
Senior Financial Relationship Specialist
2 hours ago
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.
- 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.
Mayiladuthurai, Chidambaram, Viluppuram, Kallakkurichi
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