Senior Client Partner

8 hours ago

Davangere, Karnataka, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 8,00,000
Job Description:

The primary objective of a Senior Client Partner is to develop and nurture high-value relationships with customers within the Banking/Financial Services/Insurance sector.

Key Responsibilities:

  • Coordinate with regional SBI Branches to drive business growth.
  • Assume full accountability for sales performance in assigned branches.
  • Identify and pursue new business opportunities through customer outreach, networking, and market research.
  • Liaise with investors, distributors, banks, and institutions to target specific markets and products.
  • Organize investor awareness programs and events to enhance brand visibility.
  • Build and maintain strong business relationships with customers, focusing on customer satisfaction and loyalty.
  • Develop and execute strategies to penetrate key accounts and generate upselling opportunities.
  • Ensure adherence to sales processes and requirements.
  • Achieve quarterly and yearly business targets by developing and executing effective sales plans.
  • Establish and maintain a robust channel network to drive channel sales.

Requirements:

  • Excellent problem-solving skills and ability to work independently.
  • Strong communication and interpersonal skills with active listening abilities.
  • Proven account management skills and excellent presentation abilities.
  • Thorough understanding of company products, services, and competitors' offerings.
  • Knowledge of regulatory frameworks and taxation laws.
  • Positive attitude, enthusiasm, and a customer-centric approach.

Qualifications:

  • Graduate degree (MBA or equivalent) with 2-5 years of industry experience.
  • Good knowledge of equity and debt markets (added advantage).
  • MFD Certification.

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