Client Acquisition Specialist

1 day ago

Mysore, Karnataka, India beBeeRelationship Full time ₹ 36,00,000 - ₹ 60,00,000

As a Relationship Manager, your primary responsibility will be to act as the primary point of contact for clients.

You will possess strong knowledge of financial products relevant to Non-Resident Indian (NRI) clients and provide inputs on various options.

Collaborating with internal teams, you will ensure seamless processing of client requests.

To drive business growth, you will identify opportunities for cross-selling and up-selling financial products through proactive communication with clients.

This may include calls, emails, and virtual meetings.

You will participate in client acquisition drives, events, and outreach programs that require excellent client engagement and customer service skills.

The ideal candidate will have a deep understanding of NRI financial regulations and products.

They should also be able to identify and capitalize on business opportunities.

This role offers a learning environment, career progression plan, and the opportunity to interact with management and work under their mentorship.

Key Responsibilities:

  • Act as the primary point of contact for NRI clients
  • Provide inputs on various financial products
  • Collaborate with internal teams for seamless processing of client requests
  • Identify opportunities for cross-selling and up-selling financial products
  • Participate in client acquisition drives, events, and outreach programs

Required Skills and Qualifications:

  • Bachelor's degree in any field
  • 2 years of experience in NRI banking or wealth management
  • Strong interpersonal and communication skills
  • Deep understanding of NRI financial regulations and products

Benefits:

  • Learning environment
  • Career progression plan
  • Opportunity to interact with management

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