Job Description

Job summary:

We are looking for passionate & driven Client Relationship Specialist to join our team. Key responsibilities include optimizing the customer journey to drive conversions and revenue growth, identifying and qualifying leads, understanding customer needs, presenting solutions, building relationships, and ensuring timely and accurate information to support the sales process. This is a full-time position with a competitive salary and benefits package.

Responsibilities:

•  Identifying and qualifying leads through existing client list and ensuring they meet specific criteria for sales engagement.
•  Building and maintaining strong relationships with both new and existing customers to understand their needs and preferences.
•  Working with other teams to optimize the sales process, including lead generation, nurturing, conversion, and closing.
•  Tracking key metrics, analyzing sales performance, and identifying areas for improvement.
•  Collaborating with marketing, product, and other teams to align on sales goals and strategies.
•  Following up with customers to ensure their satisfaction and identify opportunities for additional sales.
•  Perform any ad-hoc tasks assigned by superior.

Job Requirements

Qualifications:

•  At least 2 years’ experience in a sales role, preferably in a conversion-focused environment.
•  Familiarity with sales methodologies and best practices.
•  Strong track record of achieving sales goals.
•  Possess strong interest working in financial markets.
•  Fluent in Mandarin & English (written & spoken).
•  Excellent communication, interpersonal and analytical skills.

Skills