Financial Services Professional

2 days ago


Hubli, Karnataka, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title

Business Relationship Specialist

About the Job

The Business Relationship Specialist is a key role that involves building and maintaining strong relationships with existing customers to drive business growth. This position requires identifying new business opportunities through networking and market research, meeting or exceeding sales targets by selling financial products such as insurance and mutual funds, and providing excellent customer service.

This role also involves collaborating with internal teams to stay updated on new products and services, analyzing market trends and competitor activity to stay ahead in the market, and working in a fast-paced environment to meet deadlines.

Key Responsibilities
  • Develop and maintain strong relationships with existing customers.
  • Identify new business opportunities through networking and market research.
  • Meet or exceed monthly sales targets by selling financial products.
  • Provide excellent customer service and resolve complaints professionally.
  • Collaborate with internal teams to stay updated on new products and services.
  • Analyze market trends and competitor activity to stay ahead in the market.

Requirements
  • Strong communication and interpersonal skills are essential for building rapport with customers and colleagues.
  • Ability to work in a fast-paced environment and meet deadlines is crucial.
  • Basic knowledge of financial products and services, including insurance and mutual funds, is required.
  • Candidates must be able to work independently and as part of a team to achieve sales targets.
  • Strong problem-solving skills are needed to analyze complex issues and develop effective solutions.
  • Adaptability to changing circumstances and priorities is key to success in this role.


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