Senior Client Relationship Manager

22 hours ago


Noida Gurgaon Gurugram, India beBeeRelationship Full time US$ 15,00,000 - US$ 20,00,000

Key Responsibilities

• Develop and expand customer relationships by providing banking and investment services that meet client expectations.

• Generate incremental business through sales targets across various products, including liabilities, retail assets, business banking, forex, cards, investments, and commercial products.

• Drive revenue growth by delivering financial planning and investment advisory services to high net worth individual (HNI) clients.

• Identify opportunities to increase cash balance in allocated portfolios through deepening or acquisition.

Required Skills and Qualifications

• Strong relationship management skills with a focus on customer satisfaction and retention.

• Ability to analyze market trends and develop strategic plans to achieve sales targets.

• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients.

Benefits

• Opportunity to work with a diverse range of clients and develop expertise in financial planning and investment advisory services.

• Collaborative and dynamic work environment with a focus on innovation and excellence.

Others

• Ongoing training and professional development opportunities to enhance skills and knowledge.

• Recognition and rewards for outstanding performance and contributions to the organization.



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