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Account Executive / Account Manager for Financial Services

15 days ago: URBANHIRE

Job Description



We are looking for an experience account executive to join our team. You will be responsible for handling retention client, improving and maintaining relationship with the current client as well as future potential client. Your duties will also include creating retention program for the client as well as conducting a scheduled interview and evaluation with the client in order to make sure client satisfaction.

Our ideal candidate is someone with at least 1 year experience before in this field, having a good people skill, as well as managing and team work skill.

Ultimately candidate should be able to deliver team work result and make sure that clients are highly satisfied with our works.

Responsibilities

  • meeting client to discuss their financial services need
  • presenting services and costing to client
  • briefing the team who will handle the client services
  • Negotiating with clients, solving any problems and making sure deadlines are met
  • Checking and reporting on the services’ progress
  • Keeping in contact with the client at all stages of the services
  • Invoicing the client
  • Making 'pitches' to win new business as well as offering an upsell services to client if needed
We are looking for an experience account executive to join our team. You will be responsible for handling retention client, improving and maintaining relationship with the current client as well as future potential client. Your duties will also include creating retention program for the client as well as conducting a scheduled interview and evaluation with the client in order to make sure client satisfaction.Our ideal candidate is someone with at least 1 year experience before in this field, having a good people skill, as well as managing and team work skill. Ultimately candidate should be able to deliver team work result...