Client Relationship Executive Jobs in Chandigarh - Pindersson Investment Management
Job Description
Skills and Responsibilities
- A Executive possesses strong planning and analytical skills. He develops a deep understanding of the technical and business challenges that clients face, then identifies opportunities to increase sales of related products and services. The Executive also monitors and analyzes competitor activities to assess threats to important clients. He uses his account knowledge for setting revenue targets and identifying resources needed to meet them. In addition, a manger identifies and organizes training, planned maintenance and other services, helping clients use the company’s products more productively. He helps set up online ordering, payment systems and other processes that simplify the commercial arrangements with clients.
Business Relationships
- A client relationship Executive needs strong internal communication and coordination skills. He presents account plans to senior management for approval and commitment. He works closely with customer-facing staff when explaining clients’ needs and motivating them to provide the highest service standards. When a Executive identifies opportunities for selling new products to companies, he briefs the product development team on the essential features to meet client needs. An Executive also builds relationships with senior executives, purchasing managers, technical managers, finance directors and other members of the client team who make or influence purchasing decisions. The manager builds relationships with clients, based on trust and value, for overcoming issues of price and creating strong barriers to competition.
Duties of the Client Relationship Executive:
- Building and maintaining relationships with clients and key personnel within customer companies.
- Conducting business reviews to ensure clients are satisfied with their products and services.
- Alerting the sales team to opportunities for further sales within key clients.
- Letting customers know about other products the company offers.
- Attending meetings with clients to build relationships with existing accounts.
- Achieving client relationship targets and KPIs as set by the Head of Sales.
- Working closely with Account Managers and Sales Consultants.
- Escalating and resolving areas of concern as raised by clients.
- Carrying out client satisfaction surveys and reviews.
- Monitoring company performance against service level agreements and flagging potential issues.
- Updating the CRM and ensuring account managers are aware of changes within clients.
- Passing leads to the sales team and following up on progress.
- Liaising with internal departments to ensure client needs are fulfilled effectively.
Job Particulars
About Company
We are a passionate team of individuals who want to Make Sure Your Money Works For You! We want to change the way personal finance is perceived and provided in India. A team of ex-bankers started Pindersson because we felt that the traditional thought process of letting money sit idle is actually a lost opportunity. We would like to educate people on the art of investing safely and prudently so that they too could benefit from having another source of income – their own money working for them!! We are here to answer a lot of Personal Finance questions and provide our customers with A Trusted Advisor.