Client Relations Specialist

1 day ago

Kuala Lumpur, Kuala Lumpur, Malaysia Fickle | PU Prime Full time 80,000 - 120,000 per year

The Role:

As a Senior Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. Your key responsibilities will include the following but not limited to:

  • Taking the initiative to reach out to our group of leads/clients daily, to enhance our client's satisfaction level and build lasting clients' relationship.
  • Develop creative strategies to bring in new clients as well as to retain existing clients.
  • Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently.
  • Reviewing clients' investment portfolios and risk profiles regularly.
  • Ensure all enquiry through various sources are being attended to promptly.
  • Understand clients' requirements and expectations & convey accurate information/solutions in an efficient & effective manner.
  • Updating clients on our product management changes as well as market trends or events.
  • Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure 
    all
     leads & clients are attended to.
  • Always ready to provide customers' feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company.
  • Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.

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