Client Relationship Expert

1 day ago


Madurai, Tamil Nadu, India beBeeRelationship Full time ₹ 30,00,000 - ₹ 60,00,000
Build Lasting Client Relationships

We are seeking a seasoned professional to join our team as a Relationship Manager. As a key member of our NRI Services division, you will be responsible for building and maintaining strong relationships with our portfolio of clients.

About the Role:

  • You will act as the primary point of contact for our NRI clients, understanding their banking and investment needs.
  • Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
  • Participate in NRI client acquisition drives, events, and outreach programs as needed.

Key Responsibilities:

  • Client Engagement and Relationship Management
  • Financial Product Knowledge and Advisory
  • Effective Communication and Interpersonal Skills

Requirements:

  • Bachelor's degree
  • A 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
  • Strong interpersonal and communication skills

Benefits:

  • A learning, collaborative, and cordial environment
  • A work-life integrated culture
  • Career progression plan aligned with company goals
  • An opportunity to directly interact with management and work under their mentorship
  • To feel valued and appreciated for your contributions to the organization


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