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Financial Services Liaison Officer
1 week ago
Job Title: Financial Services Liaison Officer
Vacancy: 1 Vacancy
Role Overview- Establish and maintain high-quality relationships with clients to drive revenue growth.
- Conduct thorough needs assessments to devise personalized strategies aligned with client goals.
- Oversee the sales process from lead qualification to close, ensuring seamless client experiences.
- Act as a central point of contact between clients and internal teams, facilitating smooth interactions and efficient communication.
- Regularly monitor client performance and offer data-driven recommendations to enhance results.
- Prepare and present detailed performance reports, analyzing key metrics to inform business strategies.
- A bachelor's degree in Business, Marketing, or a related field is desirable.
- Significant experience in account management, sales, or customer success roles is necessary.
- Exceptional verbal and written communication skills are crucial.
- Strong negotiation, problem-solving, and organizational abilities are required.
- Ability to excel in a fast-paced environment, both independently and as part of a team.
- Proficiency in CRM software and Microsoft Office Suite is expected.