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Custodian of Client Relationships

3 weeks ago

Davangere, Karnataka, India beBeeCustomerCentric Full time ₹ 9,00,000 - ₹ 12,00,000
Relationship Officer Role Overview

This is a full-time remote role that requires the candidate to manage and nurture relationships with clients, addressing customer inquiries, providing high-quality customer service, and facilitating communications between the company and its clients.

The Relationship Officer will work closely with the finance team, supporting sales efforts, and identifying potential business opportunities.

  • Key Responsibilities:
  • Client Communications: Managing client relationships, resolving customer inquiries, and providing excellent customer service.
  • Financial Document Reviews: Reviewing financial documents, ensuring accuracy and compliance.
  • Sales Strategy Coordination: Collaborating with the sales team to identify potential business opportunities.
  • Day-to-Day Tasks: Client follow-ups, financial document reviews, customer service interactions, and sales strategy coordination.
Requirements and Qualifications

To be successful in this role, candidates must possess:

  • Business Relationship Management Skills: Strong skills in building and maintaining client relationships.
  • Relevant Experience: Relevant experience in finance and sales, preferably in a remote or online setting.
  • Excellent Communication and Customer Service Skills: Ability to communicate effectively with clients, provide top-notch customer service, and resolve issues efficiently.
  • Task Management and Prioritization: Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
  • Proven Track Record: A proven record of success in similar roles, with a strong understanding of customer needs and expectations.
  • Education: A Bachelor's degree in Business, Finance, Communications, or a related field is preferred but not mandatory.
  • Certifications and Training: Proficiency in using CRM software and other related tools is a plus.