Account / Relationship Management - Voice / Blended

Role Summary:
We are seeking a motivated and customer-centric individual to join our team as an Account / Relationship Manager. This role involves managing client relationships, addressing inquiries, and providing solutions through voice and blended communication channels. You will be responsible for ensuring customer satisfaction, retention, and identifying opportunities for upselling/cross-selling our financial products.

Key Responsibilities:

• Build and maintain strong, long-lasting customer relationships.
• Act as the primary point of contact for assigned clients, addressing their queries and concerns promptly.
• Handle inbound and outbound calls, emails, and other communication channels to engage with customers.
• Understand customer needs and provide appropriate financial product solutions.
• Identify opportunities for upselling and cross-selling financial products and services.
• Resolve customer issues effectively and efficiently, ensuring a positive customer experience.
• Achieve and exceed performance targets related to customer satisfaction, retention, and revenue generation.
• Collaborate with internal teams to ensure seamless service delivery.