Hiring For Strategic Account Manager

1 day ago


Ludhiana, Punjab, India beBeeWealth Full time ₹ 14,08,000 - ₹ 20,16,000

Job Role

Relationship Manager


About the Job
This is a challenging role that requires managing NRI customers and providing financial solutions to meet their requirements. Key responsibilities include:
  • Managing customer relationships to understand their needs and cultivate relations.
  • Creating new business opportunities and maintaining professional relationships with clients.
  • Providing value-added customer service to ensure customer satisfaction.
  • Maximizing risk-adjusted return on investments.
  • Optimizing customer portfolios based on age and requirements.
  • Providing knowledge-based investment advice to customers.

Wealth Management Services
We offer comprehensive wealth management services, including:

  • Adequate asset allocation to manage customer wealth.
  • Generating wealth through maximizing risk-adjusted return.
  • Portfolio optimization based on customer's age and requirements.

Retail Banking Operations
We provide retail banking services, including:

  • Cross-selling and enhancing customer relationships.
  • Maintaining good audit quality scores.

  • Senior Finance

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