Client Relationship Manager

7 days ago


Erode, Tamil Nadu, India beBeeRelationships Full time
Client Relationships Executive

We are seeking a skilled Client Relationships Executive to join our team. This role involves developing and maintaining strong relationships with clients to understand their financial goals and provide tailored solutions.

Key Responsibilities:
  • Develop and Maintain Client Relationships: Foster long-term relationships with clients by providing exceptional service, understanding their needs, and delivering tailored solutions.
  • Identify New Business Opportunities: Collaborate with internal teams to identify new business opportunities and expand existing client relationships through effective sales strategies.
  • Stay Updated on Industry Trends: Conduct market research and stay updated on industry trends to offer informed investment advice to clients.
  • Collaborate with Internal Teams: Work closely with internal teams to ensure seamless delivery of products and services to clients.
  • Provide Excellent Customer Service: Analyze client feedback and suggest improvements to enhance overall customer satisfaction.

Requirements:

  • Proven Experience: Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds.
  • Financial Markets Knowledge: Strong understanding of financial markets and investment products.
  • Communication Skills: Excellent communication and interpersonal skills to build strong client relationships.
  • Fast-Paced Environment: Ability to work in a fast-paced environment and meet sales targets.
  • Analytical Skills: Strong analytical and problem-solving skills to provide informed investment advice.
  • Small Finance Banks: Experience working with small finance banks or similar institutions is an advantage.

Location: Mayiladuthurai, Chidambaram, Viluppuram, Kallakkurichi



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