Financial Partnership Specialist

2 days ago


Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000
About the Role

This is an exciting opportunity to develop and nurture strong professional relationships with clients, understanding their financial objectives, needs, and preferences.

  • Acquire in-depth knowledge of liability-based financial products and services, staying up-to-date on market trends and industry developments.
  • Develop and implement effective sales strategies to identify potential clients, generate leads, and convert prospects into loyal customers.
  • Conduct thorough financial needs assessments for clients, analyzing their financial situations and offering tailored solutions that align with their objectives.
  • Present and explain the benefits of liability products and services, addressing client inquiries, and overcoming objections.
  • Identify opportunities for cross-selling and upselling additional financial products and services to clients based on their individual profiles and requirements.
  • Maintain high sales performance by consistently meeting or exceeding sales targets and quotas set by the organization.
Key Responsibilities
  • Client Relationship Management: Develop and maintain long-term relationships with existing and potential clients.
  • Product Knowledge: Stay up-to-date on liability-based financial products and services.
  • Sales Strategies: Develop and implement effective sales strategies.
  • Needs Assessment: Conduct thorough financial needs assessments for clients.
  • Cross-Selling: Identify opportunities for cross-selling and upselling.
Benefits

You will have the opportunity to work in a dynamic environment, expand your professional network, and generate new business leads.



  • Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job ProfileWe are seeking a skilled Associate to build strong relationships with existing clients, identify new business opportunities, and provide tailored financial solutions.Key Responsibilities:Client Relationship Management: Develop long-lasting relationships with existing clients to understand their financial needs and offer appropriate products and...


  • Bhopal, Madhya Pradesh, India beBeeAccounting Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Specialist JobWe're seeking a diligent and organized Financial Specialist to join our team.The ideal candidate will possess excellent financial management skills, strong attention to detail, and the ability to work independently with minimal supervision.Key Responsibilities:Record and reconcile financial transactions, journal entries, credit/debit...


  • Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Opportunity: Building Strategic PartnershipsAbout the Role:We are seeking a skilled relationship builder to join our team. The successful candidate will be responsible for identifying and maintaining strategic partnerships with existing and prospective clients, vendors, manufacturers, etc., to generate business leads and achieve growth targets.Liaising...


  • Bhopal, Madhya Pradesh, India beBeeMachinery Full time ₹ 7,50,000 - ₹ 15,00,000

    Job Title: Machinery Finance SpecialistDescription:We are seeking a highly skilled Machinery Finance Specialist to join our team. In this role, you will be responsible for originating new business opportunities through various channels, including direct sourcing and partnerships with equipment manufacturers.You will manage existing customer relationships,...


  • Bhopal, Madhya Pradesh, India beBeeDigitalEngagement Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Digital Engagement SpecialistKey Responsibilities:Content Strategy Development: Develop and maintain a comprehensive content strategy across multiple social media platforms.Social Media Expertise: Manage social media platforms including Instagram, Facebook, LinkedIn, Twitter, and others. Maximize engagement and drive growth across all...


  • Bhopal, Madhya Pradesh, India beBeeDevelopment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Business Development SpecialistWe are seeking a seasoned Business Development Specialist to spearhead our growth strategy.Key Responsibilities:Sourcing new clients through strategic partnerships and referrals.Developing and maintaining relationships with mid-to-large corporate clients and infrastructure companies.Handling high-value clients with turnovers...


  • Bhopal, Madhya Pradesh, India beBeeDevelopment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Our mission is to elevate the socio-economic status of underprivileged communities through sustainable business models.The role entails forging strong relationships with key stakeholders to unlock the full potential of our initiatives, translating into tangible social and financial outcomes.We seek driven professionals who share our passion for creating a...


  • Bhopal, Madhya Pradesh, India Ewyde Innovative Solutions Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionEwyde Innovative Solutions is a leading provider of digital solutions, empowering businesses to thrive in an ever-evolving digital landscape. We specialize in SEO, SMO, bulk SMS, voice calls, content writing, and digital marketing campaigns to help businesses connect with their target audiences and achieve their goals. Our experienced team...


  • Bhopal, Madhya Pradesh, India PANIIT ALUMNI REACH FOR JHARKHAND FOUNDATION Full time

    PanIIT Alumni Reach for India Foundation (PARFI), a not-for-profit section 8 social enterprise, is committed to execute and scale self-sustainable business models that enhance incomes of the underprivileged sections. PARFI is managed by PanIITian professionals and domain experts and is overseen by a advisory board of PanIITians and invitees from various...


  • Bhopal, Madhya Pradesh, India beBeeRelationship Full time US$ 60,000 - US$ 1,20,000

    Job Description:The role of a Relationship Manager is to build and maintain strong, long-lasting relationships with clients. This involves understanding their financial needs and providing tailored solutions that meet their objectives.Develop and maintain a deep understanding of client needs and preferences.Identify new business opportunities and grow...