Senior Financial Services Professional

3 days ago

Tiruchi, Tamil Nadu, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

As a key member of our team, the Relationship Manager will play a crucial role in fostering strong relationships with clients.

Key Responsibilities
  • Act as the primary point of contact for clients, understanding their needs and providing expert advice on financial products.
  • Provide inputs on a wide range of financial solutions, including banking, investments, insurance, and wealth management.
  • Maintain proactive communication with clients through calls, emails, and meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial services based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.

Requirements

  • Bachelor's degree in a relevant field.
  • A minimum 2 years of experience in financial services or related industries.
  • Strong knowledge of financial markets and regulations.
  • Excellent communication and interpersonal skills.

Desired Skills

  • Knowledge of financial regulations and compliance.
  • Client engagement and relationship building.
  • Financial analysis and advisory skills.

This is an exciting opportunity to contribute to the growth and success of our organization. We offer a collaborative and dynamic work environment, career progression plan aligned with company goals, and opportunities for professional development and recognition.

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