Senior Relationship Specialist

3 days ago

Bhopal, Madhya Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

Elite Client Partners

We are seeking a seasoned relationship manager to join our team. The ideal candidate will possess a Post Graduate degree and 4-6 years of experience in Acquisition/Relationship Management.

About the Role:

  • Aquisition of new customers and increase book size.
  • Establish strong relationships with new & existing clientele to generate new business and solicit referrals.
  • Cross sell and up-sell of banking products, assets, and digital channels.
  • Provide research-based investment advice and cater to clients' investment needs.
  • Manage client portfolios and offer investment solutions.
  • Interfacing all queries of clients and understanding their investment needs.
  • Investment advisory to new and existing clients and achieve revenue targets.
  • Promote high-quality sales, supply, and customer service processes.
  • Provide market feedback on new products, pricing, and competitor activity.

Requirements:

  • Post Graduate degree.
  • 4-6 years of experience in Acquisition/Relationship Management.
  • Good local network and knowledge of insurance & investment products.
  • Proven capacity to aim on revenue targets and handle multitasking.
  • Strong communication skills.

Key Responsibilities:

  • Generate new business through effective client relationships.
  • Serve as an expert advisor for investment and financial matters.
  • Build long-term partnerships with valued clients.

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