Client Success Specialist

We are seeking a versatile professional to champion our offerings and nurture relationships in wealth management.The ideal candidate will lead business development, owning the client journey from sale to relationship building. They must communicate investment strategies clearly, especially our hyper-personalization and quant-driven approach.Key...

Job DescriptionWe are seeking a seasoned Business Operations Specialist to drive the success of our organization.This role involves cross-functional collaboration with Sales, Technical, and Partner teams, both domestically and internationally. The ideal candidate will be responsible for ensuring smooth onboarding of clients, maintaining seamless coordination...

Collections Specialist Job DescriptionWe are seeking a skilled collections specialist to join our team. The ideal candidate will have experience in client handling, retention, and up-selling.Collection from existing clientsRetentionUp-sell, Cross-sell experienceProficient in English and Hindi languageB2C client handlingInteraction with existing customers and...

Job DescriptionWe are seeking a highly motivated and organized Relationship Executive to join our team. This role involves serving as the primary point of contact for potential and existing clients, ensuring their journey from inquiry to enrollment is smooth and memorable.The ideal candidate will have strong communication skills, with a consultative and...

Our Wealth Advisory team is seeking a Client Engagement Specialist to deliver exceptional client experiences and drive business growth.Key Responsibilities:BUILD STRONG CLIENT RELATIONSHIPSACQUIRE AND CONVERT QUALIFIED LEADS INTO MANAGED PORTFOLIOSADVISE CLIENTS ON INVESTMENT OPPORTUNITIES ACROSS VARIOUS PRODUCT LINESMONITOR AND REVIEW CLIENT PORTFOLIOS TO...

Project Manager and Business Development RoleThis is a dynamic role that combines project management skills with business development acumen. As a key member of our team, you will be responsible for managing projects from inception to completion, ensuring they meet quality, time, and budget specifications.The ideal candidate will have a strong background in...

As a seasoned team leader, you will be responsible for driving client goals and managing stakeholders.Key Responsibilities:Drive client objectives to ensure seamless delivery of servicesMaintain strong stakeholder relationships through effective communicationOversee team performance management to ensure optimal resultsAddress customer concerns and resolve...

Job Description:We are seeking a highly skilled professional to join our team as a Senior Executive Client Servicing Specialist.This role involves developing and maintaining strong, trusting relationships with clients, understanding their brand identity, core values, and unique selling propositions (USPs) to execute effective campaigns.The successful...

Client Service Specialist Job DescriptionWe are seeking a proactive and dynamic client service specialist to lead agency sales and account management initiatives. The ideal candidate will possess a proven track record in client relations, negotiation, and strategic marketing/advertising strategies.

Job Description">We are seeking an expert in Gainsight to support our customer success strategy.This role is a mix of technical configuration, integration, and business alignment, requiring you to understand client success processes and translate them into Gainsight capabilities.The ideal candidate will have strong technical skills, excellent communication...