Client Management:
Cultivate and nurture relationships with existing clients, acting as their main point of contact.
Needs Assessment:
Understand client requirements, financial goals, and challenges to offer personalized products and services.
Problem Solving:
Address client inquiries, concerns, and issues promptly and effectively, ensuring a positive experience.
Business Development:
Identify opportunities for cross-selling and upselling services to existing clients, contributing to revenue growth.
Sales and Targets:
Achieve set sales targets and promote the company's offerings to both new and existing clients.
Reporting:
Prepare regular reports on client interactions, outcomes, market trends, and competitive feedback.
Internal Collaboration:
Work with other departments and internal teams to ensure client needs are met and to streamline workflows.
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