Financial Account Manager

Updated: April 03, 2024 12:49 AM GMT

Finanshels.com

Kozhikode, Kerala

We are currently seeking a seasoned Account Manager to join Finanshels. The chosen candidate will play a critical role in managing and nurturing relationships with our clients, ensuring their financial needs are met with precision and care. The ideal applicant will excel at identifying opportunities for growth within current accounts and executing strategies to maximize client retention and satisfaction. As the primary liaison between our firm and our valued clients, the Account Manager will be responsible for fostering long-lasting business relationships while providing exemplary service.

Responsibilities:
• Cultivate and strengthen relationships with key client accounts, ensuring effective management of their needs and expectations.
• Conduct in-depth analysis of clients' financial statements and offer customized advice to support their business objectives.
• Identify opportunities for up-selling and cross-selling services based on expertise in accounting practices, benefiting both... More Detail