Financial Relationship Specialist

1 day ago

Vapi, Gujarat, India beBeeAccounting Full time ₹ 48,00,000 - ₹ 60,00,000
Job Title: Financial Relationship Specialist

Job Description:

The Financial Relationship Specialist plays a pivotal role in maintaining and nurturing long-lasting relationships with clients. This involves serving as the primary point of contact, understanding their needs, and addressing their concerns effectively. By doing so, they ensure that clients receive exceptional service and support.

Key Responsibilities:
  • Client Relationship Management: Building and maintaining strong, lasting relationships with clients through active listening, empathy, and professionalism.
  • Account Growth: Identifying opportunities to upsell or cross-sell additional services or products to existing clients, thereby driving revenue growth.
  • Client Advocacy: Acting as a client advocate within the organization, ensuring their needs are understood and addressed by relevant teams.
  • Problem Solving: Addressing client issues and concerns by working collaboratively with internal teams to find effective solutions and ensure client satisfaction.
  • Communication: Effectively communicating with clients and internal teams, providing updates, and ensuring clear and consistent information flow.
  • Strategic Planning: Developing and implementing account strategies to achieve client objectives and drive business growth.
  • Performance Monitoring: Tracking and analyzing account performance, identifying areas for improvement, and making adjustments to strategies as needed.


Required Skills and Qualifications:

This role requires a minimum of 8 years of total work experience, preferably in a similar financial or customer-facing role. Strong leadership and accounting skills are essential, with the ability to communicate effectively with both internal stakeholders and external clients.

Benefits:
  • Cell phone reimbursement
  • Provident Fund


Schedule:
Day shift

Supplemental Pay:
Yearly bonus

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