Client Advisor Job in Delhi at Webpulse Solution Private Limited

A Client Advisor acts as the primary point of contact and trusted partner for clients, providing personalized guidance and solutions. This role is focused on building strong client relationships, delivering exceptional service, and driving business growth through a deep understanding of client needs and proactive engagement.

Key responsibilities:

1. Build and maintain long-lasting client relationships through regular, proactive communication and outstanding personalized service.
2. Assess, identify, and understand each client’s needs, providing tailored advice, solutions, and product recommendations.
3. Serve as the main point of contact for client queries, offering professional assistance and timely resolution of issues.
4. Promote and cross-sell company products and services aligned with client requirements and organizational goals.
5. Maintain up-to-date knowledge on products, services, and relevant market trends to offer informed recommendations.
6. Collect, document, and update meaningful client information using company CRM systems and track client interactions.
7. Collaborate with internal teams (sales, support, product) to deliver seamless service and address client needs effectively.
8. Analyze client data and feedback to identify opportunities for service improvement and business growth.
9. Stay informed on compliance and risk management requirements, ensuring clients receive appropriate and compliant advice.
10. Meet and exceed sales targets and client satisfaction metrics established by the organization.

Performance metrics:
1. Client retention and satisfaction rates.
2. Achievement of individual and team sales goals.
3. Quality and accuracy of client documentation and data management.
4. Speed and effectiveness in resolving client concerns.
5. Contribution to business development and revenue growth.