Strategic Client Liaison

1 week ago

Jodhpur, Rajasthan, India beBeeRelationshipManager Full time
Job Description

We are seeking a seasoned Relationship Manager to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with clients, understanding their financial goals and providing tailored investment solutions.

The ideal candidate will have a proven track record of building and maintaining strong relationships within the BFSI industry, preferably in mutual funds. They will also possess a strong understanding of financial markets and products, including mutual funds.

In this role, you will work closely with internal teams to develop and implement effective business strategies. You will be expected to provide exceptional customer service and support to ensure client satisfaction and retention.

Key responsibilities include:

  • Conducting thorough needs analysis to identify opportunities for growth and improvement.
  • Collaborating with internal teams to develop and implement effective business strategies.
  • Providing expert advice on financial products and services to clients.
  • Identifying and mitigating risks associated with investments to ensure compliance with regulatory requirements.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds.
  • Strong understanding of financial markets and products, including mutual funds.
  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • Ability to analyze complex data and make informed decisions to drive business growth.
  • Strong problem-solving and analytical skills to identify and mitigate risks.
Benefits

This is an excellent opportunity for a motivated and results-driven individual to take their career to the next level. As a valued member of our team, you can expect:

  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A collaborative and dynamic work environment.
Others

We offer a fast-paced and challenging work environment that requires adaptability and resilience. If you are a self-motivated and results-driven individual who thrives in a dynamic environment, we encourage you to apply for this exciting opportunity.

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