Customer Engagement Manager

3 days ago


Delhi, Delhi, India beBeeCustomerEngagement Full time ₹ 9,00,000 - ₹ 12,00,000

Opportunities exist for experienced individuals to take on the role of Customer Engagement Managers.

The position is based in Delhi and Gurgaon, with a focus on managing high net worth and ultra high net worth clients.

Key responsibilities include:

  • Upselling mutual fund products to ultra high net worth clients based on assigned databases
  • Generating new leads through referrals to expand the client base
  • Acquiring and retaining ultra high net worth clients through regular communication
  • Providing personalized investment advice to clients based on their asset allocation needs
  • Profiling customers to offer tailored financial solutions
  • Maintaining exceptional service standards for high net worth and ultra high net worth clients
  • Meeting business targets by upselling products and enhancing client relationships

Applicants should have a strong background in customer engagement, excellent communication skills, and experience working with high net worth clients. A deep understanding of the mutual fund market and ability to analyze client needs are also essential.

We are looking for motivated and results-driven professionals who can thrive in a fast-paced environment.



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