The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing Management. These individuals build a trusting relationship with private wealth clients, fostering confidence
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing Management. These individuals build a trusting relationship with private wealth clients, fostering confidence
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
the Company's reputation by ensuring that all Customer requests are executed in a timely and professional maintaining open customer PO's. Managing rental engine transactions. Preparing Customer Sales Force entry documents. Validating Customer details on SA Menu and Sales Force. Loading new Customer Details. Preparing administration. Provide assistance and support to the Customer Service Department. Perform all other duties as working experience in an Accounting, Internal Sales, Customer Service related environment Sound Knowledge of
CRM platform utilisation (email and in APP comm) Customer data management Loyalty program Duties Support driving loyalty program Create and deploy customer journeys Customer Journey performance monitoring and reporting membership base Drive APP download acquisition Customer retention Data cleanup (unsubscribe management)
productivity
Customer Relationship Management: Cultivate meaningful relationships with our valued
valued B2B customers, providing exceptional service and exceeding their expectations
Reporting: Keep management
Our client is looking for Inbound and Outbound Relationship Bankers who have experience in the SME mark record of success in building and maintaining relationships with clients
Qualifications and
and balance sheet requirements
experienced Business Relationship Manager to join our dynamic team. The Business Relationship Manager will serve business objectives and delivering exceptional customer services. · Experience in directly delivering delivering large IT transformation programs to customers · Involvement in co-creating technical solutions, project Banking, Financial Services and Insurance domain customers · Experience working as a senior client/account and ability to demonstrate excellent client relationships · With an empathetic approach, ability to respond