Requirements
- At least 2 years of client relationship management experience, preferably 1 year working in a financial
product trading or financial brokerage environment.
a minimum of diploma or above.strong interpersonal, problem-solving skills, decision making skills, presentation skills.strong team member & an excellent communicator.the drive to work in a fast-paced and dynamic global fintech company.The ability to communicate well via various communication channels. Proficient in two or morelanguages besides English will be preferred. (French / Italian / Spanish / Arabic)
Possess characteristic traits such as (ie : patience, team player, initiative, resourcefulness, perseverance,adaptability, playing above the line, no lay blame, unlearn & relearn).
Responsibilities
As a Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a bestin-class client experience within our Fintech brand.
Key Responsibilities :
Taking the initiative to reach out to our group of leads / clients daily, to enhance our client’s satisfaction level and build lasting clients’ relationship.Develop creative strategies to bring in new clients as well as to retain existing clients.Providing best in class experience to both existing and new clients on their on-boarding journey, advisingproduct related solutions and follow-up with clients diligently.
Reviewing clients’ investment portfolios and risk profiles regularly.Ensure all enquiry through various sources are being attended to promptly.Understand clients’ requirements and expectations & convey accurate information / solutions in anefficient & effective manner.
Updating clients on our product management changes as well as market trends or events.Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure all leads &clients are attended to.
Always ready to provide customers’ feedback, your suggested solutions or recommendations to theClient Relationship Manager and other stakeholders within the company.
Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or TeamLeader.
Benefits
Professional Growth : Opportunity to elevate your career as a Content Strategist in the dynamic field offinance and technology.
Market Insights : Gain valuable insights into the financial industry by analyzing and highlightingupcoming economic events for weekly market updates.
Continuous Learning : Join an organization that values continuous improvement, offering a platform toenhance your skills and adapt to industry trends.
Competitive Pay : Enjoy a competitive salary package within the specified pay range, commensuratewith your skills and experience.
Diverse Team : Be part of a diverse team with opportunities to collaborate with professionals fromvarious backgrounds.
Skills
Sales experience CRM (Customer Relationship Management) Communication Problem-solving Conflict resolution Customer service Problem-Solving Skills
Important Information
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