Financial Relationship Manager

2 days ago

Amrāvati, Maharashtra, India beBeeRelationship Full time ₹ 45,00,000 - ₹ 60,00,000

Job Title:

An experienced Client Liaison will be responsible for managing relationships with our Non-Resident Indian (NRI) clients, providing them with expert advice on a wide range of financial products.

  • Key Responsibilities:
  1. The successful candidate will act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs through regular communication.
  2. They will provide inputs on financial products including NRI accounts, deposits, mutual funds, insurance, and investment options to help clients make informed decisions.
  3. Maintaining proactive communication is crucial in this role to foster engagement and loyalty among clients. This can be achieved through phone calls, emails, or virtual meetings.
  4. The ideal candidate will identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  5. Collaboration with internal teams is necessary to ensure seamless processing of client requests and resolution of issues in a timely manner.
  6. Participation in NRI client acquisition drives, events, and outreach programs may be required from time to time.
  • Qualifications:
  1. A Bachelor's degree is essential for this role.
  2. Minimum 2 years of experience in NRI banking, wealth management, or financial services is required.
  3. Strong knowledge of financial products relevant to NRI clients is necessary.
  4. Excellent client engagement and customer service skills are expected.
  5. Strong interpersonal and communication skills are also essential.
  • Requirements:
  1. Familiarity with NRI financial regulations and products is necessary.
  2. Client engagement and relationship management skills are crucial.
  3. Customer interaction and communication skills are also required.

About Us:

We are seeking a motivated and results-driven individual who is passionate about providing excellent customer service and building strong relationships with clients.

What We Offer:

We offer a competitive salary package, opportunities for growth and development, and a dynamic work environment that values innovation and teamwork.

  • Client Relationship Manager

    1 week ago

    Amrāvati, Maharashtra, India beBeeRelationshipManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key ResponsibilitiesWe are seeking a sales professional to join our team as a Client Relationship Manager. The ideal candidate will have a strong background in commercial vehicle finance and construction equipment finance, with excellent communication skills and the ability to negotiate effectively.Job RequirementsA minimum of 2+ years of experience in sales...

  • Business Relationship Manager

    1 week ago

    Amrāvati, Maharashtra, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 1,70,00,000

    Job Opportunity: Relationship ManagerWe seek an experienced professional to manage relationships with key clients and stakeholders.Key Responsibilities:Develop and maintain strong, collaborative relationships with clientsMonitor client accounts, follow up on outstanding issues, and provide regular updatesCollaborate with clients to develop sustainable...

  • Financial Management Specialist

    1 week ago

    Amrāvati, Maharashtra, India beBeeTreasury Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Treasury Operations Role OverviewAs a key member of the Treasury Operations team, you will be responsible for managing and optimizing short-term liquidity. This involves ensuring accurate and timely cash management to support global financial operations.The role entails managing daily cash tasks, including monitoring cash balances and bank reporting. You...

  • Senior Financial Advisor

    16 hours ago

    Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Financial Planner and Relationship Manager RoleWe are seeking a seasoned Certified Financial Planner (CFP) to serve as a trusted advisor for our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term...

  • Financial Manager

    2 days ago

    Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Financial ManagerThe Senior Financial Manager will oversee the financial planning, reporting, budgeting, compliance, and treasury functions of our organization. This role involves managing project accounting, ensuring adherence to statutory regulations, and supporting business growth through strong financial governance and cost control.Key...

  • Financial Management Leader

    13 hours ago

    Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 1,36,86,000 - ₹ 2,11,88,000

    Lead Investment Advisor Job DescriptionThe ideal candidate will have a strong background in wealth management, with a focus on sales and relationship-building. They will be responsible for managing a portfolio of high-net-worth clients, understanding their financial goals and risk tolerance to provide customized investment, insurance, and wealth planning...

  • Senior Financial Manager

    3 days ago

    Amrāvati, Maharashtra, India beBeeLeadership Full time ₹ 1,80,00,000 - ₹ 2,00,00,000

    Unit Finance DirectorAs the Unit Finance Director, you will be responsible for leading and managing the finance function to drive business growth and success.Key Responsibilities:Financial Planning and Control: Develop and manage financial plans and budgets to ensure accurate forecasting and reporting.Financial Reporting: Provide timely and accurate...

  • Relationship Manager

    6 days ago

    Amrāvati, Maharashtra, India TATA CAPITAL Full time

    Relationship Manager - CF Sales - Construction Finance - Sales - Mumbai - Lower Parel - MM

  • High Net Worth Relationship Manager

    16 hours ago

    Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000

    Affluent Wealth Relationship Manager Role OverviewAs a key member of our Private Banking team, the Affluent Wealth Relationship Manager plays a crucial role in building and maintaining strong relationships with high net worth individuals.Key Responsibilities:Meet and exceed sales targets for HNI/TPP and banking products by identifying opportunities and...

  • Relationship Manager

    2 days ago

    Amrāvati, Maharashtra, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 8,50,000

    Relationship BuilderWe are seeking a skilled Relationship Builder to join our team.About the Role:The Relationship Builder will be responsible for establishing and maintaining strong relationships with clients, identifying business opportunities, and delivering sales results. Key Responsibilities:Develop daily presentations showcasing our services and value...