Senior Client Advisor

2 weeks ago


Cochin, Kerala, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

About This Opportunity

This role is responsible for managing a portfolio of NRI clients, understanding their banking and investment needs.

Responsibilities include:

  • Serving as the primary point of contact for NRI clients
  • Providing insights on financial products including NRI accounts, deposits, mutual funds, insurance, and investment options
  • Maintaining proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty
  • Identifying opportunities for cross-selling and up-selling financial products based on client profiles and goals
  • Collaborating with internal teams to ensure seamless processing of client requests and resolution of issues
  • Participating in NRI client acquisition drives, events, and outreach programs as needed

Qualifications:

  • Bachelor's degree in a relevant field
  • Minimum 2 years of experience in NRI banking, wealth management, or financial services
  • In-depth knowledge of financial products relevant to NRI clients
  • Excellent client engagement and customer service skills
  • Strong interpersonal and communication skills

Key Skills:

  • Knowledge of NRI financial regulations and products
  • Client relationship management and engagement
  • Customer interaction and communication


  • Cochin, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Financial Planning ProfessionalWe seek an experienced Financial Planning professional with exceptional relationship-building skills to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and...

  • Course Advisor

    1 week ago


    Cochin, Kerala, India Alliance 360 Employment Services Full time ₹ 20,000 - ₹ 28,00,000 per year

    Job OverviewAlliance 360 is seeking motivated and energetic Course Advisor to join our growing team. This is a ideal for individuals who are confident, target-driven, and eager to earn based on performance. You will be responsible for reaching out to potential clients, introducing our services, and converting leads into business opportunities.Key...

  • Legal Advisor

    2 weeks ago


    Cochin, Kerala, India Phenomenal HR Full time ₹ 15,000 - ₹ 1,80,000 per year

    Job Title: Legal Advisor (Fresher) – Male CandidateLocation: Broadway, ErnakulamSalary: ₹15,000 – ₹18,000 per monthJob Type: Full-TimeIndustry : Paper distributionJob Summary:We are looking for a proactive and well-spoken Legal Advisor (Fresher) to join our team. The ideal candidate should possess excellent communication skills, be comfortable with...


  • Cochin, Kerala, India beBeeWealth Full time ₹ 55,00,000 - ₹ 65,00,000

    Job TitleSenior Executive Sought for Prestigious Wealth Management Role.About the PositionWe are seeking an experienced Senior Vice President to manage a portfolio of high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions.This is an individual contributor role requiring a strong personal...

  • TPRM Advisor

    2 weeks ago


    Cochin, Kerala, India ISG (Information Services Group) Full time

    Website: Leading Global Technology Research & Advisory Firm | ISG (isg-one.com) Wanted: dynamic and creative individuals ready to connect with a like-minded team. You'll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesn't mean you've got to go it alone. Over...

  • Senior Law Advisor

    2 weeks ago


    Cochin, Kerala, India beBeeLegality Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Legal Officer RoleThe Legal Officer role involves providing expert legal counsel, ensuring compliance with laws and regulations, managing litigation, drafting and reviewing legal documents, and advising on policy development to protect the University's interests. This position requires maintaining legal integrity within the institution by handling legal...


  • Cochin, Kerala, India Guidance Plus Private Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionGuidance Plus Private Limited, with over a decade of experience, is a leading study abroad consultancy based in Kochi, Kerala. We provide comprehensive solutions for students aspiring to study in countries such as the United States, the UK, France, Germany, Ireland, New Zealand, Canada, and Australia. Our expertise and dedication help...


  • Cochin, Kerala, India beBeeContractLaw Full time ₹ 6,00,000 - ₹ 8,00,000

    **Job Opportunity:** Legal Associate RoleThis is a full-time on-site position located in Kochi for an Associate with 2+ years of experience.The successful candidate will be responsible for day-to-day legal tasks, client communication, case research, drafting legal documents, and supporting senior attorneys.Key Responsibilities:Day-to-day legal tasks and case...

  • Academic Advisor

    1 week ago


    Cochin, Kerala, India beBeeAcademicAdvisor Full time ₹ 2,16,000 - ₹ 4,50,000

    Job Title:"Academic Advisor - Education and Training",">Join our esteemed academic institution",Are you a highly motivated and experienced professional with a passion for education and training? Do you have a strong background in academic advising and a keen interest in helping students achieve their goals?We are currently seeking an Academic Advisor to join...


  • Cochin, Kerala, India beBeeAccountant Full time ₹ 2,50,000 - ₹ 4,00,000

    Financial Analysis and Advisory ProfessionalWe are seeking a detail-oriented financial analyst with 2-3 years of experience to join our team.This role offers an exceptional opportunity to gain hands-on experience in financial analysis, reporting, and strategic advisory.You will be mentored by experienced professionals and contribute to the delivery of...