Relationship Builder

1 day ago

Delhi, Delhi, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000
Client Relationship Expert

We are seeking a skilled Client Relationship Expert to join our team.

Job Description:

  • Establish and maintain strong, professional relationships with clients to understand their financial goals and provide tailored solutions.
  • Analyse client requirements and develop effective strategies to meet their needs.
  • Conduct regular reviews of client portfolios and provide guidance on investment opportunities.
  • Stay up-to-date with market trends and product offerings to ensure the highest level of service for clients.

Required Skills and Qualifications:

  • Excellent communication and interpersonal skills, with the ability to build trust with clients.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Knowledge of financial products and services, including life insurance, general insurance, fixed income, and mutual funds.
  • Ability to work effectively in a fast-paced environment and meet deadlines.

Benefits:

  • Opportunity to build a career in a dynamic and growing industry.
  • Competitive salary and benefits package.
  • Professional development and training opportunities.

Others:

  • Must be a confident and self-motivated individual, with a passion for delivering exceptional client service.
  • Must have excellent time management and organisational skills, with the ability to prioritise tasks effectively.

Product Knowledge:

  • Have a detailed knowledge of all products related to Life Insurance, General Insurance, Fixed Income, Mutual Funds, etc.
  • Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.
  • Have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.

Skills:

  • Social/Interpersonal Skills: Have excellent socializing and relation building skills. Communication should be very good.
  • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability.
  • Work to achieve targets: Has ability to deal with stress and follow procedures.
  • Has good emotional stability and conscientiousness when dealing with achieving targets.
  • Should always identify opportunities for greater profit.
  • Compliance: Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company.

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