Client Relationship Professional

5 days ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,000
Job Title: Relationship Manager

We are seeking a highly skilled and experienced professional to manage client relationships and provide tailored investment solutions. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in Mutual Funds.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally.
  • Identify new business opportunities through networking, referrals, and other channels to expand the client base.
  • Stay current with industry developments and competitor activity to maintain a competitive edge.
Required Skills and Qualifications:
  • Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds.
  • Strong knowledge of financial markets, products, and regulations governing mutual funds.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work effectively in a fast-paced environment and meet sales targets.
  • Proficiency in using technology and software applications to manage client relationships and track market trends.
  • Strong analytical and decision-making skills to provide informed investment advice.
Benefits:

The successful candidate will have the opportunity to work with a dynamic team and contribute to the growth of our organization. We offer a competitive compensation package and a supportive work environment.

Others:

The ideal candidate will be a self-motivated and results-driven individual who is able to work independently and as part of a team. If you are looking for a challenging and rewarding career opportunity, please submit your application.

  • Client Relationship Professional

    3 days ago

    Pune, Maharashtra, India beBeeRelationship Full time ₹ 42,00,000 - ₹ 1,08,00,000

    Job Title: Client Relationship Professional">We are seeking an enthusiastic and goal-oriented Client Relationship Professional to join our team. The role involves building strong client relationships, generating leads, and supporting business growth through effective communication strategies.">Key Responsibilities:">">Handle outbound and inbound calls to...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Overview:We are seeking a skilled professional to assume the role of Client Relationship Manager. This position involves supporting Relationship Managers in developing strong client relationships, identifying business opportunities, and implementing strategic plans to drive growth.Main Responsibilities:Client Development: Collaborate with RMs to develop...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeClient Full time ₹ 12,00,000 - ₹ 20,00,000

    Job Title: Client Relationship ManagerWe are seeking a talented professional to join our team as a Client Relationship Manager.About the Role:The Client Relationship Manager will be responsible for developing and maintaining strong relationships with clients.The ideal candidate will have excellent communication and interpersonal skills, with the ability to...

  • Client Relationship Specialist

    2 weeks ago

    Pune, Maharashtra, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 12,00,000

    Client Relationship SpecialistWe are seeking a skilled Client Relationship Specialist to join our team. As a key member of our organization, you will play a pivotal role in building and maintaining strong relationships with clients to drive business growth.Key Responsibilities:Meet with clients to understand their needs and preferencesAssist customers in...

  • Client Relationship Builder

    2 weeks ago

    Pune, Maharashtra, India beBeeClientRelationship Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Title: Client Relationship BuilderAbout the RoleThis position is designed for a 3-month training program aimed at developing skills in high-end wealth advisory and client acquisition strategies. The selected candidate will be equipped to engage with High Net Worth Individual (HNI) / Ultra High Net Worth Individual (UHNI) clients, build lasting...

  • Client Relationship Executive

    3 weeks ago

    Pune, Maharashtra, India Rishabh Gandhi and Advocates Full time

    Job Title: Client Relationship Executive / Business Development ExecutiveLocation: Pune, IndiaPQE: 1+yearsJob Description:We are seeking a proactive and dynamic Client Relationship Executive / Business Development Executive to join our esteemed law firm in Pune. The ideal candidate will have a strong background in business development, exceptional client...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job SummaryThis is a unique opportunity to leverage your expertise as an Account Manager and take on the challenge of managing relationships with high-net-worth clients.The ideal candidate will possess excellent analytical skills, strong client relationship management abilities, and experience in private banking/wealth management.Develop and maintain...

  • Client Relationship Specialist

    7 days ago

    Pune, Maharashtra, India beBeeClientRelationship Full time ₹ 42,00,000 - ₹ 60,00,000

    Client Relationship SpecialistWe are seeking a highly motivated and goal-oriented professional to fill the role of Client Relationship Specialist.Key Responsibilities:Build and maintain strong client relationships through effective communication and engagement strategies.Identify and pursue new business opportunities by generating leads and converting...

  • Client Relationship Executive

    2 weeks ago

    Pune, Maharashtra, India Rishabh Gandhi and Advocates Full time

    Job Title: Client Relationship Executive / Business Development Executive Location: Pune, India PQE: 1+years Job Description: We are seeking a proactive and dynamic Client Relationship Executive / Business Development Executive to join our esteemed law firm in Pune. The ideal candidate will have a strong background in business development, exceptional...

  • Client Relationship Executive

    2 weeks ago

    Pune, Maharashtra, India Rishabh Gandhi and Advocates Full time

    Job Title: Client Relationship Executive / Business Development ExecutiveLocation: Pune, IndiaPQE: 1+yearsJob Description:We are seeking a proactive and dynamic Client Relationship Executive / Business Development Executive to join our esteemed law firm in Pune. The ideal candidate will have a strong background in business development, exceptional client...