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Financial Relationship Specialist
2 weeks ago
We are seeking an experienced Financial Relationship Specialist to join our team. As a Financial Relationship Specialist, you will play a critical role in driving revenue growth and building long-term relationships with our clients.
You will be responsible for developing and executing customized sales strategies to meet client needs and achieve revenue targets. You will also provide exceptional customer service and support to ensure client satisfaction and loyalty.
Main Responsibilities:- Develop and execute customized sales strategies to meet client needs and achieve revenue targets.
- Build and maintain relationships with key decision-makers at top-tier clients.
- Collaborate with cross-functional teams to identify and pursue high-value business opportunities.
- Provide exceptional customer service and support to ensure client satisfaction and loyalty.
- Conduct thorough needs analysis to understand client requirements and preferences.
- 3+ years of experience in sales and business development.
- Proven track record of success in financial services.
- Strong knowledge of the banking industry and its trends.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.