Senior Client Partner

6 days ago

Delhi, Delhi, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 15,00,000

Key Role: We are currently seeking a skilled and experienced professional to join our team as a Relationship Manager. This role is crucial in building and maintaining strong relationships with clients, identifying their needs, and providing tailored solutions to meet their goals.

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  • As a Relationship Manager, you will be responsible for conducting daily sales calls with prospective new clients, understanding their requirements, and developing strategies to address their financial goals.
  • You will need to analyze the client's portfolio, assess their risk appetite, and provide personalized advice on investments, insurance, and other financial products.
  • The ideal candidate should have excellent communication skills, both written and verbal, and be able to explain complex financial concepts in a clear and concise manner.
  • They should also possess strong analytical skills, be able to work under pressure, and meet targets while maintaining high standards of compliance.

Requirements:

  • Social/Interpersonal Skills: Excellent relationship-building skills, with the ability to build trust and rapport with clients.
  • Communication Skills: Strong verbal and written communication skills, with the ability to explain complex information clearly.
  • Analytical Skills: Ability to analyze client requirements and develop tailored solutions.
  • Financial Knowledge: In-depth knowledge of financial products, including life insurance, general insurance, fixed income, mutual funds, and more.
  • Portfolio Management: Understanding of client portfolios and the ability to diversify and optimize them for maximum returns.
  • Investment Advisory: Sound and reliable advice on investments, insurance, and other financial products.

What We Offer:

  • A dynamic and challenging work environment
  • Opportunities for growth and development
  • Competitive compensation and benefits package
  • Recognition and rewards for outstanding performance

How to Apply:

  • Submit your resume and cover letter
  • Explain why you are the ideal candidate for this role
  • Highlight your relevant experience and qualifications

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