Client Relationship Manager

To manage and nurture relationships with existing clients by providing accurate product information and resolving any product-related issues efficiently. Responsible for sourcing new High Net Worth Individual (HNI) clients and facilitating meetings with the sales team. Maintain accurate Management Information System (MIS) records for client interactions and sales activities.

Key Responsibilities:

• Serve as the primary point of contact for existing clients, addressing their queries and providing detailed product information.

• Promptly resolve any issues or concerns clients face with their existing products, ensuring high customer satisfaction.

• Proactively source new HNI clients through networking, research, and referrals.

• Arrange and coordinate meetings between prospective HNI clients and the sales team.

• Maintain a comprehensive MIS for client data, sales leads, and follow-ups to ensure accurate reporting and tracking.

• Collaborate with sales and other internal teams to deliver seamless client service and support.

• Monitor client feedback and provide insights to improve product offerings and service quality.

equired Skills and Qualifications:

• Proven experience in client servicing, relationship management, or sales sourcing roles.

• Strong communication and interpersonal skills to effectively engage with clients and internal teams.

• Ability to troubleshoot and resolve client issues with a customer-centric approach.

• Knowledge of HNI client management and the ability to identify potential new clients.

• Proficiency in maintaining MIS and using CRM or related software tools.

• Good organizational skills to manage multiple client accounts and schedules.

• Ability to work independently and as part of a team to achieve business objectives.