Client Relationship Associate

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

Company name: Ubiquitous Beverages LLP ( Brand name - Frutta)Company details: Ubiquitous Beverages (Brand name: FRUTTA ) is a startup by alumni from Indian Institute of Management, Ahmedabad (IIMA) . We help provide convenience and flexibility to corporates by aggregating speciality kitchens and provide a portfolio of categories ranging from food,...

**Designation - Client Relationship Executive / Officer ( No Field Job)** **Qualification - Graduation/ MBA** 1. _To meet incoming venue clients and analyze their financial planning needs._ 2. _To present financial product presentation to clients based on their requirement and sugg_ - est best product and convince client on same._ 3. _To collect policy...

A leading mid-market Audit, Accounting, Assurance and Business Advisory firm is looking for a junior qualified audit consultant to join their team in London from India.The firm offers a nurturing and collaborative working culture and provides an environment where people are highly valued. It has clearly defined career pathways to empower you to manage your...

JOB DESCRIPTION Job Title: Relationship Associate 5 Reporting To: Centre Manager Department: Strategic Alliances - DCB

Company Description Wise is a B2B SaaS and EdTech startup that gives online teaching businesses every tool they need to thrive in a competitive marketplace. Website Link Role Description This is a full-time on-site role for a Business Development Associate. The Business Development Associate will be responsible for lead generation, market research, and deal...

Relationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...

Relationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included. Client Relationship Management Serve as the primary point of contact for clients, building and maintaining strong relationships. Address and resolve client concerns promptly to ensure...

Assistant Client Relationship Officer – Corporate  Location: Bangalore  Schedule – 45hrs per week Hybrid Your Opportunity:  The Assistant Client Relationship Officer, Corporate has responsibility to assist the broader corporate team in their duties to fulfil the full corporate administration of a portfolio of companies...

Key Responsibilities: Generate a pipeline of high-value prospects. Handle relationship management and issue resolution. Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity. Engage with the client following the sales process and practices defined for that opportunity. Establish...

Key Responsibilities: Generate a pipeline of high-value prospects. Handle relationship management and issue resolution. Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity. Engage with the client following the sales process and practices defined for that opportunity. Establish...

Job Description: 1. Generate a pipeline of high-value prospects. 2. Handle relationship management and issue resolution. 3. Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity. 4. Engage with the client following the sales process and practices defined for that opportunity. 5....

Job Description:1. Generate a pipeline of high-value prospects.2. Handle relationship management and issue resolution.3. Prepare activities utilizing available tools, reports, action items and business insightsto enable a productive sales activity.4. Engage with the client following the sales process and practices defined for thatopportunity.5. Establish and...

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers Job Summary The primary responsibility of the associate is to ensure all client KYC records are compliant with regulatory standards, and to drive high quality and timely completion of all client-level due diligence...

Relationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...

Operations client service - Associate Who we are looking for: This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting's. ...

Position Name Sr Relationship ManagerLocation BangaloreExperience Range 12 17 years Salary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing...

To give proper financial presentation to all walk in clients on daily basis To attend various training programs for development of product knowledge Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients

Position – Client Relationship Manager (Female) Location – Mumbai (Andheri) Job Description: 1.Inbound call canter experience is required 2.Emails and chats process experience can be considered. 3.Excellent communication, written English, Interpersonal & communication skills. 4.Co-ordinate with other team members & departments to optimize better customer...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...