Senior Client Acquisitions Specialist

2 days ago


Bengaluru Bangalore Chennai Mumbai, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Job Description:

We are seeking a seasoned professional to fill the role of Client Relationship Specialist. In this capacity, you will be responsible for handling high net worth clients and generating revenue through equity broking and other investment products.

Key Responsibilities:

- Handling NRI HNI clients with expertise in equity derivatives and other wealth products

- Achieving business targets by acquiring new clients, enhancing client relationships, and upgrading existing ones

- Profiling clients and suggesting financial products tailored to their risk appetite

Required Skills and Qualifications:

- 3+ years of sales experience in investment products like mutual funds, PMS, AIF, and stock broking

- NISM Series - VIII (Equity Derivatives) certification

Benefits:

- Opportunities for career growth and professional development

- Collaborative work environment with experienced professionals

Others:

- Stay abreast of market trends and economic indicators to provide expert advice to clients

- Regularly follow up with clients and handle their queries efficiently



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