Client Relationship Specialist
2 weeks ago
Client Relationship Specialist Job DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.The Role:Manage client relationships, assess needs and preferences, and develop tailored solutions.Offer comprehensive financial planning, including portfolio management, investment advice, and risk assessment.Foster long-term partnerships, ensure client satisfaction, and maintain open communication.Requirements:Experience in Client Relationship Management, understanding of financial markets, and knowledge of regulatory requirements.Strong analytical skills, attention to detail, and proficiency in financial software.Excellent interpersonal skills, ability to work with diverse clients, and build trust-based relationships.Bachelor's degree in Finance, Business, or related field, with certifications such as QPFP or CFP advantageous.Benefits:Opportunity to work with a reputable financial services firm, gain industry expertise, and advance your career.Professional development opportunities, training, and continuous education to enhance skills and knowledge.Collaborative work environment, supportive team, and flexible working arrangements.Others:This role requires strong organizational skills, ability to prioritize tasks, and manage multiple projects simultaneously.Able to adapt to changing market conditions, regulations, and client needs.
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Human Resources Specialist
2 weeks ago
Nagpur, Maharashtra, India myHRSG - Human Relationship for Societal Growth Full time US$ 2,50,000 - US$ 7,50,000 per yearPeople Operations SpecialistRemote | | 1–3 years experienceAbout (My Human Relationships for Societal Growth) is an independent, not-for-profit HR community focused on advancing human relationships at work through learning, collaboration, and meaningful opportunities. We build HR communities, curate knowledge, and enable HR professionals and...
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Client Relationship Executive
2 weeks ago
Nagpur, India Primassure LLP Full timeCLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations Full-Time Work From Office Primassure LLP - AMFI-Registered Mutual Fund Distributor About Primassure LLP Primassure LLP is a SEBI-compliant Mutual Fund Distributor (MFD) built on trust, transparency, and long-term relationships. We assist clients with mutual fund execution, insurance, and will-related...
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Inbound Sales
3 weeks ago
Nagpur, India Dozti Full timeJob Title: Inbound Sales & Relationship Specialist – DoztiLocation: RemoteEmployment Type: Full-TimeSalary Range: ₹20,000 – ₹40,000 (Based on experience.)About Us:Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries. We support purpose-built brands, systems, and ventures...
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Client Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Triwee Full time ₹ 1,80,000 - ₹ 2,40,000 per yearCompany Description:Triwee is a creative powerhouse based in India and Thailand, delivering comprehensive solutions in animations, film production, branding, marketing, sound design, and web development. We specialize in bringing brands to life through impactful storytelling and innovative approaches. Our services are designed to help businesses establish a...
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Client Relationship Executive
3 days ago
Nagpur, Maharashtra, India SAAIVISTA Investment Services Pvt Ltd Full timeAbout Saaivista Investment Services Pvt. Ltd.Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒),𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬...
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Specialist - Affluent Client Segment
7 days ago
Nagpur, Maharashtra, India SBI Funds Management Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRoles & ResponsibilitiesRole Overview: The Specialist – Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key...
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Client Relationship Executive
5 days ago
Nagpur, Maharashtra, India SHUL Ventures Pvt Ltd Full time**Job Title**: Client Relationship Executive **Location**: Nagpur **Key Responsibilities**: - Develop and maintain long-term relationships with existing clients to ensure satisfaction and loyalty. - Identify, pursue, and convert new business opportunities through proactive engagement. - Provide expert guidance on a range of financial products, including:...
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Client Relationship Manager
6 days ago
Nagpur, Pune, India Neervana Tech Solutions Full time ₹ 4,00,000 - ₹ 8,00,000 per yearKey Responsibilities- Manage client Account, Manage client relationships, coordinate with teams for smooth delivery, maintain reports, handle escalations, identify upsell opportunities,and ensure client satisfaction professionally. Required Candidate profileRequired Skills & Qualifications-Bachelor's degree, strong communication, organizational, and...
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Credentialing Client Relationship Supervisor
7 days ago
Nagpur, India ClinicMind Full timeClinicMind is looking for a full-time US Healthcare Credentialing Client Relationship Supervisor (CRM). ClinicMind is a US-based Health IT company, which offers revenue cycle management (RCM) service along with a practice management software (SaaS) to Group and/or Individual providers, diagnostic laboratories, and medical facilities as preferred providers in...
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Business Development Specialist
7 days ago
Nagpur, Maharashtra, India Jarvis GHRCE Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is a full-time, on-site role for a Business Development Specialist located in Zurich. The Business Development Specialist will be responsible for generating leads, conducting market research, providing customer service, and maintaining communication with clients. Additionally, the specialist will analyze market trends to devise...