We are looking for a Client Relationship Associate to manage client relationships and assist customers with various financial products and services offered by the company.
Key Responsibilities
Manage relationships with existing and recent clients.
Understand client financial requirements and suggest suitable products/services.
Explain company’s financial products and services to clients in a clear manner.
Handle client queries and provide timely support.
Coordinate with internal teams for smooth processing and service delivery.
Regularly follow up with clients and maintain strong relationships.
Identify prospects for cross-selling and upselling of financial products.
Maintain client records and update customer information.
Ensure a positive customer experience and support business growth.
Required Skills
Good communication and client-handling skills.
Basic understanding of financial products/services.
Strong relationship-building and follow-up skills.
Customer-focused and target-oriented approach.
Good coordination and convincing skills.
Basic knowledge of MS Office/Google Workspace.