Strategic Client Liaison

4 days ago

Kanchipuram Chennai, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 20,00,000
Customer Relationship Management is a key function in delivering exceptional client experiences. As a seasoned professional, you will be responsible for building strong bonds with clients and providing tailored solutions that meet their financial objectives.
Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial goals and preferences.
  • Foster new business opportunities and expand existing client relationships through effective sales strategies.
  • Stay updated on industry trends 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.
  • Analyze client feedback and suggest improvements to enhance overall client satisfaction.
Requirements
  • Proven experience in relationship management within the finance sector, preferably in investment products.
  • Strong understanding of financial markets and investment instruments.
  • Excellent communication and interpersonal skills to build trust with clients.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills to provide expert advice.
  • Experience working with financial institutions or similar organizations is an advantage.

We are seeking a skilled and results-driven individual who can deliver outstanding client experiences and drive business growth. If you have a passion for building strong relationships and a deep understanding of financial markets, we encourage you to apply.

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