Portfolio Strategist

2 days ago


Ahmedabad, Gujarat, India beBeeClientRelationships Full time ₹ 12,71,177 - ₹ 21,99,845
Job Overview

In this role, you will be responsible for cultivating strong professional connections and identifying opportunities to offer complementary products.

Key Responsibilities:
  • Foster tailored solutions to address client business needs
  • Cross-promote services such as Current Accounts, Savings Accounts, Life Insurance, and General Insurance
  • Buildelements of trust and confidence with key decision-makers in target segments
  • Analyze competitive factors and enhance the presence of the brand in the target market

Requirements:

  • A bachelor's degree or higher education
  • 3-4 years of experience in local markets, preferably with a background in Credit and Sales
  • Excellent communication skills
  • Ability to understand and sell complex financial products


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