
Building Lasting Customer Relationships
1 week ago
The role of a Key Account Strategist involves developing and maintaining strong, long-term relationships with customers. This includes understanding their financial needs and providing tailored solutions to meet those needs.
To achieve this, the individual will identify new business opportunities through networking, referrals, and market research. They will also conduct thorough analysis of customer financial data to determine the best mortgage options for them.
Collaboration with internal teams is crucial in ensuring seamless execution of mortgage applications and disbursements. The individual must provide exceptional customer service by responding promptly to queries and resolving issues efficiently.
Staying updated on market trends and competitor activity is essential in remaining competitive in the market.
Required Skills and Qualifications- Strong Product Knowledge: A deep understanding of retail mortgages products, including features, benefits, and risks.
- Excellent Communication Skills: Ability to communicate effectively with customers and internal stakeholders.
- Negotiation and Analytical Skills: Ability to analyze complex financial data and negotiate effective solutions.
- Problem-Solving Skills: Strong analytical and problem-solving skills with attention to detail.
- Technology Proficiency: Proficiency in using technology and software applications relevant to mortgage management.
As a Key Account Strategist, you will have the opportunity to work with a variety of clients and develop a deep understanding of their financial needs. You will also be part of a dynamic team that is dedicated to delivering exceptional customer service.
OthersThis role requires a high level of professionalism, discretion, and confidentiality. The individual must be able to maintain confidentiality at all times and handle sensitive information with care.
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