Financial Services Expert

2 days ago

Udaipur Pune Cochin Kochi Ernakulam, India beBeeExpertise Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Financial Services Expert

We are seeking a highly skilled and experienced Financial Services Expert to join our team. The successful candidate will be responsible for providing exceptional customer service, identifying opportunities to grow business and enhance relationships with high net worth individuals.

The ideal candidate will have a deep understanding of financial markets, products and services, as well as excellent communication and interpersonal skills.

The role will involve:

  • Managing the portfolio of high net worth clients to de-risk against attrition and achieve stability of book
  • Achieving targets set in terms of product mix and managing key performance indicators at the highest level
  • Providing professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth
  • Focusing on analysis and satisfaction of HNI customers' financial, banking, investment and business needs and objectives

The successful candidate will be able to work effectively in a fast-paced environment, manage multiple priorities and deadlines, and maintain confidentiality and discretion at all times.

We offer a competitive salary and benefits package, as well as opportunities for career development and advancement.

Requirements:

  • Strong understanding of financial markets, products and services
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a fast-paced environment
  • High level of integrity and discretion

Please submit your application, including your resume and a cover letter outlining your experience and qualifications.

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