Client Relationship Manager - Specialist Program

Join CIMB Niaga as a Client Relationship Manager in our prestigious Specialist Program and become a key player in driving financial growth and customer satisfaction in Bali’s thriving market. This role offers a unique opportunity to build long-term relationships with our valued clients, leveraging your expertise in financial services to deliver exceptional service and innovative solutions.

As a Client Relationship Manager in CIMB Niaga, you will be responsible for managing and growing client relationships, ensuring their financial needs are met with tailored solutions. You will work closely with our team of financial experts to provide comprehensive advice and support, utilizing tools like Salesforce and Microsoft Dynamics 365 to streamline your workflow.

Based in Bali, you will have the chance to make a significant impact in a vibrant and dynamic market. This is an ideal role for a proactive and detail-oriented professional looking to advance their career in financial services.

📋 Tanggung Jawab Pekerjaan

Key Responsibilities:

• Manage and grow client relationships by providing exceptional financial advice and support.
• Utilize Salesforce and Microsoft Dynamics 365 to track client interactions and manage client data.
• Develop and implement tailored financial solutions to meet client needs.
• Conduct regular client reviews to ensure satisfaction and identify opportunities for growth.
• Collaborate with the financial services team to deliver innovative solutions.
• Stay updated with industry trends and regulations to provide informed advice.
• Monitor client satisfaction and provide feedback to improve service quality.
• Attend client meetings and events to build and maintain strong relationships.

🎓 Kualifikasi & Syarat

Kualifikasi & Syarat:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in client relationship management or financial advisory.
• Proven track record in managing and growing client relationships.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills.
• Proficiency in English and Bahasa Indonesia.
• Familiarity with Salesforce and Microsoft Dynamics 365 is a plus.
• Certification in financial services or related fields is a plus.

🛠️ Keahlian

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