Senior Financial Relationship Professional

7 days ago

Ahmedabad Pune Mumbai, India beBeeFinancial Full time US$ 9,00,000 - US$ 12,00,000
Financial Relationship Manager

We are seeking a skilled Financial Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, driving business growth, and delivering exceptional customer service.

Key Responsibilities:
  • Manage and grow client relationships to increase revenue and expand market share.
  • Develop and implement strategic plans to achieve business objectives and meet or exceed performance targets.
  • Cross-sell and upsell products and services to existing clients, leveraging your in-depth knowledge of financial products and industry trends.
  • Analyze client needs and preferences, identifying opportunities to enhance their experience and drive loyalty.
  • Work closely with internal stakeholders, including sales, marketing, and product teams, to ensure alignment and seamless execution of business strategies.
  • Maintain accurate records and reports, providing regular updates on progress toward goals and objectives.
Requirements:
  • Strong understanding of financial markets, products, and services, with a proven track record of success in a similar role.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients at all levels.
  • Results-driven and detail-oriented, with a strong work ethic and commitment to excellence.
  • Ability to analyze complex data and develop actionable insights, driving business growth and improvement.
  • Collaborative and adaptive, with a willingness to learn and adapt to changing circumstances and priorities.
Benefits:
  • Competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment, with a strong emphasis on teamwork and collaboration.

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