Senior Relationship Consultant

1 week ago

Thiruvananthapuram, Kerala, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000
Senior Relationship Consultant

We are seeking a skilled and experienced Senior Relationship Consultant to join our organization.

About the Role:

  • Act as the primary point of contact for clients, understanding their banking and investment needs.
  • Provide inputs on a wide range of financial products including accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
  • Participate in client acquisition drives, events, and outreach programs as needed.

Key Qualifications:

  • Bachelor's degree
  • A minimum 2 years of experience in banking, wealth management, or financial services.
  • Strong knowledge of financial products relevant to clients.
  • Excellent client engagement and customer service skills.
  • Strong interpersonal and communication skills.

Necessary Skills:

  • Knowledge of financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication

This is an exciting opportunity for a motivated and results-driven professional to make a meaningful contribution to our team. We offer a learning environment, career progression aligned with company goals, and an opportunity to directly interact with management.

Candidates can share resumes and we will get back to them shortly.

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