Financial Services Liaison

2 days ago


Delhi, Delhi, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000

About this role

This is a client-facing position that involves managing interactions with clients across phone, email, and meetings to ensure a smooth onboarding process including KYC, documentation, and portfolio management.

The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a strong understanding of financial products and services.

  • Responsibilities include:
    • Managing client expectations and providing timely responses to queries
    • Coordinating with internal teams to ensure seamless onboarding and portfolio management
    • Identifying opportunities to upsell or cross-sell relevant financial products and services

Key Skills: Client Relationship Management, Communication, Financial Products, Portfolio Management, Team Collaboration



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