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Financial Relationship Manager
1 week ago
Company Overview:
Hytech is a leading fintech company that specializes in cutting-edge financial technology solutions. Our innovative platforms and applications empower our clients to manage their finances efficiently, securely, and with unparalleled convenience.
We are dedicated to driving digital transformation and shaping the future of financial technology by fostering a culture of inclusivity that values collaboration and knowledge-sharing among our team members, clients, and partners.
- Key Responsibilities:
- Develop a retention plan and structure for ongoing client management
- Ensure allocated clients are introduced/contacted regularly and well managed
- Solve disputes and queries from clients in a timely manner
- Engage clients to understand their unique needs, challenges, and aspirations
- Audit and grow the client base through referrals and networking
- Follow up on leads via client referrals and networking
- Provide market commentaries and training sessions exclusively for clients
- Plan and execute marketing events and campaigns as directed by manager
- Contribute insights to enhance product offerings and customer engagement strategies