Global Client Strategist

7 days ago


Agra, Uttar Pradesh, India beBeeFinancialAdvisor Full time ₹ 6,00,000 - ₹ 10,00,000
Job Description:

As a key member of our team, you will serve as the primary point of contact for a portfolio of clients who reside outside their country of origin. Your role will be to understand their banking and investment needs, providing expert advice on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.

You will maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty. Additionally, you will identify opportunities for cross-selling and up-selling financial products based on client profiles and goals, collaborating with internal teams to ensure seamless processing of client requests and resolution of issues.



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