Financial Partnership Specialist

2 days ago

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

We 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 services.
  • Business Development: Identify and pursue potential customers through networking, referrals, cold calling, and sales presentations to expand the client base.
  • Product Expertise: Stay up-to-date with our liability products, articulating their benefits and features to clients.
  • Needs Assessment: Conduct thorough financial needs analysis for clients to recommend suitable products and services.
  • Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on client needs.
  • Performance Targets: Work towards achieving individual and team performance targets set by management.
  • Regulatory Compliance: Ensure compliance with internal and external regulatory guidelines while handling customer information.

Requirements:
  • Education: Any Graduate (UG) or Postgraduate (PG).

Our ideal candidate will be a highly motivated professional with excellent communication skills and a proven track record in building strong client relationships. If you have a passion for delivering exceptional results and exceeding expectations, we encourage you to apply.

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