Join our team as Account / Relationship Management - Voice / Blended (1-3 Yrs)

We are seeking a motivated and detail-oriented individual to join our Investment Banking team as an Account / Relationship Manager. This role involves managing client relationships and providing support through voice and blended communication channels. You will be instrumental in ensuring client satisfaction and fostering strong, long-lasting partnerships.

Key Responsibilities:

• Serve as a primary point of contact for a portfolio of clients, understanding their needs and providing timely resolutions.
• Build and maintain strong relationships with clients through effective communication (phone, email, and in-person as needed).
• Proactively identify client needs and opportunities for upselling or cross-selling relevant investment banking services.
• Coordinate with internal teams (analysts, associates, VPs) to ensure seamless service delivery and client satisfaction.
• Handle client inquiries, concerns, and feedback professionally and efficiently.
• Prepare and present regular client updates and reports.
• Assist in the onboarding of new clients and ensure a smooth transition.
• Stay updated on market trends, industry developments, and company offerings to provide informed advice to clients.