Client Relations Manager

DAKSADA MANAGEMENT CONSULTANCY; Dubai; On-site; AED 70,000 - 120,000; Full time

Job summary

A leading investment and wealth services company is seeking experienced sales professionals to engage with high-net-worth individuals. The ideal candidate will possess strong interpersonal skills, a background in sales of financial products, and the ability to thrive in a dynamic environment while achieving sales targets.

Qualifications

• 3-5 years of experience in sales and customer service with at least 1 year in financial products.
• Fluency in English and Hindi required, additional Indian language a plus.
• Ability to work independently and in a team.

Responsibilities

• Responsible for the sales of Financial Products to individuals.
• Develop and maintain strong relationships with clients.
• Promote products and keep informed about marketing promotions.

Skills

Customer service

Interpersonal skills

Analytical skills

Communication skills

Sales strategies

Education

Bachelors/Masters Degree in any field

Job description

We are recruiting for a large Investment & Wealth Services company. Our requirement is for ambitious and experienced sales people with the ability to deal with High Net Worth Individuals and increase the total Assets Under Management for the business.

• Responsible for the sales of Financial Products to individuals
• Dealing with clients via email and telephone communication
• Promoting available products and services to clients in the India market
• Developing and maintaining excellent relationships with prospective and existing clients
• Contributing to the team effort by achieving targets
• Suggest comprehensive Sales strategies in collaboration with the Business Development Officer – Sales to enhance profits
• Serves as the primary point to clients, fostering strong relationships through efficient communication, personalised support, and proactive engagement
• Stays informed about industry trends, competitive landscape and best practices and reports the same to the BDO-Sales to keep track on the market dynamics
• Stays updated on marketing promotions and their terms and conditions offered by the Company, effectively communicating them to Clients
• Efficiently addressing client concerns and resolving issues in a timely and efficient manner, escalating complex or sensitive matters to appropriate channels as needed to ensure swift resolution
• Familiarises oneself with the product portfolio and platform to navigate effectively and close the sale
• Acts in the best interest of the Company at all times and collaborates with the rest of the Sales team to promote the Company’s services effectively
• Cultivates and maintains excellent working relationships with other departments, including Affiliation, Dealing, Back Office and Compliance

Desired Candidate Profile

• Bachelors/Masters Degree in any field
• Total of 3 to 5 years of experience in sales and customer service, preferably at least 1 year of experience in selling financial products
• Fluent in both English and Hindi, any other Indian language an advantage
• Reliable, with integrity of character
• Excellent customer service and personal selling skills
• Excellent organisational and analytical skills
• Confident, persuasive and ambitious
• Self – motivated with strong interpersonal and communication skills
• Ability to work independently as well as part of a team
• Ability to work in a dynamic environment and under pressure