Strategic Client Growth Professional

2 weeks ago

Ujjain, Madhya Pradesh, India beBeeStrategic Full time
About the Role

This is a challenging and rewarding opportunity to join our team as a Strategic Client Growth Professional. As a key member of our client-facing team, you will play a critical role in building and maintaining strong relationships with our clients.


Key Responsibilities
  • Client Relationship Management: Develop and execute strategies to build long-term relationships with existing clients, driving growth through exceptional service and tailored solutions.
  • Main Point of Contact: Serve as the primary point of contact for clients, responding promptly to inquiries and providing timely, accurate information to ensure client satisfaction.
  • Needs Assessment: Regularly assess clients' needs and financial goals, offering personalized product and service recommendations that align with their objectives.
  • Business Development: Identify new business opportunities through market research, networking, and strategic partnerships, driving revenue growth and expanding our client base.
  • Presentation and Sales: Effectively present our products and services to potential clients, highlighting their benefits and value proposition.
  • Financial Advisory: Provide expert financial guidance and advice to clients, creating customized financial plans and investment strategies that meet their unique needs and goals.
  • Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients, increasing revenue and deepening client relationships.

Requirements
  • Education: A bachelor's degree in finance, business administration, economics, or a related field is required.
  • Certifications/Licenses: Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses.
  • Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is preferred.
  • Industry Knowledge: Experience in the financial industry is advantageous.
  • Communication Skills: Excellent interpersonal and communication skills are essential for building trust and rapport with clients and effectively conveying financial information.
  • Financial Knowledge: A strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice.

Benefits

We offer a competitive compensation package, including a salary range of $60,000 - $100,000 per year, depending on experience. Additionally, we provide comprehensive health insurance, retirement savings plan, and professional development opportunities.


Others

Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.

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