Financial Relationship Specialist

3 days ago


Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Job Overview

We are seeking a skilled relationship builder to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with assigned financial partners.

Main Responsibilities:

  • Business Growth: Collaborate closely with assigned banks and wealth partners to drive business expansion in investment products such as mutual funds, private equity, alternative investments, and passive funds.
  • Client Engagement: Proactively share market insights and product information with assigned relationships.
  • Sales Performance: Achieve assigned sales targets through effective relationship management and strategic planning.
  • Coverage and Service: Ensure timely coverage for all assigned relationships and provide excellent service.
  • Meetings and Presentations: Conduct joint meetings with distribution partner clients and deliver engaging product presentations, training sessions, and investment discussions.
  • Market Intelligence: Stay informed on market trends, competitor strategies, and regulatory guidelines.

Requirements:

  • Bachelor's degree in Business Administration or a related field.
  • Minimum 3 years of experience in relationship management or sales.
  • Excellent communication and interpersonal skills.
  • Able to work independently and as part of a collaborative team.


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