Strategic Client Relationship Manager

2 days ago


Raipur, Chhattisgarh, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 35,00,000
Client Relations Specialist Role

The Client Relations Specialist is the primary point of contact between our organization and clients. This role necessitates a strong analytical mindset, excellent communication skills, and the ability to work effectively in teams.

Key Responsibilities:
  • Establish and maintain high-value relationships with clients by delivering exceptional services.
  • Develop and implement comprehensive financial strategies tailored to clients' needs.
  • Advise clients across various asset classes and manage their overall financial portfolios.
  • Monitor market trends and investment opportunities to determine suitability for clients' portfolios.
  • Collaborate with product and research teams to make informed investment decisions.
Requirements:
  • Minimum 3-4 years of stability in previous roles.
  • Experience working in Private Banks/Wealth Management setups.
  • Strong analytical skills and team collaboration abilities.
  • Excellent communication and interpersonal skills.

This role demands an individual who can build strong client relationships, provide expert advice, and drive business growth through innovative solutions.



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