Financial Relationship Specialist

7 days ago

Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 25,00,000 - ₹ 40,00,000
Job Description:

As a key member of our team, you will be responsible for building and maintaining relationships with existing clients to generate maximum revenue. This includes:

  • Assessing lending requirements and conducting critical analysis of financial statements.
  • Ensuring Know Your Customer (KYC) compliance and understanding conduct of the account while monitoring credit records.
  • Relating well to different types of customers and adapting your style to ensure they feel comfortable working with us.
  • Maintaining the highest order of honesty, transparency, and integrity in all actions.
  • Adhering to company policies, procedures, and business ethics codes.

You will also source new clients through active referrals from existing clients and self-generated leads, establishing strong relationships to drive growth and revenue.

This role requires a professional who can work effectively in a fast-paced environment, prioritizing tasks, and meeting deadlines while maintaining high standards of quality and customer satisfaction. You should be proactive, results-driven, and committed to delivering exceptional service.

Key Responsibilities:

Some of the key responsibilities of this role include:

  • Lending Requirements: Assessing lending requirements and conducting critical analysis of financial statements.
  • KYC Compliance: Ensuring Know Your Customer (KYC) compliance and understanding conduct of the account while monitoring credit records.
  • Customer Relationships: Relating well to different types of customers and adapting your style to ensure they feel comfortable working with us.
  • Integrity and Ethics: Maintaining the highest order of honesty, transparency, and integrity in all actions.
  • Business Ethics: Adhering to company policies, procedures, and business ethics codes.
Benefits:

This role offers a range of benefits, including:

  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • The chance to work with a dynamic and supportive team.
  • A comprehensive benefits package, including health insurance and retirement planning.
About Us:

We are a leading provider of financial services, dedicated to helping our clients achieve their goals. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.

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