Cfp- Client Servicing

Selected intern's day-to-day responsibilities include: 1. Onboard delegates: Welcome and onboard our national delegates through outbound calls, ensuring a personalized and warm experience before, during, and after the event. 2. Serve as the point of contact: Act as the go-to resource for attendees' queries, manage communications post-ticket purchases, and...

Our client is a well know 360 degree Ad agency based in Thane. They are expanding and looking for excellent Client Servicing executive. Please walk in for interview on 10th October between 11am to 3pm. The details will be shared on personal window. - Serving existing clients and managing relationship - Educating clients to improve their product - Execute...

**Job**: Client interactions regarding project execution, payment collections, etc. **Skills**: Excellent spoken and written skills. MS Office **Salary**: ₹12,000.00 - ₹21,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Sion, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3 - 5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

**Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

**Job**: Client interactions regarding project execution, payment collections, etc. **Skills**: Excellent spoken and written skills. MS Office **Salary**: ₹12,000.00 - ₹19,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

Coordinate and manage all marketing, advertising and promotional activities of the clients. - Brief the creative team about the client requirements, and get the job done as per the company’s standard & client’s brief. - Work on market research to determine market requirements for existing and future prospects/clients. - Maintain cordial relation with...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Talent Corner. The successful candidate will work closely with high net worth clients, providing personalized financial planning and guidance.ResponsibilitiesDevelop and implement comprehensive financial plans for HNI clients, taking into account their unique goals and risk...

**Summary of Position**: **Key Responsibilities (Job Description)**: - Must have experience in Application support(non-technical) along with regular customer support. - Need to have ability to understand the complex Applications. Having ERP support experience is an added advantage. - Interact with clients and build relationships with them while ensuring...

Client Services Hiring at our Kandivali office Pay: ₹30,000.00 - ₹60,000.00 per month Schedule: - Fixed shift - Morning shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required) **Experience**: - Healthcare Advertising: 1 year (preferred)

We have an excellent opportunity for the profile of Client Servicing **.** **Qualification**: Graduation **Experience**: 3+ years **Location**: Santacruz The Assistant Manager will work closely with the Client Servicing Manager to uphold high standards of customer satisfaction and retention. 1. Client Relationship Management: a. Build and maintain...

We have an excellent opportunity for the profile of Client Servicing **.** **Qualification**: Graduation **Experience**: 5+ years **Location**: Santacruz The Assistant Manager will work closely with the Client Servicing Manager to uphold high standards of customer satisfaction and retention. 1. Client Relationship Management: a. Build and maintain...

We have an excellent Job Opportunity for Client Servicing **Qualification**: Graduates **Experience**: 3-4yrs **Location**: Sakinaka Need to handle client properly. Should be committed, open minded, and have hunger to learn and grow. Buy India mart Leads Handle client enquiries Creating mockups Creating bills on excel Coordinate with vendors for...

We have an excellent opportunity for Client servicing. Location : Andheri Experience : 2+ years Role: - Disciplined ,well groomed ,committed to work long term and experienced with 3years as an Client Servicing needed to co - ordinate and report to the managing partner of an interior design firm. - Require someone with technical knowledge of Interior. -...

**JOB DESCRIPTION** J.P. Morgan’s Corporate & Investment Bank (CIB)** is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. The Corporate & Investment Bank (CIB) provides strategic advice, raises capital, manages...

**Job Title**: Client Servicing Executive **Location**: Kandivali **Job Summary**: **Key Responsibilities**: - **Client Relationship Management**: - Serve as the primary contact for assigned clients, ensuring a positive client experience. - Build and maintain strong, long-lasting relationships by regularly communicating with clients to understand their...

**Position**: Client Servicing Executive **Location**: Goregaon East, Mumbai **Company**: Resonance Digital **About the Role**: We are seeking a proactive and detail-oriented Client Servicing Executive to join our team. This role is perfect for someone who is passionate about building relationships, ensuring client satisfaction, and supporting our senior...