Client Servicing Associate
2 weeks ago
**Company Overview:** Unifi Capital Pvt. Ltd is a leading independent portfolio manager with a legacy of over 22 years, focused on under-researched segments comprising more than 400 listed firms.
We have a strong track record of delivering consistent and superior returns, managing a combined AUM of over USD 3Bn across various SEBI- and IFSCA-regulated platforms - PMS, AIF, and Offshore.
**Role Summary:** We are currently seeking a talented professional to support senior management's initiatives in serving existing investors, family offices, and wealth management firms, requiring strong communication skills for working with clients and distribution partners.
The ideal candidate should possess 4-8 years of experience in relationship management in wealth/asset management, with a strong focus on client servicing and institutional partnerships, an MBA, CFP, CFA or equivalent qualification, excellent problem-solving abilities, and a client-centric approach.
The estimated salary range for this role is around Rs. 15-30 lakhs per annum, depending on experience and qualifications.
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Associate Director of Client Services
2 weeks ago
Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full timeJob DescriptionWe are currently seeking a talented professional to support senior management's initiatives in serving existing investors, family offices, and wealth management firms.The candidate will have no direct sales function associated but requires strong communication skills, both oral and written for working with clients and distribution partners.
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Financial Planning Associate
16 hours ago
Kolkata, West Bengal, India PDM Investment & Trading Company Pvt. Ltd. Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at PDM Investment & Trading Company Pvt. Ltd. in Kolkata. As a key member of our financial planning practice, you will provide operational and administrative support to Wealth Advisors, ensuring seamless execution of daily activities and exceptional...
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Customer Service Process Associate
2 weeks ago
Kolkata, West Bengal, India Tata Consultancy Services Full timeTata Consultancy Services (TCS) is a global IT and business solutions leader. As a Customer Service Process Associate, you will be responsible for providing exceptional customer service to clients across various domains.Key ResponsibilitiesTo provide high-quality customer service via web chat to clients from diverse industries.To handle customer inquiries...
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Client Service Liaison
1 week ago
Kolkata, West Bengal, India Career Comfort Full timeJoin Career Comfort as a Client Service LiaisonWe are looking for a highly skilled Client Service Liaison to join our team at Career Comfort. As a Client Service Liaison, you will be the primary point of contact for clients and will be responsible for providing exceptional customer service.Job Details:Work Mode: Work from OfficeShift: Night Shift (US...
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Client Success Associate
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeRole Overview:We are seeking an experienced Client Onboarding Specialist to join our team at Spark Private Wealth. This is an exciting opportunity for a skilled professional to leverage their expertise in client onboarding and contribute to the growth of our wealth management business.About the Role:The successful candidate will be responsible for onboarding...
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Private Client Service Executive
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeJob Summary:At Spark Private Wealth, we are committed to delivering exceptional service to our high net worth clients. We are seeking a skilled Clinical Relationship Manager to join our team and contribute to the growth of our wealth management business.About the Role:The successful candidate will be responsible for providing exceptional service to clients,...
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Private Client Service Specialist
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout the OpportunitySkip to Job Details ShareSpark Private Wealth is seeking an Investment Support Professional to join its private client service team. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a passion for delivering best-in-class client experiences.Key ResponsibilitiesThe successful...
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Private Client Services Specialist
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Relationship Manager to join our team at Spark Private Wealth. As a key member of our client servicing team, you will be responsible for delivering exceptional service to our clients and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their...
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Operations Associate
2 weeks ago
Kolkata, West Bengal, India Tata Consultancy Services Full timeTata Consultancy Services is seeking a skilled Operations Associate to join our team in Kolkata. This role offers an exciting opportunity to work in a dynamic environment and contribute to the success of our customers.About the Role:As an Operations Associate, you will be responsible for providing exceptional customer service and resolving issues...
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Client Servicing Specialist
2 weeks ago
Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full timeRole OverviewWe are seeking a skilled professional to support senior management in serving existing investors, family offices, and wealth management firms. The ideal candidate will have strong communication skills, both oral and written, for working with clients and distribution partners.The role involves managing relationships with existing direct clients,...
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Senior Project Manager
1 month ago
Kolkata, West Bengal, India CLIRNET Full time**Job Summary**At CLIRNET, we are seeking a highly skilled Senior Project Manager - Client Services to lead our client-facing projects and drive business growth. This is an exciting opportunity for a motivated professional to join our team and make a significant impact.**Key Responsibilities**Develop and execute project plans to ensure timely delivery of...
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Wealth Management Associate
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeJob SummaryWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at Spark Private Wealth. As a key member of our client service team, you will be responsible for providing exceptional support to our high net worth clients. Your primary focus will be on delivering tailored investment solutions, ensuring timely...
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Strategic Client Advisor
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Kolkata, West Bengal, India Bajaj Allianz Life Insurance Co Ltd Full timeJob Description:The Senior Account Executive will play a key role in driving revenue growth by identifying new business opportunities and developing strategies to pursue them. The ideal candidate will have a proven track record of success in client relationship management and be able to communicate complex ideas in a clear and concise manner.About the...
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Customer Support Associate
2 weeks ago
Kolkata, West Bengal, India Career Comfort Full timeJob Title: Customer Support AssociateWe are seeking a skilled and dedicated Customer Support Associate to join our team at Career Comfort. This role involves providing exceptional customer service, ensuring that clients receive timely and effective support for their medical billing needs.Key Responsibilities:Respond to inbound calls from clients, resolving...
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Customer Service Associate
3 weeks ago
Kolkata, West Bengal, India Tata Consultancy Services Full timeAbout the Role: Tata Consultancy Services is seeking a highly skilled Customer Service Associate to join their team. As a key member of our customer service department, you will be responsible for handling customer inquiries and resolving issues in a timely and professional manner.Job Summary: The ideal candidate will have exceptional communication skills,...
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Customer Service Representative
4 weeks ago
Kolkata, West Bengal, India Career Comfort Full timeJob OverviewCareer Comfort invites applications for a Process Associate position in Kolkata. This is an excellent opportunity to join our team and contribute to the success of our organization.About the RoleWe are seeking a highly motivated and skilled individual to work as a Process Associate on night shifts. The successful candidate will be responsible for...
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Financial Planning Associate
2 weeks ago
Kolkata, West Bengal, India PDM Investment & Trading Company Pvt. Ltd. Full timeJob DescriptionThis is a full-time on-site position for a Financial Planning Associate at PDM Investment & Trading Company Pvt. Ltd. in Kolkata.The role entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office.Duties and ResponsibilitiesAssist Wealth Advisors with daily activities, including...
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Senior Financial Trading Associate
1 week ago
Kolkata, West Bengal, India Coding Objects Private Limited Full timeJob OverviewCoding Objects Private Limited is a software development and analytics company based in Kolkata. We provide state-of-the-art data-driven customized software and analytics solutions globally.The company's products are developed to meet industry requirements and provide high impact, integrating best practices to solve niche problems.Salary RangeWe...
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Professional Inbound Customer Support Associate
2 weeks ago
Kolkata, West Bengal, India Career Comfort Full timeJob TitleCustomer Support Representative (CSR)Job OverviewWe are seeking a dedicated and professional Inbound Customer Support Associate to join our team at Career Comfort. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients through inbound calls.Key ResponsibilitiesHandle inbound calls from...
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Senior Client Advisor
2 weeks ago
Kolkata, West Bengal, India Spark Private Wealth Full timeJob Description:We are looking for a highly skilled Senior Client Advisor to join our team at Spark Private Wealth. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and driving business growth.Key Responsibilities:Build and maintain strong relationships with high net worth individuals and...