Chief Client Liaison

5 days ago


Dehra Dūn, Uttarakhand, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Senior Relationship Manager

This role involves driving sales and revenue growth by managing key client relationships. Key responsibilities include:

  • Upselling products to existing clients from an assigned database.
  • Generating new business opportunities through referrals.
  • Achieving sales targets by providing expert investment advice.
  • Providing customized financial solutions that meet clients' specific needs.
  • Ensuring exceptional customer service, particularly for high-net-worth clients.
  • Delivering comprehensive investment planning and advice.

Key Skills & Qualifications:

  • Proven experience in mutual fund sales.
  • Strong ability to manage complex client relationships.
  • In-depth knowledge of the mutual fund industry.
  • Excellent communication and interpersonal skills.
  • NISM certification is highly desirable.


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