate business or individual customers' needs and financial status to propose customized protection plans.
- Measure of Success
- Foster a culture of excellence by ensuring customer satisfaction scores remain above acceptable levels.
- Ensure clients' needs and current coverage are aligned with their financial situations.
- Monitor and optimize sales campaigns to achieve desired outcomes.
- Essential Qualifications and Experience
- Graduate degree from a recognized institution.
- Minimum 6 years of experience in sales, with a focus on HNI customers.
- Competencies
- Strong people leadership and management skills.
- Experience in selling multiple financial products.
- Excellent interpersonal communication skills.
- Customer-centric approach.
- Experience in sales verticals dealing with HNI customers.
- Effective team management skills.
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