Senior Client Liaison

1 day ago

Nashik, Maharashtra, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Overview:
The Relationship Manager role involves developing and maintaining long-term connections with clients, ensuring they are satisfied with our products and services. This position requires a proactive approach, where the Relationship Manager works to understand client needs, provides tailored solutions, and maintains high levels of engagement.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, serving as the primary point of contact.
  • Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.
  • Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with our offerings.
  • Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.

Business Development & Sales:
  • Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.
  • Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.
  • Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.
  • Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.

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.
  • Ensure that the clients needs are continuously monitored and supported through proactive engagement.

Cross-Functional Collaboration:
  • Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.
  • Work closely with other departments to ensure timely and accurate delivery of products and services to clients.
  • Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.

Market Research & Industry Insights:
  • Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.
  • Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.

Reporting & Documentation:
  • Maintain accurate records of client interactions, sales activities, and account status within the CRM system.
  • Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.
  • Prepare client presentations, proposals, and reports as needed.

Client Retention and Satisfaction:
  • Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.
  • Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.
  • Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.

Compliance & Risk Management:
  • Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.
  • Ensure that all client interactions and transactions are conducted in line with company and industry best practices.

Qualifications and Skills:
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Additional qualifications or certifications in financial services, insurance, or sales would be beneficial.
  • 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.

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