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High-Value Client Engagement Specialist

3 weeks ago

Indore, Madhya Pradesh, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000

We are seeking a highly skilled professional to fill the role of High-Value Client Engagement Specialist. This individual will be responsible for managing relationships with high-net-worth individuals (HNIs) and driving business growth through effective client engagement strategies.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong relationships with HNIs to identify opportunities for growth and expansion.
  • Sales & Cross-Selling: Identify and capitalize on cross-selling opportunities for wealth products, including PMS, AIF, MF, Bonds, and Insurance.
  • Product Knowledge: Maintain a deep understanding of retail liabilities and market trends to provide tailored solutions to customers.
  • Customer Service: Collaborate with internal teams to resolve customer queries and issues related to banking services.
  • Market Analysis: Analyze market trends and competitor activity to stay ahead in the market.
Requirements:
  • Strong knowledge of CASA Sales, CASA handling, HNI client handling, retail liabilities, portfolio management, and wealth product sales.
  • Excellent communication skills for effective relationship management with HNIs.
  • Ability to work independently with minimal supervision while meeting targets.
Qualifications:
  • Bachelor's degree in Business, Finance, or a related field, or equivalent experience.