Client Associate

2 days ago


Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

About this Role

We are seeking a seasoned Client Associate to join our team. The ideal candidate will have a strong background in NRI banking and financial services.

Job Description:

The successful candidate will be responsible for managing client relationships, understanding their banking and investment needs, and providing expert advice on a wide range of financial products.

  • Act as the primary point of contact for a portfolio of clients, building strong rapport and trust through regular communication.
  • Provide personalized service, offering tailored solutions to meet clients' unique goals and objectives.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.

Qualifications and Skills:

To excel in this role, you will need:

  • Bachelor's degree in a relevant field
  • Minimum 2 years of experience in NRI banking, wealth management or financial services
  • Strong knowledge of financial products relevant to NRI clients
  • Excellent client engagement and customer service skills

What We Offer:

  • A dynamic work environment that fosters growth and learning
  • A competitive compensation package and benefits

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