Client Account Manager/ Client Relationship Manager- JD
Roles And Responsibilities
Build Relationships
- Nurture existing and new relationships throughout via in person meetings, calls, whatsapp, linkedin messages, instagram messages, networking events, etc.
- Build LinkedIn Network by adding target audience as connections and reaching out to them.
Sales Meeting
- Fix meetings with clients and new prospects through consistent follow-ups.
- Prepare for meetings via structure research about the client.
- Accompany Managing Partner for sales meeting in order to introduce the company, what sets us apart, our approach, and pitches.
Client Co-ordination
- Send “Minutes of the meeting” to every client after every meeting via email.
- Be the interface between company and the client.
Sales Proposal & Conversion
- Prepare and present a Portfolio Analysis Report to the client.
- Prepare and present recommendations in line with the client’s risk appetite, goals and investment horizon.
- Carry required forms and get signatures from the client.
Paperwork Submission
- Submit all forms and required documentation to the Operations team for processing.
Work experience (Min. & Max.):– 2-5 yrs
Functional Area:- Client Account Management
Industry:- Financial Services
Location of Job:- Baner, Pune
Annual salary (you needn’t reveal specific figures if you don’t want to):- CTC up to 3 – 5 Lakhs, depending on previous salary.
Desired profile of the candidate:-
- Strong communication and interpersonal skills
- Multitasking
- Outgoing personality/Proactive attitude
Basic / UG Qualification:- Graduate/Post Graduate (any)
For More Info Call OR What’s App @ 8308907577 OR Email Your Resume on kmaran@iteducationcentre.com.
Job Type: Full Time
Job Location: pune
