Strategic Financial Partnerships Specialist

2 days ago

Mayiladuthurai Cuddalore, India beBeeInvestment Full time

We are seeking a Relationship Manager specializing in Mutual Funds to join our team. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships.

  • Client Relationship Management:
  • Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.

Sales & Business Development:

  • Identify new business opportunities through networking, referrals, and other channels.
  • Meet and exceed sales targets consistently by selling mutual fund products.

Job Requirements

  • Experience & Knowledge:
  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
  • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Skills:
  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong analytical and decision-making skills, with attention to detail and accuracy.
  • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.
  • The ability to work effectively in a fast-paced environment and meet sales targets.

  • Client Partnerships Specialist

    3 days ago

    Chidambaram, Cuddalore, Mayiladuthurai, India beBeeRelationship Full time

    We are seeking a seasoned professional to fill the role of Client Partnerships Specialist. This position involves developing and maintaining strong relationships with clients to understand their financial goals and provide tailored investment solutions.Key Responsibilities:Conduct thorough needs analysis to identify client requirements and offer personalized...

  • Chief Financial Portfolio Manager

    1 week ago

    Cuddalore, Mayiladuthurai, India beBeeReceivable Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Overview">As a senior finance professional, you will be responsible for leading the branch's receivable management function to ensure timely payments and minimize bad debts.">Key ResponsibilitiesDevelop and implement strategic plans to improve collection efficiency and reduce delinquencies.Collaborate with cross-functional teams to identify and mitigate...

  • Micro Mortgage Specialist

    1 week ago

    Mayiladuthurai, Cuddalore, India beBeeMortgage Full time ₹ 6,00,000 - ₹ 12,00,000

    Relationship ManagerWe are seeking an experienced Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue.Client Relationship Management:Ensure timely payment...

  • Empowering Women Entrepreneurs through Strategic Enterprise Lending

    3 days ago

    Cuddalore, Chennai, India beBeeEntrepreneur Full time ₹ 4,00,000 - ₹ 8,00,000

    Enterprise Lending Specialist RoleAs an Enterprise Lending Specialist, you will play a pivotal role in empowering aspiring women entrepreneurs by providing them with access to financial resources and banking services.The primary responsibility of this position is to identify and engage potential customers, assess their business requirements, and offer...

  • Mutual Funds Specialist

    1 week ago

    Mayiladuthurai, Cuddalore, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to specialize in mutual fund sales. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships.Key Responsibilities:Client Relationship Management:Develop and maintain long-lasting...

  • Building Strong Client Relationships

    2 days ago

    Mayiladuthurai, Tamil Nadu, India beBeeRelationship Full time

    Job OverviewWe are seeking a seasoned Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining strong relationships with existing clients to drive business growth.Key ResponsibilitiesIdentify new business opportunities and expand the client base through strategic networking and partnership...

  • Business Growth Specialist

    1 week ago

    Cuddalore, Tamil Nadu, India beBeeMicrofinancier Full time ₹ 1,04,000 - ₹ 1,30,878

    **Role Summary:**We are seeking a results-driven Financial Services Specialist to join our team.This exciting opportunity will see you leading business growth through effective team management, strategic planning and implementation. You will be responsible for driving business expansion into new regions, identifying opportunities for geographical growth and...

  • Accountant

    7 days ago

    Mayiladuthurai, Tamil Nadu, India Building Doctor Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Responsibilities:* Ensure compliance with tax laws & deadlines* Prepare financial reports & manage budgets* Maintain accurate records & reconcile accounts* Collaborate with Director on strategic planning* All the accounts related works included.Annual bonus

  • Financial Solutions Specialist

    2 weeks ago

    Mayiladuthurai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Key Roles and Responsibilities:

  • Mutual Fund Specialist

    3 days ago

    Mayiladuthurai, Tamil Nadu, India beBeeInvestment Full time

    Secure Your Financial Future as a Relationship ManagerWe are seeking an experienced professional to build and maintain strong client relationships in the BFSI industry. The ideal candidate will possess a deep understanding of financial markets, products, and regulations.Develop and maintain effective relationships with clients to understand their financial...