Strategic Client Engagement Manager

18 hours ago

Tiruchi, Tamil Nadu, India beBeeClient Full time US$ 6,00,000 - US$ 10,00,000

Unlock your potential as a Client Relationship Manager

About the Role

We are seeking an experienced and skilled Client Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining strong relationships with clients, aligning their financial strategies with their goals, and providing expert advice to ensure their portfolios meet their needs.

Key Responsibilities
  1. Client Development: Identify new business opportunities and develop strategies to acquire new clients
  2. Portfolio Management: Align client portfolios with their financial objectives, minimizing risk, cost, and tax while maximizing returns and volatility
  3. Service Excellence: Deliver exceptional service to clients, ensuring a 'wow' experience through proactive portfolio review and management
  4. Relationship Building: Foster strong relationships with clients, understanding their needs, and delivering tailored solutions
  5. Maintenance of Compliance: Ensure all services and analysis are provided with full ethics and adherence to regulatory requirements
Why Join Us?

As a Client Relationship Manager at our organization, you will have the opportunity to work with a diverse range of clients, develop your skills and knowledge, and be part of a dynamic and supportive team environment. We offer a comprehensive benefits package, including professional development opportunities, flexible working arrangements, and a competitive salary.

Requirements
  • Minimum 3 years of experience in Client Relationship Management or a related field
  • Strong communication and interpersonal skills
  • Ability to analyze complex financial data and provide expert advice
  • Strong problem-solving and negotiation skills
  • Proficiency in Microsoft Office Suite and other relevant software

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