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Strategic Account Developer

3 weeks ago

Nagpur, Maharashtra, India beBeeClient Full time ₹ 6,00,000 - ₹ 12,00,000
Client Relationship Manager Job Description

We are seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will play a crucial role in driving business growth by developing and maintaining strong relationships with our clients.

Key Responsibilities:
  • Acquire new clients by opening Demat Accounts and ensuring their initial funding.
  • Identify and engage potential clients through events, referrals, data, and cold calling.
  • Meet monthly/quarterly acquisition targets and contribute to our expansion strategy.
  • Onboard a minimum of 5 clients per month, each with ₹50,000+ initial investment capital.
  • Build strong, long-term relationships with clients and provide continuous support.
  • Cross-sell and up-sell financial products (Mutual Funds, Insurance, PMS, AIFs, Unlisted Shares).
  • Identify new market opportunities and contribute to business growth.
Requirements:
  • Bachelor's degree preferred (Finance/Commerce background is a plus).
  • NISM 8 is required.
  • Prior experience in client acquisition, sales, or financial services will be an advantage.
  • Strong communication & relationship management skills.
  • Hunger for growth, willingness to hustle, and a genuine interest in financial markets.
  • Location: Pune (Open to travel for client meetings).