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Senior Client Advisor

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Chandigarh Mohali, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Profile

A key professional role that encompasses relationship management and customer service excellence.

  • Develop and nurture customer relationships by providing tailored banking and investment services that consistently meet or exceed client expectations within a defined segment.

Capturing Growth Opportunities

  • Establish sales targets spanning liabilities, retail assets, business banking, foreign exchange, cards, investments, and commercial products for current and potential high net worth individual (HNI) relationships. This aims to increase cash asset balance in allocated portfolios through either deepening existing relationships or acquiring new ones.

Investment Guidance

  • Provide financial planning and investment advisory services to HNI clients, driving revenue growth to generate fee income from products such as mutual funds, investments, and insurance solutions.