Client Engagement Specialist

5 days ago


Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000

Our Wealth Advisory team is seeking a Client Engagement Specialist to deliver exceptional client experiences and drive business growth.

Key Responsibilities:
  • BUILD STRONG CLIENT RELATIONSHIPS
  • ACQUIRE AND CONVERT QUALIFIED LEADS INTO MANAGED PORTFOLIOS
  • ADVISE CLIENTS ON INVESTMENT OPPORTUNITIES ACROSS VARIOUS PRODUCT LINES
  • MONITOR AND REVIEW CLIENT PORTFOLIOS TO ENSURE CONSISTENT PERFORMANCE
  • COLLABORATE WITH INTERNAL TEAMS TO DELIVER SEAMLESS WEALTH ADVISORY SERVICES

We offer a dynamic work environment with opportunities for professional growth and development, including access to training and mentorship programs. Our team is committed to delivering exceptional results and making a positive impact on our clients' lives.

Benefits:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative work environment
  • Access to training and mentorship programs


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