High-Value Client Service Specialist

17 hours ago


Pune, Maharashtra, India beBeeFinancial Full time
Senior Account Associate - Financial Services

  • Our team is seeking a highly skilled Senior Account Associate to provide exceptional customer service and support to high-value clients.
  • As a key member of our team, you will be responsible for handling account inquiries, initiating payment investigations, fee reversals, and processing maintenance/fulfillment requests.
  • You will execute banking transactions efficiently while ensuring adherence to all internal policies and regulatory guidelines.
  • Collaborate with various internal departments and external partners to resolve escalated issues and follow up on outstanding service tickets.
  • Build and maintain strong client relationships by addressing their current needs and anticipating future requirements.
  • Educate customers about new and existing financial products and services that align with their personal goals.
  • Refer qualified opportunities to Relationship Managers or Managing Directors for additional services and financial planning.
  • Stay updated on financial product offerings and proactively participate in service training.
  • Contribute to customer satisfaction initiatives, including post-service surveys and loyalty programs.
  • Document client interactions and maintain accurate records in CRM and banking systems.



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

    Relationship Manager Job DescriptionAs a Relationship Manager, your primary responsibility is to develop and maintain high-value customer relationships for Priority Business. You will be responsible for in-depth profiling of clients to identify opportunities and matching these opportunities with products and solutions provided by Kotak Group.Key...


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

    Client Relationship Manager PositionWe are seeking a seasoned Client Relationship Manager to support our portfolio management team in cultivating high-value relationships with discerning clients.Main Responsibilities:Identify and acquire premium clients, providing personalized investment advice and solutions.Collaborate with the portfolio management team to...


  • Pune, Maharashtra, India beBeeInsurance Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Business Development ManagerThe primary function of this role is to build and maintain strong, lasting relationships with key clients, while driving business growth through strategic sales and service delivery.Directly manage a portfolio of High Net Worth Individuals (HNIs), acting as their main point of contact for all health insurance...


  • Pune, Maharashtra, India beBeeNegotiation Full time ₹ 60,00,000 - ₹ 1,20,00,000

    High Ticket Sales Specialist RoleWe are seeking a skilled and experienced sales professional to join our team in closing high-value deals.'">Closing complex sales through effective communication, negotiation skills, and relationship management.Managing the sales process from lead generation to deal closure with precision and efficiency.Providing top-notch...


  • Pune, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 3,00,00,000

    Wealth Management Leader About the Role Were seeking an experienced wealth management professional to lead our high-value client portfolios. The successful candidate will have a proven track record of driving financial growth and building strong client relationships. Key Responsibilities: Develop and deliver customized financial solutions aligned with...


  • Pune, Maharashtra, India Real Value Finloan Services Private Limited Full time

    he Regional Head - Key Account Management will be responsible for leading and managing strategic key accounts across India.- This Pan-India role demands strong client relationship management, revenue ownership, strategic growth planning, and leadership of a national KAM team.- The ideal candidate will be a high-impact leader capable of driving business...


  • Pune, Maharashtra, India beBeeCustomer Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Customer Success">The role of Customer Success Manager involves being the customer champion and continually improving the experience for clients. This entails managing customer happiness, ensuring Service Level Agreements (SLAs) are met on a day-to-day basis with a high level of customer focus, and driving various customer experience initiatives across the...


  • Pune, Maharashtra, India 3 Dots Design Full time

    Company Description3 Dots Design is an Integrated Communications Specialist offering comprehensive solutions in advertising, design, and digital communications.In a fragmented communications industry, we provide a cohesive approach to optimize every advertising investment.As a media-neutral company, we enhance the agility of our clients' marketing and...


  • Pune, Maharashtra, India 3 Dots Design Full time US$ 60,000 - US$ 1,20,000 per year

    Company Description3 Dots Design is a one-stop destination for multiple communication solutions, including Advertising, Design, and Digital services. As an Integrated Communications Specialist, we are a rare gem in the highly fragmented communications business. We are the first choice for communication needs to grow brands in India. By being media neutral,...


  • Pune, Maharashtra, India 3 Dots Design Full time

    Company Description3 Dots Design is an Integrated Communications Specialist offering comprehensive solutions in advertising, design, and digital communications. In a fragmented communications industry, we provide a cohesive approach to optimize every advertising investment. As a media-neutral company, we enhance the agility of our clients' marketing and...