Financial Relationship Specialist

2 weeks ago

Tumkur Bengaluru Bangalore, India beBeeRelationship Full time

We are seeking a skilled Relationship Manager to capitalize on opportunities in Mutual Funds. The ideal candidate will possess a strong background in the BFSI industry and proven ability to build enduring client relationships.

Roles and Responsibilities

  • Client Relationship Management:
  • Develop and maintain robust relationships with clients to understand their financial objectives and provide tailored investment solutions.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
  • Identify new business prospects through networking, referrals, and other channels.
  • Meet and exceed sales targets consistently by selling mutual fund products.
  • Market Knowledge & Collaboration:
  • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
  • Collaborate with internal teams to ensure seamless execution of trades and settlement processes.

Job Requirements

  • Experience & Knowledge:
  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
  • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Skills:
  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong analytical and decision-making skills, with attention to detail and accuracy.
  • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.
  • The ability to work effectively in a fast-paced environment and meet sales targets.

  • Insurance Relationship Specialist

    1 week ago

    Tumkur, Mysore, India beBeeInsurance Full time

    Insurance Relationship SpecialistWe are seeking an experienced Insurance Relationship Specialist to join our team. The ideal candidate will have a strong background in sales and customer service, with a proven track record of generating new business opportunities.">Leads will be generated from assigned banks across various channels, including Life Insurance...

  • Financial Relationship Specialist

    7 days ago

    Mumbai, Kolkata, Bengaluru / Bangalore, India beBeeBanker Full time ₹ 5,00,000 - ₹ 10,00,000

    Job OverviewThe Consumer Banking Group is a leading player in the market, offering a wide range of financial solutions to help customers achieve their goals and aspirations.Key Responsibilities:Acquire new clients around the branch catchment area by identifying and pursuing sales opportunities.Build strong relationships with existing clients to increase...

  • Senior Financial Relationship Specialist

    1 week ago

    Bengaluru / Bangalore, Mumbai, Chennai, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Description:Responsible for Handling NRI Clients and Achieving Revenue through Broking of - Equity, Derivatives, Commodity & Currency.We are seeking a skilled professional to handle NRI clients and achieve revenue through broking of equity, derivatives, commodity & currency. The ideal candidate will be responsible for acquiring clients via demat...

  • Relationship Manager

    4 days ago

    Bengaluru, Karnataka, India Myalternates Financial Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Roles & Responsibilities:Contribute to sales performance and sales goals for the allocated territoryDevelop key relationships with new & existing investors to drive new business and keep them up to date.Analyse, evaluate, and develop a tailored relationship strategy for each client.Coordinate with the operations team and assist clients in their investment...

  • Financial Collector Specialist

    2 weeks ago

    Chennai, Bengaluru / Bangalore, India beBeeAccountant Full time ₹ 3,00,000 - ₹ 6,00,000

    Job Opportunity: Financial Collector SpecialistWe are seeking an experienced Financial Collector Specialist to join our team in India. The ideal candidate will be responsible for effectively managing accounts receivable, ensuring timely payments, and maintaining positive client relationships.Responsibilities:Manage and follow up on accounts receivable to...

  • Senior Mutual Fund Specialist

    6 days ago

    Bengaluru / Bangalore, Tumkur, India beBeeMutualFund Full time ₹ 1,04,000 - ₹ 1,30,878

    Relationship Manager Job DescriptionWe are seeking a skilled professional specializing in Mutual Funds to join our team. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with clients to...

  • Relationship Manager

    4 days ago

    Bengaluru, Karnataka, India Rupeeboss Financial Services Pvt Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company Description aims to be India's preferred destination for a wide range of loan products, including retail, SME, and credit card products. We offer the best terms for personal loans, home loans, car loans, working capital, SME loans, and business loans. With partnerships with leading banks and NBFCs across India, we have both online and offline...

  • Financial Portfolio Manager

    7 days ago

    Bengaluru / Bangalore, Tumkur, India beBeeReceivable Full time ₹ 1,04,000 - ₹ 1,30,878

    Branch Receivable Officer We are seeking a highly skilled and experienced Branch Receivable Officer to join our team. The ideal candidate will have a strong background in the BFSI industry, with expertise in managing receivables and collections.Roles and Responsibilities: Receivables Management: Manage and oversee the branch's receivable portfolio, ensuring...

  • Relationship manager

    4 days ago

    Bengaluru, Karnataka, India Novel Financial Solutions. Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    We're Hiring: Relationship Manager – Home Loans | BangaloreLocation:Bangalore (No relocation allowed – local candidates only)We are looking for adynamic Relationship Managerwith strong expertise inHome Loan salesand excellent connections with DSAs.EligibilityMinimum2–3 yearsof experience in Home Loan Sales / Financial Product SalesCandidates with6...

  • Insurance Relationship Specialist

    2 weeks ago

    Ahmedabad, Bengaluru / Bangalore, India beBeeClientRelationship Full time

    Job Title: Insurance Relationship Specialist">About the Role: We are seeking a skilled Insurance Relationship Specialist to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients.">Key Responsibilities:">Serve as the primary point of contact for clients, addressing inquiries,...