Senior Account Manager

2 days ago


Noida Gurgaon Gurugram Delhi NCR, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title: Investment Counsellor

A challenging and rewarding opportunity to acquire new accounts and build strong relationships with internal teams.

About the Role:
  • We are seeking a highly motivated and experienced professional to join our team as an Investment Counsellor.

The successful candidate will be responsible for acquiring new accounts, building strong relationships with internal teams, and increasing wallet share of our banking products.

Key Responsibilities:
  1. Quality sourcing of salary accounts from corporates
  2. Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
  3. Participate in corporate induction and migration events around the catchment area
  4. Build strong relationship with internal teams to leverage existing relationships from SME
  5. Conduct low-cost micro marketing activities around catchment areas for lead generations.

Requirements:
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in MS Office and other software applications

Benefits:

The successful candidate will have access to a range of benefits including professional development opportunities, a competitive salary and bonus scheme, and a comprehensive health insurance package.

About Us:

We are a leading provider of financial services and solutions, dedicated to delivering exceptional customer service and value to our clients.

Contact Information:



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