Client Advisor

Job Description: Client Advisor

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

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

Required Skills and Qualifications

• Bachelor’s degree in Business, Marketing, Finance, or a related field.
• Proven experience as a Client Advisor, Account Manager, Relationship Manager, or in a similar client-facing role.
• Strong understanding of customer service and sales principles.
• Excellent interpersonal, communication, and negotiation skills.
• Proficiency in CRM software and other business productivity tools.
• Analytical mindset with strong problem-solving skills and attention to detail.
• Ability to multitask and handle multiple client relationships efficiently.
• High level of professionalism, integrity, and organizational skills.

Preferred Attributes

• Experience in relevant industry sectors (finance, consulting, luxury retail, etc.).
• Fluency in English languages is a plus.

Performance Metrics

• Client retention and satisfaction rates.
• Achievement of individual and team sales goals.
• Quality and accuracy of client documentation and data management.
• Speed and effectiveness in resolving client concerns.
• Contribution to business development and revenue growth.

Job Types: Full-time, Permanent

Pay: ₹16,000.00 - ₹20,000.00 per month

Benefits:

• Cell phone reimbursement
• Paid sick time
• Provident Fund

Ability to commute/relocate:

• Delhi, Delhi: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you comfortable commuting to Kirti Nagar?
• How much experience do you possess in client servicing?
• Are you comfortable making about 80 to100 calls in a day?
• Are you comfortable working in a target driven envirionment?
• Are you comfortable to join after 15th August, 2025?
• What is your current salary?
• What is your expected salary?
• What is your notice period?

Education:

• Bachelor's (Required)

Language:

• English (Required)

Location:

• Delhi, Delhi (Required)

Work Location: In person