B2C Client Engagement Specialist

2 days ago

Surat, Gujarat, India beBeeCustomer Full time ₹ 2,40,000 - ₹ 3,00,000
B2C Relationship Manager

We are seeking enthusiastic and customer-focused professionals to engage with retail clients, assist them with investments, and build long-term financial relationships.

  • Aquire new retail clients for equity trading and investment products.
  • Understand client needs and recommend suitable financial solutions.
  • Guide clients through account opening, kyc, and trading activation.
  • Provide regular follow-up, portfolio reviews, and service support.
  • Achieve monthly sales and activation targets.
  • Maintain client records and ensure high client satisfaction.
Requirements:
  • Graduate in any stream (finance/commerce preferred).
  • Passion for stock markets and retail financial services.
  • Strong communication, persuasion, and relationship-building skills.
  • Prior experience in b2c financial sales or client servicing is a plus.
  • Freshers with good communication and learning attitude are welcome.

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