Strategic Client Liaison

3 days ago

Guwahati, Assam, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000
Job Profile

We are seeking a skilled Relationship Associate to join our dynamic team.


Key Responsibilities:
  • Establish and maintain strong client relationships to ensure customer satisfaction and drive business growth.
  • Support and manage client relationships, including interacting with clients to understand their financial needs, providing personalized service, addressing inquiries or concerns, and offering suitable solutions or recommendations.
  • Oversee client accounts, including opening new accounts, updating account information, and processing transactions.
  • Provide fundamental financial guidance and advice to clients, explaining investment options, discussing risk tolerance, and helping them make informed decisions based on their financial objectives.
  • Identify opportunities to offer additional products or services to existing clients, analyzing client needs and suggesting relevant solutions that align with their financial goals.

Requirements:
  • A deep understanding of the financial industry.
  • The ability to explain product features, benefits, and associated risks to clients.

Role Overview:

The ideal candidate will have a passion for building strong relationships with clients and a deep understanding of the financial industry. They should be able to work effectively in a fast-paced environment and prioritize multiple tasks and responsibilities.

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