Key Responsibilities & Deliverables:
: Experience within Financial Services banking sector is essential.

: Stakeholder management is required.

: Account management experience required.

: Must possess a strong understanding of the financial industry, including the latest trends and technologies.

: Managing a portfolio of client accounts and monitoring the ongoing activities related to them.

: Meeting with clients to discuss their evolving needs and to assess the quality of the company's relationship with them.

: Developing and implementing strategies for maintaining and growing existing client relationships.

: Using an understanding of the client's needs and objectives to propose suitable financial products and services.

: Collaborating with the sales team to ensure that the financial products and services meet the client's expectations.

: Ensuring the delivery of monthly, quarterly or annual sales goals and revenue target.

: Handling and resolving client complaints and ensuring client satisfaction.

: Coordinate with internal teams to ensure timely and successful delivery of our solutions that meet clients' needs

: Preparing reports of account activity, expenditures, profit and loss, and other performance metrics.

: Conduct regular client reviews and identify opportunities for upselling and cross-selling.

: Ability to manage multiple accounts effectively and efficiently.

: Knowledge of CRM software and MS Office (particularly MS Excel).