- Manage a portfolio of high net worth clients, providing exceptional service to meet their financial needs and exceed expectations.
- Develop and maintain strong relationships with existing clients through regular communication, identifying opportunities for cross-selling and upselling products.
- Identify new business prospects within the client base and develop strategies to acquire recent clients for the organization.
- Collaborate with internal teams to resolve client issues, improve processes, and enhance overall customer satisfaction.
Job Requirements :
- 2-10 years of experience in direct marketing, phone banking, or related field.
- Strong understanding of associate sales consultant principles and practices.
- Proven track record in managing key accounts management responsibilities.
📌 Client Relationship Manager (Delhi)
🏢 Sun Life
📍 Delhi
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