Senior Client Engagement Specialist

2 days ago


Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 60,00,000

Job Position

We seek a seasoned Client Engagement Specialist to spearhead client relationships and deliver exceptional customer experiences.

Responsibilities:

  • Act as the primary liaison for a portfolio of high-net-worth clients, providing tailored solutions to meet their banking and investment needs.
  • Develop and maintain deep knowledge of financial products, including NRI accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain proactive communication with clients through regular 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 client acquisition drives, events, and outreach programs as needed.

Qualifications:

  • Bachelor's degree or higher
  • 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.

Required Skills:

  • Knowledge of NRI financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication


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