Financial Client Manager

21 hours ago


Shimoga, Karnataka, India beBeeClient Full time ₹ 40,00,000 - ₹ 60,00,000

We are seeking an experienced Relationship Manager to excel in a challenging role.

The successful candidate will be responsible for managing a portfolio of NRI clients, understanding their banking and investment needs, and providing expert advice on financial products.

Key responsibilities include:

  • Acting as the primary point of contact for NRI clients
  • Maintaining proactive communication with clients through calls, emails and virtual meetings
  • Identifying opportunities for cross-selling and up-selling financial products
  • Collaborating with internal teams to ensure seamless processing of client requests

The ideal candidate will have a Bachelor's degree, minimum 2 years of experience in NRI banking or financial services, strong knowledge of financial products relevant to NRI clients, and exceptional client engagement and customer service skills.

Required skills include knowledge of NRI financial regulations and products, client engagement and relationship management, and customer interaction and communication.

This is a great opportunity to work in a learning, collaborative environment with career progression aligned with company goals.

Beyond the core responsibilities, our team members contribute to creating a stimulating workplace that fosters growth, teamwork, and continuous improvement.

As part of our organization, you will benefit from opportunities to develop your expertise, advance your career, and make meaningful contributions to our success.



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