Customer Relationship Management: Building and maintaining positive relationships with clients, customers, or stakeholders
This involves communication, addressing inquiries or concerns, and ensuring customer satisfaction
Client Support: Providing assistance to clients, including addressing their needs, offering solutions, and being a point of contact for any issues that may arise
Sales Support: Assisting senior relationship managers or sales teams with client acquisition and retention, which may involve preparing proposals, conducting market research, and identifying cross-selling opportunities
Data Management: Maintaining and updating customer databases, ensuring accurate and up-to-date information for effective relationship management
Meetings and Communication: Scheduling and participating in meetings with clients, both in person and virtually
Preparing meeting materials, taking notes, and following up on action items
Problem Solving: Resolving issues or complaints from clients in a timely and effective manner
Escalating more complex problems to senior colleagues as needed
Documentation: Maintaining records of client interactions, agreements, and communications for future reference and compliance purposes
Market Research: Conducting research to understand market trends, customer preferences, and competition, providing insights for the development of relationship strategies
Product Knowledge: Developing a deep understanding of the company's products or services to effectively communicate their value to clients and identify opportunities for upselling or cross-selling
Reporting: Preparing reports and updates on client accounts, status, and performance metrics for senior management
