Senior Client Relationship Specialist

1 week ago


Mumbai Mumbai City Navi Mumbai, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000
Relationship Manager Customer Engagement

This role focuses on developing and maintaining strong customer relationships to drive sales growth and revenue expansion.

  • Generate fresh leads through referrals, expanding the client base and enhancing business opportunities.
  • Upsell mutual fund products to high net worth individuals, providing tailored investment solutions that meet their specific needs.
  • Profile customers to offer bespoke financial services and enhance client relationships.
  • Deliver exceptional service to both retail and high net worth clients, ensuring a high level of satisfaction and loyalty.
  • Provide comprehensive investment planning and advice, helping clients achieve their financial goals.
Required Skills and Qualifications
  • Experience in mutual fund sales with a proven track record of success.
  • Ability to build and maintain strong relationships with high net worth clients.
  • Strong knowledge of mutual funds and ability to communicate complex information to clients.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • NISM certification is preferred but not mandatory.


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