Description:
The ideal candidate is a passionate, self-motivated, and detail-oriented team player who is committed to the success of our customers. You will focus on growing and developing existing clients, as well as generating new business by identifying, implementing and executing new strategies .
Key Account Manager Responsibilities:
- Developing and sustaining solid relationships with key clients that bring in the most income for the company.
- Addressing and resolving key clients’ complaints.
- Acting as the main point of contact between key clients and internal teams.
- Supervising the account teams assigned to each key client.
- Communicating and collaborating with the advertising, design, marketing, sales, and logistics departments to ensure that key clients’ needs are met.
- Compiling reports on account progress, goals, and forecasts for account teams and stakeholders.
- Developing a thorough understanding of key clients' needs and requirements and preparing customized solutions.
- Negotiating contracts with key clients and meeting established deadlines for the fulfillment of each client's long-term goals.
- prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, prepare reports and other deliverables • Maintain thorough notes from client meetings; manage projects related to financial planning, investment policy statements, and other deliverables • Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns • Administrative duties such as handling telephones, mailing, filing and processing forms • Comply with all industry rules, regulations and firm policies
Key Account Manager Requirements:
- Bachelor's degree in business administration, finance, sales, or related field.
- Proven experience in Client servicing in finance/banking.
- Proficient in all Microsoft Office applications as well as CRM software.
- The ability to build rapport with key clients.
- The ability to handle multiple client accounts.
- ftwaree Strong negotiation and leadership skills.
- Exceptional customer service skills.
- Excellent communication skills.