Client Relationship Specialist

6 days ago


Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

As a seasoned professional in client relations, you will have the opportunity to build long-lasting connections with clients from diverse backgrounds and financial situations.

Key Responsibilities
  • Deliver exceptional customer experiences that meet and exceed client expectations.
  • Manage leads, coordinate appointments, and ensure timely closure of client requests.
  • Provide personalized support to clients as they navigate various life stages and financial milestones.
  • Bolster strong relationships by actively listening to clients' needs and aspirations.
  • Offer tailored investment solutions to help clients grow, manage, and protect their wealth.

Stay abreast of market trends, new product offerings, and current campaigns to provide informed guidance to clients.

Requirements
  • Possess a deep understanding of banking principles and sales strategies.
  • Exhibit exceptional communication, interpersonal, and relationship-building skills.
  • Demonstrate agility in adapting to new products and services.
  • Show awareness of market trends and benchmarking practices.
  • Have experience with management information and reporting.
  • Able to work efficiently in international environments.
  • Proven team player with excellent collaboration skills.
  • Motivated self-starter who identifies opportunities for growth.
  • Up holds high personal conduct and embodies the company's values.
Qualifications
  • Hold a graduate degree in any discipline (preferred).


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