Client Relationship Specialist

6 days ago

Hyderabad Secunderabad Telangana, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Client Relationship Manager

About the Job:

  • This role is responsible for acquiring new client relationships and meeting business targets through various digital channels.
  • The ideal candidate will have excellent communication and presentation skills to talk and convince internal and external stakeholders.
  • They must also be able to execute actionable steps in a timely manner.

Key Responsibilities:

  1. Achieve business targets by acquiring new client relationships through multiple digital journeys.
  2. Proactively understand customer needs and cross-sell multiple products as per requirements.
  3. Adhere to all policies and guidelines for updating leads and closures.
  4. Execute all activities and campaigns as planned by the respective Digital Sales Manager.
  5. Display customer centricity by executing customer interface processes within defined timelines.
  6. Collaborate with internal and external teams to ensure timely service to customers seeking mortgage products.

Deliverables:

  • Meet and exceed business targets in terms of profitability, product mix, and quality of sourcing.
  • Be the one-point contact for all financial needs for customers.
  • Maintain zero errors in adherence to policies and systems.
  • Sources should meet specified guidelines.
  • Forge targeted client relationships within agreed timelines.
  • Meet and exceed customer acquisition targets.
  • Update leads shared by Internal/External stakeholders in a timely manner.
  • Meet sales targets for HL products in assigned territories.
  • Ensure customer satisfaction matrix is met for client relationships.
  • Provide timely MIS reporting to concerned parties.
  • Clear certification examination within specified timelines.

Specialized Competencies:

  • Knowledge about Home Loans, Mortgages, and other financial products.
  • Statutory compliance and local market procedures knowledge.
  • Ability to review legal agreements, upload data across SFDC, and present opportunities for sizing.
  • Excellent communication and presentation skills.

Requirements:

  • Bachelor's degree in any field.
  • At least 2 years of experience in a related field.
  • Knowledge of home loans, mortgages, and other financial products.
  • Strong communication and presentation skills.
  • Ability to work in a team environment.

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