Senior Client Engagement Specialist

2 days ago


Kolkata, West Bengal, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 20,00,000

Job Title: Sr. Relationship Manager

The role is responsible for establishing and maintaining strong, long-lasting relationships with high-net-worth clients. This involves providing expert financial advice and personalized wealth management solutions.

Main Responsibilities:

  • Client Acquisition and Relationship Management:
  1. Address the investment requirements of high-net-worth individuals through exclusive product offerings and superior service delivery.
  2. Aquire and handle a group of high-net-worth clients.
  3. Profile customers and provide financial products to meet their needs.
  4. Cross-sell services to mapped broking clients and enhance customer profitability by capturing a larger share of wallet.
  5. Ensure profitability of the portfolio by generating high income per customer.
Marketing and Business Development:
  1. Assist in developing and implementing marketing plans for acquiring new customers in the corporate space.
  2. Acquire B2C or B2B clientele and build a portfolio.
  3. Collaborate with internal teams to ensure delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise:
  1. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

Qualifications:

  • Postgraduate/ Graduate in any discipline.


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