Client Advisor Support
2 weeks ago
As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing processRequired qualifications, capabilities, and skills
Graduate / Post graduate degree from a reputed institute with 2 to 4 years of experience Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise First-hand experience creating PowerPoint and Tableau Dashboards Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams. Strong understanding of the needs and sensitivities of client managementPreferred qualifications, capabilities, and skills
Private Banking / Asset & Wealth Management knowledge a plus. Able to work under minimal supervision; adaptable to work in demanding environment Detail-oriented and results-focused-
Client Advisor
1 month ago
Mumbai, India IC&Partners Full timeLa nostra **sede di Mumbai, India**, sta cercando una risorsa giovane, determinata ed intraprendente da inserire nel team di Finance and Administration come Client Advisor. Requisiti: - Laurea specialistica in economia e commercio e preferibilmente MBA. - 2-4 anni di esperienza professionale presso studio di commercialisti o società di...
-
India Client Advisor
1 month ago
Mumbai, Maharashtra, India Amplifon Group Full time**Job Purpose**:Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above mentioned roles and responsibilities. **Job Specification**: **Front Desk Maintenance**: - Handle customers at the front desk. If...
-
Sales Advisor
1 month ago
Andheri, Mumbai, Maharashtra, India NEET ADVISOR PVT. LTD. Full time**NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for helping their students in...
-
Customer Service Advisor
1 month ago
Andheri East, Mumbai, Maharashtra, India NEET ADVISOR PVT. LTD. Full time**NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for helping their students in...
-
Gucci Client Advisor
1 month ago
Mumbai, India Groupe Kering Full timeSummary Job Family Group Description - Sales / Omni-Channel: Combines all positions within the different sales channels: retail, wholesale and e-commerce. Also includes all activities to support store management. Job Family Description -Retail Selling: Represents the brand to clients. Guides them at every stage of the buying journey. Provides support on...
-
Customer Support Advisor
4 weeks ago
Andheri West, Mumbai, Maharashtra, India City Credit Management LLP Full time**Post** : Customer Support Advisor - **Experience**: 2 + years - **Job Location** : Andheri (W) (Veera Desai Road) **Roles & Responsibilities**: - Provide accurate information about our debt management services. - Assist clients in understanding the debt management process and available options. - Work with clients to gather necessary information and...
-
Customer Support Advisor
4 weeks ago
Andheri West, Mumbai, Maharashtra, India City Credit Management LLP Full time**Post** : Customer Support Advisor **Experience**: 2 + years **Job Location** : Andheri (W) (Veera Desai Road) **Roles & Responsibilities**: - Provide accurate information about our debt management services. - Assist clients in understanding the debt management process and available options. - Work with clients to gather necessary information and...
-
Client Advisor
1 week ago
Mumbai, India Bulgari Full timeJob responsibilities Your mission is to provide an inspirational, luxurious shopping experience, maximizing every sales opportunity. Support peers and colleagues in efficient running of the boutique. Demonstrate excellent product knowledge and drive to achieve store targets: Welcome all clients/prospects entering the store for whatever reason...
-
Client Advisor
1 week ago
mumbai, India Bulgari Full timeJob responsibilities Your mission is to provide an inspirational, luxurious shopping experience, maximizing every sales opportunity. Support peers and colleagues in efficient running of the boutique. Demonstrate excellent product knowledge and drive to achieve store targets: Welcome all clients/prospects entering the store for whatever reason...
-
GUCCI Client Advisor
2 months ago
Mumbai, India Luxury Goods Retail Pvt. Ltd. Full timeDescription Role Mission If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond The Gucci Client Advisor is responsible for providing our customers with exceptional service by meeting their...
-
GUCCI Client Advisor
1 month ago
mumbai, India Luxury Goods Retail Pvt. Ltd. Full timeDescription Role Mission If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond The Gucci Client Advisor is responsible for providing our customers with exceptional service by meeting...
-
Saint Laurent Client Advisor
1 month ago
Mumbai, India Groupe Kering Full timeSummary ABOUT SAINT LAURENT: Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prêt-à-porter in a 1966 collection called ‘Rive Gauche’, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the sociocultural landscape. In 1999,...
-
Equity Advisor
1 month ago
Mumbai, India Onesource Atreus Full timeEquity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...
-
Client Service Support Special
3 days ago
Mumbai, India JPMorgan Chase Bank, N.A. Full timeAs a Client Service Support Specialist you will be responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Support Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach...
-
Customer Support Executive
5 days ago
Andheri East, Mumbai, Maharashtra, India NEET ADVISOR PVT. LTD. Full time**Customer Support Executive** required in one of the leading career counselling company named as "**NEET ADVISOR PRIVATE LIMITED**" We play a crucial role in guiding and supporting students who are preparing for the National Eligibility cum Entrance Test (NEET). **Job Functions**: - Career Counselling, Public speaking **AGE CRITERIA**: - **21- 30...
-
SAINT LAURENT Client Advisor
2 months ago
Mumbai, India RW RETAIL PRIVATE LIMITED Full timeDescription PURPOSE OF THE POSITION: A Client Advisor contribute actively to the store sales and key indicators achievement. They are providing a unique, memorable, sophisticated, and everlasting experience to all external and internal clients. They also support the management team and colleagues while consistently upholding our Maison values,...
-
SAINT LAURENT Client Advisor
1 month ago
mumbai, India RW RETAIL PRIVATE LIMITED Full timeDescription PURPOSE OF THE POSITION: A Client Advisor contribute actively to the store sales and key indicators achievement. They are providing a unique, memorable, sophisticated, and everlasting experience to all external and internal clients. They also support the management team and colleagues while consistently upholding our Maison...
-
Customer Support Executive
2 days ago
Andheri East, Mumbai, Maharashtra, India NEET ADVISOR PVT. LTD. Full time**Customer Support Executive** required in one of the leading career counselling company named as "**NEET ADVISOR PRIVATE LIMITED**" We play a crucial role in guiding and supporting students who are preparing for the National Eligibility cum Entrance Test (NEET). **Job Functions**: - Career Counselling, Public speaking **AGE CRITERIA**: - **21- 30...
-
Client Advisor
2 weeks ago
Andheri, Mumbai, Maharashtra, India Y-AXIS OVERSEAS CAREERS Full timeRoles and Responsibilities: - Identify and research potential markets and target customers in international regions. - Develop and implement effective sales strategies to penetrate international markets and achieve sales targets. - Build and maintain strong relationships with international clients, distributors, and partners. - Conduct market analysis and...
-
Insurance Advisor
1 month ago
Mumbai, India Hamari Awaaz Charitable Trust Full time**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...