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Senior Client Partnership Manager

2 weeks ago

Mumbai, Maharashtra, India beBeeRelationshipManagement Full time ₹ 1,04,000 - ₹ 1,30,878

Job Overview:

Client Success Specialist

The Client Success Specialist is responsible for developing and maintaining long-term relationships with clients, ensuring their satisfaction with the company's products and services.

This role requires a proactive and client-focused approach, where the Specialist works to understand client needs, provide tailored solutions, and maintain high levels of engagement.

The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals.

Key Responsibilities:
  • Client Relationship Management:
  • Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.
  • Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.
  • Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.
  • Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.
  • Business Development & Sales:
  • Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.
  • Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.
  • Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.
  • Client Onboarding and Support:
  • Manage the onboarding process for new clients, ensuring a seamless and positive experience.
  • Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.
  • Ensure that the clients' needs are continuously monitored and supported through proactive engagement.
Required Skills and Qualifications:
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Additional qualifications or certifications in financial services, insurance, or sales would be a plus.
  • Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.
  • Proven track record of managing client relationships and achieving sales or service targets.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong ability to understand and meet client needs and provide tailored solutions.
  • Proficient in CRM software, Microsoft Office Suite, and other sales tools.
  • Strong problem-solving and conflict resolution abilities.
  • Ability to multitask and prioritize in a fast-paced environment.
Benefits:

A career as a Client Success Specialist offers numerous benefits, including:

  • The opportunity to work with a dynamic team and contribute to the company's success.
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • The chance to make a meaningful impact on clients' lives and businesses.