Senior Financial Services Relationship Consultant
1 day ago
About the Role
Talent Corner seeks an experienced Senior Financial Services Relationship Consultant to join our team.
As a key member of our organization, you will play a vital role in up-selling, cross-selling, and meeting client needs. Your primary objective will be to develop and maintain strong relationships with customers, ensuring retention of our client base and expanding our network.
To achieve this, you will be responsible for generating new business opportunities through both online and offline channels. This includes identifying potential clients, engaging with them, and presenting solutions that meet their financial services needs.
We are looking for a professional with 1-3 years of experience in a similar role, preferably in financial services. A degree in Business Administration (BAF), Business Management (BMS), or Business Information (BBI) is essential. Additionally, proficiency in Microsoft Office and hands-on experience with CRM software are must-haves.
Key Responsibilities:
- Develop and maintain strong relationships with existing and potential clients
- Up-sell and cross-sell financial services products
- Identify new business opportunities and generate leads
- Maintain accurate records and data in CRM software
- Collaborate with internal teams to ensure seamless service delivery
What We Offer:
We provide a competitive salary range of $60,000 - $80,000 per annum, depending on your level of experience. As a valued member of our team, you can expect a dynamic work environment, ongoing training and development opportunities, and a comprehensive benefits package.
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