Senior Client Liaison

2 days ago

Kanpur Lucknow Agra, India beBeeRelationship Full time US$ 60,000 - US$ 1,20,000
Relationship Builder

We are seeking a skilled Relationship Builder to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients or customers.

  • Key Responsibilities:

  • Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention.

  • Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information.

  • Regularly assess the clients' needs and financial goals, offering appropriate products, services, and solutions.

  • Business Development: Identify new business opportunities through market research and networking.

  • Expand the client base by acquiring new customers through prospecting and lead generation.

  • Presentation: Present the organization's products or services to potential clients and showcase their benefits.

  • Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation.

  • Create personalized financial plans and investment strategies to help clients achieve their financial goals.

  • Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships.

  • Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities.

  • Maintain accurate and up-to-date client records and documentation.

  • Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies.

  • Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients.

  • Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation.

Requirements
  • Education:

  • A bachelor's degree in finance, business administration, economics, or a related field is often required.

  • Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses.

  • Experience:

  • Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred.

  • Experience in the financial industry is advantageous.

  • Skills:

  • Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information.

  • Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice.

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