Strategic Client Partner

1 week ago


Pushkar, Rajasthan, India beBeeClientCentric Full time ₹ 40,00,000 - ₹ 60,00,000
Job Overview

This role involves acting as a primary point of contact for clients, understanding their banking and investment needs. Excellent client engagement and customer service skills are essential to success in this position.

A strong knowledge of financial products relevant to clients is necessary. This includes NRI accounts, deposits, mutual funds, insurance, and investment options. Identifying opportunities for cross-selling and up-selling financial products based on client profiles and goals drives business growth.

This dynamic role involves proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty. Participating in client acquisition drives, events, and outreach programs demonstrates commitment to company objectives.

Required Skills and Qualifications:
  • Excellent client engagement and customer service skills
  • Strong knowledge of financial products relevant to clients
  • Ability to identify opportunities for cross-selling and up-selling
Benefits:
  • Dynamic work environment
  • Ongoing training and development opportunities
  • Promotion opportunities based on performance


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