Client Relationship Manager - Financial Services / Banking
Core
Primary point of contact for financial services clients, nurturing long-term partnerships and driving business growth.
Role type
Client Relationship Manager
Builds
Long-term client partnerships and business growth strategies
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
client relationship management, account management, business development, cross-functional collaboration, strategic planning, risk monitoring, upsell/cross-sell identification, proposal preparation
Preferred skills
Financial Services industry experience (banking, insurance, asset management), Agile methodologies, Scrum practices
Responsibilities
Serve as primary liaison for assigned client accounts, identify client needs and resolve concerns, conduct regular business reviews, monitor client health metrics, identify upsell opportunities, prepare business proposals and performance reviews