You will get a coaching session to excel in your client-facing role


Project details
I work as a Relationship Manager at a global/multinational, publicly listed financial services firm, managing a large portfolio (a multi-million dollar worth book of business) of Investment Management & Private Equity firms. Previously, I was a top performing CSM, promoted into Relationship management, based on consistent results & strong outcomes. I offer coaching and mentoring for CSMs and RMs. My approach is practical, calm, and supportive, based on real-world corporate experience, and I can help you feel confident, and in control in your client-facing role.
I can help you navigate difficult situations, and any challenges you might be facing with your clients.
I can help you navigate difficult situations, and any challenges you might be facing with your clients.
What's included
| Service Tiers |
Starter
$30
|
Standard
$60
|
Advanced
$240
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Draft Client Email
+$15Frequently asked questions
About Aneeqa
Coach for CSMs & Account Managers
Islamabad, Pakistan - 5:35 am local time
Previously, I was a top performing CSM, promoted into Relationship management, based on consistent results & strong outcomes. I offer coaching and mentoring for CSMs and RMs. My approach is practical, calm, and supportive, based on real-world corporate experience, and I can help you feel confident, and in control in your client-facing role.
I can help you:
Navigate difficult client conversations calmly
Prepare for important calls or meetings
Structure and prioritize your accounts effectively
Build confidence in managing client relationships
Handle escalations and challenges professionally
Sessions are practical, tailored, and outcome-focused. Optional extras include drafting client emails live during your session. My goal is to make you feel confident, prepared, and in control in your role.
Also, if you're a new CSM and are feeling overwhelmed, I'm your go to person. Let's chat!
Steps for completing your project
After purchasing the project, send requirements so Aneeqa can start the project.
Delivery time starts when Aneeqa receives requirements from you.
Aneeqa works on your project following the steps below.
Revisions may occur after the delivery date.
Scheduling the Call
After going through your requirements, we'll schedule the session via Zoom, Teams, or Google Meet as per your availability.