
Strategic Partnership Specialist
18 hours ago
The primary objective of this role is to establish and nurture long-term relationships with clients, ensuring their complete satisfaction with our services. A proactive and client-focused approach is essential in understanding client needs and providing tailored solutions to maintain high levels of engagement.
Core Responsibilities:
- Client Relationship Management: Develop and sustain strong, lasting connections with existing clients, serving as the primary point of contact. Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with our offerings.
- Business Development & Sales: Identify opportunities to expand the client base by acquiring new clients through referrals, networking, and proactive outreach. Meet or exceed sales targets and business development goals by recommending appropriate products or services.
- 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.
Requirements 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 advantageous.
- 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.
Desirable Skills:
- 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.
Personal Attributes:
- Client-focused, with a passion for delivering exceptional service.
- Strong business acumen and the ability to build and nurture long-term relationships.
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