Financial Relationship Manager

1 day ago


Bengaluru, Karnataka, India beBeeFinancialRelationshipManager Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

Job Title: Financial Relationship Manager

 

Are you a seasoned professional with a knack for building strong relationships and navigating complex financial deals? Do you have a proven track record of identifying high-value opportunities and driving growth through strategic partnerships?

 

We are seeking an experienced Financial Relationship Manager to join our team. As a key member of our sales force, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals, trustees, and companies to identify new business opportunities and drive revenue growth.

 

Key Responsibilities:

  • Field Sales: Identify and pursue new business opportunities in the LAP (Loan Against Property) market through existing DSA (Direct Selling Agent) and Connector networks.
  • Client Engagement: Develop and maintain strong relationships with clients to understand their business objectives, challenges, and financial needs.
  • Strategic Recommendations: Analyze clients' data and provide tailored strategic recommendations to help them achieve their business goals.
  • Presentations and Negotiations: Effectively communicate value propositions to sales leads and current customers, negotiate deals, and close sales.

 

Requirements:

  • 4-6 years of client relationship experience in LAP/TASC/Mortgage space.
  • Ability to understand financials and customer books.
  • Strong communication, interpersonal, and presentation skills.
  • Ability to manage multiple projects and clients simultaneously.
  • Experience working with high net-worth individuals, trustees, and companies.

 



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