Strategic Client Partner

1 week ago

Vadodara, Gujarat, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Client Success Specialist

We are seeking a seasoned Client Success Specialist to join our team. As a key member of our organization, you will be responsible for developing and managing client relationships to enhance and acquire more assets under management.

Key Responsibilities:
  • Portfolio Management: Collaborate with clients to align their financial strategies with their goals, minimizing risk and maximizing desired returns.
  • Relationship Building: Develop and maintain strong relationships with existing clients, identifying opportunities to expand services and increase revenue.
  • Onboarding and Marketing: Onboard new clients and conduct marketing activities to increase the number of managed clients.
  • Professional Development: Stay up-to-date with industry trends and best practices to provide expert advice and guidance to clients.

Benefits:

  • Competitive Compensation Package: A comprehensive compensation package that reflects your value to the organization.
  • Opportunities for Growth and Development: Regular training and professional development opportunities to help you grow in your career.
  • Diverse and Dynamic Work Environment: A dynamic work environment that values diversity, inclusivity, and teamwork.

Requirements:

  • Minimum 5 Years of Experience: A minimum of 5 years of experience in a related field, preferably in a client-facing role.
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients.
  • Financial Acumen: Strong understanding of financial concepts and principles, with the ability to analyze complex data and make informed decisions.

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