Service Relationship Manager

As a Service Relationship Manager at Finwallet, your role is to fulfill clients" portfolio needs and develop strong relationships with them virtually. You will be expected to proactively understand clients" requirements and provide solutions that enhance their satisfaction and loyalty. Key Responsibilities: - Build and maintain strong relationships with clients virtually - Understand clients" portfolio needs and provide appropriate solutions - Communicate with clients virtually to ensure their needs are met - Update the monthly budget of the client - Conduct Quarterly Review meetings with the Client - Review Financial Planning Annually with the Client - Coordinate with Auditor For Income Tax Filing - Complete the Gap identified in Financial planning - Immediately respond to Customer Services - Generate Referrals from Existing Clients - Add New Clients Into Onboard - Responsible for clients" subscription renewals If there are any additional details about the company in the job description, they are omitted in this summary.,