2682 Client Relationship Manager jobs in Singapore

Customer Service Representative

Job Summary:

The Customer Service Representative is responsible for providing exceptional customer service to walk-in customers, business partners, and ensuring a pleasant experience during their appointment.

• Provide customer service at exemplary levels while upholding the professional image of the company.
• Be proactive and initiative to ensure a smooth experience for customers.
• Provide clear and coherent explanations of contract terms, products, and details to customers.
• Assist customers with their loan applications.
• Answer customers' queries and explain loan procedures over the phone.
• Assist with clients account management, along with accurate and careful data entry of customer details.
• Perform administrative duties such as photocopying and filing when necessary.

• Entry level with the right skill set.
• No prior experience required.
• Friendly and positive attitude.
• Excellent communication skills.
• Able to speak proficiently in both English and Mandarin (to liaise with Mandarin speaking customers).

• Attractive salary and team incentives.
• Quarterly team building activities.
• Incentives will be given for meeting KPIs.
• Highly accessible place of work near MRT, with close proximity to the city center.
• Comprehensive on-the-job training will be provided.

• Client Engagement: Act as the main point of contact for clients, responding to inquiries, addressing concerns, and providing solutions.
• Account Management: Manage client accounts, understand their needs, and ensure that products or services meet their expectations.
• Retention & Loyalty: Develop strategies to retain high-value clients and increase customer satisfaction.
• Cross-functional Collaboration: Work closely with sales, marketing, product, and support teams to deliver seamless client experiences.
• Reporting & Feedback: Track client metrics, gather feedback, and provide insights to improve services or offerings.

• Strong interpersonal and communication skills
• Problem-solving and conflict-resolution abilities
• Organizational and time-management skills
• Sales or business development experience (often preferred)

• Provide consultative financial advisory services to meet both customers' and business owners' financial goals, transforming business opportunities into personal opportunities and vice versa
• Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
• Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
• Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
• Maintaining long-lasting relationships with both existing and potential customers & business owners

• Degree or Diploma in any discipline
• 2 years' sales experience will be an added advantage
• Passionate about helping customers achieve greater financial competency
• Able to manage relationships with HNW or Business owners
• Results driven and motivated by performance-based rewards
• Good communication, presentation and interpersonal skills
• Strong team work with a positive customer and corporate focused attitude
• Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI

Job Title: Client Relationship Manager

As a seasoned client relationship manager, you will be responsible for handling various aspects of accounts payable and staff claims. Your key responsibilities include reviewing and verifying staff claims to ensure compliance with company guidelines and procedures.

Key Responsibilities:

• Handles accounts payable function, ensuring timely payment to vendors and suppliers.
• Reviews, checks and verifies staff claims to ensure compliance with employee handbook guidelines and claims procedures.
• Performs data entry of vendor invoices into the accounting system.
• Assists on ad-hoc duties assigned by superior as needed.

Requirements:

• Diploma or Degree in Finance/Accountancy or equivalent with at least 1 year of experience in a related field.
• Ability to multi-task and work in a fast-paced environment to meet tight deadlines.
• Resourceful, adaptable, well-organized and meticulous with an eye for detail.

A Client Relationship Manager (CRM) is a professional responsible for building, maintaining, and strengthening relationships with a company's clients or customers. This role is central to ensuring client satisfaction, loyalty, and long-term engagement, ultimately contributing to business growth and retention.

• Client Engagement: Act as the main point of contact for clients, responding to inquiries, addressing concerns, and providing solutions.
• Account Management: Manage client accounts, understand their needs, and ensure that products or services meet their expectations.
• Retention & Loyalty: Develop strategies to retain high-value clients and increase customer satisfaction.
• Cross-functional Collaboration: Work closely with sales, marketing, product, and support teams to deliver seamless client experiences.
• Reporting & Feedback: Track client metrics, gather feedback, and provide insights to improve services or offerings.

• Strong interpersonal and communication skills
• Problem-solving and conflict-resolution abilities
• Organizational and time-management skills
• Sales or business development experience (often preferred)

Nothing beats the satisfaction of making a meaningful difference to someone else's life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team's success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.

Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

• Provide consultative financial advisory services to meet both customers' and business owners' financial goals, transforming business opportunities into personal opportunities and vice versa
• Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
• Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
• Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
• Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualifications - External

• Degree or Diploma in any discipline
• 2 years' sales experience will be an added advantage
• Passionate about helping customers achieve greater financial competency
• Able to manage relationships with HNW or Business owners
• Results driven and motivated by performance-based rewards
• Good communication, presentation and interpersonal skills
• Strong team work with a positive customer and corporate focused attitude
• Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI

Job Overview:

As a Client Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients. This role requires a candidate who is willing to learn and work independently.

Key Responsibilities:

• Assisting in the day-to-day operations of the client service team
• Providing exceptional customer service and resolving any issues that may arise
• Processing financial transactions and maintaining accurate records
• Working closely with other team members to achieve departmental goals

Requirements:

Strong interpersonal skills are essential for this role, as well as a friendly personality and a keen eye for detail. Experience in accounting or a related field is highly desirable but not necessary as training will be provided.

Benefits:

This role offers a competitive salary and benefits package, as well as opportunities for professional growth and development.

Additional Information:

Our company values teamwork and collaboration, and we encourage open communication and feedback among all employees. We also provide ongoing training and support to help our employees succeed in their roles.

• Conduct cold calls from provided leads and proactively hunt for new prospects
• Secure appointments and present tailored solutions
• Build long-term client relationships through trust and consistent engagement
• Provide professional financial advisory to meet client needs
• Follow up regularly with existing and potential customers to assess their financial goals
• Min. Local Diploma/Degree

Why Join Us?

• Competitive base + attractive commissions
• Supportive training & development program
• Unlimited earning potential for top performers

If you're a hunter with a knack for building strong client relationships, we want to hear from you

Tay Su Lynn, May|R1875900

Just Recruit Singapore Pte Ltd|EA12C6295