Digital Wealth â?? Client Services Officer

We are looking to hireWealth Managerfor ourWealth & Asset Management division,who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should Initiate...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. Scope of Role · Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options. · Should...

**JOB ROLE: CLIENT SERVICING EXECUTIVE (DIGITAL MARKETING)** **COMPANY**: ThinkFirst Digital **COMPANY BRIEF**: Do you want to work in a fun, smart, and energetic environment where you will be challenged, rewarded and inspired? Come work with a creative set of enthusiasts who ideate and build innovative and customized solutions for our esteemed...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

Manager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...

Provide hands on support with delivery of digital campaigns. - Build long term associations with global clients and ensure customer satisfaction. - Provide solutions by finding ways and means cutting across functions by understanding their business objectives. - Manage delivery through management of work flow, resource requirement and quality of output. - 1...

We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...

About the internship:Selected intern's day-to-day responsibilities include: 1. Building strong relationship with clients2. Responsible for interacting with clients, understanding briefs, campaign planning and management.3. Briefing the internal team, including designers, editors, and copywriters, and determining the best utilization of resources4. Managing,...

Happy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....

Wealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.- To conduct and assist in organizing...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

**Work location will be in Borivali, Mumbai office.** We are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries. Your duties will also include obtaining post-sales client feedback. **Client Services...

**About Us** Ottoedge is a marketing agency based in India and UAE. We provide digital marketing, social media marketing, and media production services to our clients. A full-service agency looking for self-driven individuals. **Job Role** We are looking for a dynamic and client-focused Client Servicing Executive to join our team. If you have a passion for...

Sales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ April 16, 2024 - April 17, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Course Type **Full Time - **Min Required Experience (Years) **6 - **Max Required Experience (Years) **8 **Key Skills Required**: - New client acquisition through use of...

**About Us** Ottoedge is a marketing agency based in India and UAE. We provide digital marketing, social media marketing, and media production services to our clients. A full-service agency looking for self-driven individuals. **Job Role** We are looking for a dynamic and client-focused Client Servicing Executive to join our team. If you have a passion for...

We are hiring for Client Servicing Executive with 1 to 2 year experience for a reputed company based out in Mumbai, Maharashtra. **Requirements**: Ability to manage social media platforms Proficiency with MS Office and Google Experience in Digital Marketing, creative services, concept selling **Job Types**: Full-time, Regular / Permanent, Fresher,...