Job Description

Client Engagement and Relationship Management

• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.

• Initiate and lead interactions with potential clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.

Sales & Business Development

• Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients.

• Collaborate with cross-functional teams in achieving KPI and revenue targets through client referrals and upselling of services.

Product and Service Customization

• Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services.

• Work closely with the product development team to design and implement tailored ...

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