Client Engagement Specialist

10 hours ago

Bellary, Karnataka, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 15,00,000

Job Title: Relationship Manager

About the Role:

  • The candidate will be responsible for client acquisition and managing the overall client relationship.
  • They must ensure they achieve the target.
  • Engaging with customers to enrich the relationships and garner higher wallet share from the client.
  • Covering all relationships through customer engagements and risk profiling.
  • Identifying potential customers who can be sold tailored products to enhance product penetration.
  • Acquiring new customers through converting referral leads.
  • Providing complete and comprehensive information on products, services, charges, etc., proactively to the customer and ensuring the best services are provided to them.
  • Having relevant experience in the financial services industry.
  • Proven people, business, and client relationship handling skills.
  • Having a pleasing personality and effective communication skills.
  • Ability to engage sizable clients.
  • Strong persuasion skills.
  • Deal closure ability.
  • Understanding, anticipating and reacting to competitive market requirements, industry opportunities and constraints.

Key Responsibilities:

  • Generating Leads for Financial Product Distributor.
  • Coordinating / Conducting Business Opportunity Session to upcoming / Existing FPDs.
  • Assisting new FPDs to clear NISM Exams.

Business Development Objectives:

  • Providing Trainings to Partners on Product availability.
  • Preparing Business Development Plans for partners and training them to achieve via Joint Calls, Conducting Client Meeting, Asset Allocation with Product Diversifications.
  • Establishing Strong relationships with Partners, IFA in the assigned geography and providing right communication on Products, Solutions, and services, which helps in their business growth.
  • Providing the right information and Coordinating / Conducting regular Partner Meetings to enable their knowledge.

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