Financial Account Manager
17 hours ago
One of our client Hiring for a Account Manager with 2-6 years of experience in Handling financial accounts.
The Account Manager will serve as the primary point of contact for client accounts, building and maintaining long-term relationships while understanding their business goals and proposing solutions in the real estate finance sector
Key Responsibilities:
- Serve as the primary point of contact for client accounts.
- Build, maintain, and strengthen long-term relationships with clients.
- Understand clients' business goals, challenges, and needs; propose solutions accordingly.
- Monitor account health: usage, satisfaction, feedback, performance metrics.
- Identify opportunities to upsell or cross-sell additional products/services.
- Negotiate contracts and renew agreements to maximize value for both client and company.
- Coordinate with internal teams (e.g. sales, product, customer success, support) to ensure timely delivery of solutions, resolution of issues, and alignment on expectations.
- Prepare and deliver reports to clients and senior management about account status, performance, forecasts, risks, and opportunities.
- Handle escalations and client concerns to maintain satisfaction and retention.
- Ensure smooth onboarding of new clients / new services for existing clients.
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• Maintain accurate records of client interactions, account plans, proposals, contracts, etc., using CRM tools.
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