JPMorgan Client Relationship Manager 

India, Maharashtra, Mumbai 

573082701

As a Client Relationship Manager within the Commercial Real Estate team, you will serve as the primary liaison for a portfolio of key clients, ensuring a high-touch experience. Your role will encompass managing the global client experience and addressing service and account needs for clients utilizing complex depository and treasury products. Working independently, you will strive to understand client needs, escalate issues promptly, and foster strong relationships with both clients and internal partners. Your effective coordination with the Service, KYC, and Implementations teams will be crucial in delivering a seamless, top-tier client experience.

Job Responsibilities:

1. Provide a high-touch, high-value experience by responding to all client inquiries within two hours and updating clients daily on open items until resolution.
2. Meet with each assigned client quarterly to build relationships, including contacts in accounts payable and receivables as necessary.
3. Maintain client profiles, identifying account structures and products utilized.
4. Conduct quarterly relationship reviews with clients in the portfolio.
5. Notify clients proactively of operational issues impacting treasury operations, including migration projects or system outages.
6. Participate actively in deal team meetings for new products and services, coordinating with the assigned TMO or Sales Associate.
7. Manage client expectations and communicate clearly with all levels within the client organization.
8. Review account analysis statements monthly to identify pricing inconsistencies, billing errors, and opportunities for electronic conversion, partnering with TMO and Sales Associate.
9. Lead and resolve all client inquiries/problems through interaction with clients, bankers, and partners, ensuring timely and professional responses.
10. Understand product enhancements/changes from quarterly releases, educate clients as needed, and coordinate with TMO and Treasury Associate.

Required Qualifications, Skills and Capabilities:

• Hold a Bachelor's degree or above
• Possess at least 7 years of experience
• Exhibit strong interpersonal skills.
• Demonstrate strong project management skills with the ability to manage competing priorities effectively.
• Possess strong verbal and written communication skills.
• Maintain a consistent professional presence with adaptability to evolving needs and situations.
• Have a documented history of independent decision-making and problem-solving skills.
• Understand financial exposure and operational risk related to bank products and services.
• Comprehend complex customer structures.
• Display strong presentation skills.
• Be proficient in all Microsoft Office applications.