Relationship Builder

1 week ago


Chennai, Tamil Nadu, India beBeeAnalytical Full time ₹ 8,00,000 - ₹ 12,00,000
Client Advocate

Summary of Key Responsibilities:

  • Bolster relationships with clients to understand their financial objectives.
  • Conduct thorough client assessments to comprehend their current financial status and aspirations.
  • Develop customized financial solutions tailored to each client's distinct needs.

Job Description:

Key Job Responsibilities:
  1. Serve as a primary point of contact for existing and potential clients, providing exceptional customer service and ensuring prompt responses to queries.
  2. Collaborate with internal teams to ensure seamless delivery of services.
  3. Stay informed about market trends, competitor activity, and regulatory requirements to provide expert advice to clients.
Required Skills and Qualifications:
  • Excellent communication and interpersonal skills.
  • Ability to work in a dynamic environment and prioritize multiple tasks efficiently.
  • Outstanding analytical and problem-solving skills.

Benefits:

  • Competitive compensation package.
  • Ongoing training and professional development opportunities.
  • Chance to make a meaningful impact on clients' lives.


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