Develop and manage strong relationships with clients and key accounts.
Identify client needs and provide appropriate product/service solutions.
Act as a point of contact for clients and maintain long-term engagement.
Cross-sell and upsell financial or business products and services (if applicable).
Achieve monthly, quarterly, and annual targets for client acquisition and retention.
Handle client queries, complaints, and feedback with prompt resolution.
Maintain accurate client records and update CRM systems regularly.
Coordinate with internal departments for client deliverables and support.
Conduct periodic reviews and meetings with clients.
Provide market feedback and suggestions for improvement