Client Solution Manager | Team Advisor Private Limited | Chennai
Client Solution Manager | Team Advisor Private Limited | Chennai
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Job Description
Team Advisor Private Limited is seeking a dynamic and client-focused Client Solution Manager to lead engagement efforts with MSME clients and deliver tailored financial solutions. The ideal candidate will possess a strong understanding of financial products excellent communication skills and the ability to build long-term client relationships. This role requires both proactive outreach and strategic coordination between clients and internal stakeholders.
Key Responsibilities:-
Identify and engage with MSME clients requiring financial solutions.
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Lead client meetings to understand their operations and funding needs.
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Coordinate with internal directors to ensure smooth and timely deal execution.
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Collect and validate all necessary financial documents for loan processing.
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Build and maintain a strong referral network of bankers CAs and industry professionals.
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Understand client operations to create and propose customized funding solutions.
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Represent the organization professionally in client-facing and internal communication.
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Strong in sourcing and outreach through both structured and ad-hoc methods.
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Comfortable with cold calling direct engagement and initiating conversations.
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Ability to build and nurture meaningful client relationships over time.
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Good understanding of core financial concepts and lending products.
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Effective communication skills written verbal and presentation.
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Proficiency in MS Office Suite and experience in handling business communication across teams and stakeholders.
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Graduate or MBA in Finance preferred (other educational backgrounds open for consideration).
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Experience in financial sales client relationship management or similar roles.
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Passionate about helping businesses grow through financial solutions.
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Self-driven well-organized and committed to delivering results.
Employment Type
Full Time
