Posted:17 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

A Relationship Associate is a professional who builds and maintains strong relationships with clients, ensuring their satisfaction and facilitating communication between the client and the company. They handle client inquiries, resolve issues, and provide support to sales teams by identifying new business opportunities and maintaining client accounts. 

 

  • Responding to client inquiries and resolving issues promptly and professionally. 
    • Facilitating communication between clients and internal teams to ensure alignment on client needs. 

Keeping clients informed about relevant information, products, and services

Identifying opportunities to cross-sell or upsell products and services to existing clients

  • Supporting sales teams in acquiring new clients and expanding business.   
  • Assisting with client onboarding and account management processes. 
  • Managing client accounts, including opening new accounts, updating information, and processing transactions.   
  • Ensuring accurate record-keeping and handling administrative tasks related to client accounts. 
  • Maintaining accurate and up-to-date client information in relevant systems.   
  • Preparing reports and presentations for clients and internal stakeholders. 

 

Communication skills

Interpersonal skills

Analytical skills

Organizational skills

Problem solving

Customer Relationship Management

Customer service

Ensuring customer satisfaction

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ASSETCARE SERVICES PRIVATE LIMITED logo
ASSETCARE SERVICES PRIVATE LIMITED

Financial Services

Mumbai

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