Client Relationship Management:

• Build and maintain strong, long-lasting relationships with existing clients.
• Serve as the primary point of contact for clients, addressing their inquiries and concerns in a timely manner.
• Regularly check in with clients to understand their evolving needs and provide tailored solutions.

Sales Support & Cross-selling:

• Identify opportunities for cross-selling and upselling products/services based on customer needs.
• Support senior relationship managers in driving new business and achieving sales targets.
• Help clients navigate the company’s offerings, presenting relevant products and services that add value.

Customer Satisfaction & Retention:

• Proactively manage customer expectations and resolve issues or complaints, ensuring customer satisfaction.
• Ensure the timely and successful delivery of solutions according to customer needs and objectives.
• Assist in developing strategies to increase customer retention rates.

Reporting & Documentation:

• Maintain accurate and up-to-date records of customer interactions in the CRM system.
• Provide regular reports on customer feedback, satisfaction levels, and any escalated issues.
• Assist in analyzing client data to identify trends and recommend improvements.

Collaboration:

• Collaborate with internal teams (e.g., sales, marketing, operations) to ensure seamless service delivery.
• Work with the team to ensure client needs are met efficiently and effectively.