Senior Client Relationship Manager

1 day ago

Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000

Client Relationship Specialist Job Summary

We are seeking a highly skilled professional to fill the role of Client Relationship Specialist. The primary focus of this position is on lead qualification, client engagement, addressing inquiries, and coordinating meetings with business development teams for seamless sales conversions.

Main Responsibilities:

  • Engage with leads through phone calls, emails, and follow-ups to address queries and understand their investment needs.
  • Evaluate and qualify leads based on their investment size, financial goals, and product interests.
  • Coordinate and schedule meetings between qualified prospects and business development teams for successful sales conversion.
  • Maintain consistent communication with prospects through various channels to enhance conversion rates.
  • Update lead status, conversion progress, and client interactions in our CRM system.
  • Contribute to business growth by supporting client acquisition and revenue goals.
  • Stay informed about market trends and investment products through collaboration with our research team.
  • Ensure effective communication and timely follow-ups to deliver exceptional client experiences and build long-term relationships.

Required Skills and Qualifications:

  • Knowledge of equity, PMS, AIF, and investment products.
  • Experience in customer interaction, lead qualification, and financial advisory support.
  • Strong communication and problem-solving skills with the ability to handle customer queries efficiently.
  • Proficiency in CRM tools, email communication, and client management.
  • Ability to work in a fast-paced environment with attention to detail.

Benefits:

  • Competitive salary package.
  • Ongoing training and development opportunities.
  • Collaborative and dynamic work environment.

About the Role:

  • This is an exciting opportunity for a motivated individual to join our team as a Client Relationship Specialist.
  • The successful candidate will have excellent communication skills, a strong work ethic, and the ability to work effectively in a team environment.
  • We offer a competitive salary package, ongoing training and development opportunities, and a collaborative and dynamic work environment.

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