Job Description

Roles & Responsibilities

• Develop and maintain strong relationships with key clients, ensuring their needs are met and expectations exceeded.
• Conduct regular meetings with clients to assess satisfaction, gather feedback, and identify opportunities for service improvement.
• Collaborate with internal teams to create tailored solutions that address specific client challenges and goals.
• Monitor industry trends and competitor activities to provide clients with insights that drive strategic decision-making.

Desired Candidate Profile

• Bachelor’s degree in Business Administration, Finance, or a related field; an MBA is a plus.
• Minimum of 5 years of experience in client-facing roles within the financial services or technology industry.
• Certification in Relationship Management or relevant financial certifications (e.g., CFA, CFP) is highly desirable.
• Proven track record of managing high-value client accounts and achieving sales targets consistently.
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