Senior Financial Relationship Specialist

2 hours ago


Erode, Tamil Nadu, India beBeeClient Full time ₹ 1,04,000 - ₹ 1,30,878
Job Overview

We are seeking a skilled professional to fill the role of Client Relationship Manager. The successful candidate will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and providing tailored solutions.

This is a key position within our organization, requiring a high degree of professionalism, effective communication skills, and a commitment to delivering exceptional customer service.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to understand their financial needs and provide personalized advice.
  • Identify new business opportunities and expand existing client relationships through strategic sales initiatives.
  • Stay updated on industry trends and market developments to offer informed investment advice.
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients.
  • Provide exceptional customer service and support to resolve client queries and concerns.
Requirements:
  • Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds.
  • Strong understanding of financial markets and investment products.
  • Excellent communication and interpersonal skills to build strong client relationships.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills to provide informed investment advice.
Location:

Mayiladuthurai, Chidambaram, Viluppuram, Kallakkurichi



  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job DescriptionAs a Financial Analysis Specialist, you will be responsible for analyzing and interpreting complex financial data to inform business decisions. You will work closely with senior management to develop and implement financial models, forecasts, and budgets.Prepare and manage data analytics on operational metricsBuilding and maintaining...


  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 10,00,000

    Financial professionals seeking a challenging opportunity will find this role appealing. We are looking for an experienced Financial Specialist to handle financial planning, accounting, and analysis responsibilities.Key Responsibilities:Prepare accurate and timely financial statementsAnalyze financial data and identify trendsDevelop and implement financial...


  • Erode, Tamil Nadu, India beBeeRelationship Full time

    Client Relationship ExecutiveWe are seeking a highly motivated and experienced Client Relationship Executive with a background in Mortgage Loan Against Property (MLAP) to drive our business forward. This role is crucial for developing and maintaining strong client relationships, identifying new business opportunities, and achieving sales targets by providing...


  • Erode, Tamil Nadu, India Equitas Small Finance Bank Full time

    Job DescriptionWe are seeking a highly motivated and experienced Relationship Manager with a background in MLAP (Mortgage Loan Against Property) to join our team. This role is crucial for developing and maintaining strong client relationships, identifying new business opportunities, and achieving sales targets by providing tailored financial solutions.Roles...


  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Leadership Role:This position requires a strategic thinker with strong business acumen, excellent leadership skills, and deep expertise in corporate finance.Key Responsibilities:Lead and oversee financial operations across multiple business units and geographies.Develop and execute the company's financial strategy aligned with business objectives.Manage...


  • Erode, Tamil Nadu, India beBeeTREASURE Full time ₹ 80,00,000 - ₹ 1,25,00,000

    Job Title:Financial Operations CoordinatorSupport the Treasury Head to manage treasury operations, including cash flow management, banking operations, and forex risk mitigation.Key Responsibilities:Assist in managing relationships with financial institutions and liaise with bankers and wealth advisors.Prepare and monitor company cash forecasts and...

  • Financial Professional

    23 hours ago


    Erode, Tamil Nadu, India beBeeAccountancy Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Title: Financial ProfessionalWe are seeking an experienced Bookkeeping Executive with expertise in XERO software to join our team.The ideal candidate will have a strong background in bookkeeping and accounting principles, with demonstrated proficiency in XERO and Quickbooks software. Key qualifications include:Bachelor's degree in accounting, finance, or...


  • Erode, Tamil Nadu, India beBeeRiskManagement Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Job DescriptionWe are seeking a skilled Collateral Management Specialist to join our team. The successful candidate will have expertise in managing financial risks and developing effective mitigation strategies.This role is ideal for someone with a strong background in finance and risk management, who can analyze complex data and develop actionable...


  • Erode, Tamil Nadu, India beBeeTax Full time ₹ 1,50,00,000 - ₹ 2,25,00,000

    Key Responsibilities:Lead the preparation and review of complex financial services client tax returns, primarily for hedge funds, private equity, and fund of funds.Conduct a detailed review of state returns for financial services clients to ensure accuracy and compliance.Identify international filing requirements through organizational chart analysis and...


  • Erode, Tamil Nadu, India beBeeFinance Full time ₹ 80,00,000 - ₹ 1,25,00,000

    Job Opportunity: Finance ManagerWe are seeking a highly skilled and detail-oriented professional to oversee the financial operations of our organization.The ideal candidate must have strong expertise in accounting principles, tax compliance, securities, contracts, and financial reporting.Financial ManagementOversight of day-to-day accounting functions in...