Current jobs related to High Net Worth Customer Service Liaison - Pune, Maharashtra - beBeeRelationship

  • High Net Worth Client Acquisitions Specialist

    2 weeks ago

    Pune, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

    Job SummaryThe Relationship Manager plays a vital part in establishing and maintaining strong relationships with high-net-worth clients. Their primary responsibility is to deliver exceptional service, provide investment advice, and manage overall financial portfolios.Key responsibilities include:Identifying and acquiring premium clientsBuilding and nurturing...

  • High Net Worth Client Wealth Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Senior Portfolio ManagerAs a seasoned financial expert, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.The role involves...

  • High Net Worth Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeClientAdvocate Full time ₹ 4,00,000 - ₹ 8,00,000

    Job DescriptionThe role involves building strong, long-lasting connections with clients and delivering exceptional customer experience.The Client Advocate collaborates with internal teams to ensure the delivery of comprehensive financial solutions and achieves business objectives.Key Responsibilities:Establish and maintain relationships with high net worth...

  • Energy Services Coordinator

    2 weeks ago

    Pune, Maharashtra, India beBeeCustomer Liaison Full time US$ 40,000 - US$ 50,000

    At the heart of our organisation, we have a dedicated team working tirelessly to deliver essential services to millions of people worldwide. Our primary goal is to provide light, heat and mobility to those who need it most, while contributing to a low-carbon future.We are committed to leading the way in making energy cleaner and better. This involves...

  • Senior Wealth Strategist

    2 weeks ago

    Pune, Maharashtra, India beBeeFinancial Full time ₹ 48,00,000 - ₹ 1,08,00,000

    High Net Worth Financial Advisor Job DescriptionRole Summary:As a high net worth financial advisor, you will provide expert guidance and advice to individuals with substantial wealth. This role involves analyzing financial markets, creating tailored plans for clients, and implementing strategies to grow their assets.Key Responsibilities:Develop and implement...

  • Investment Specialist-Priority Banking-Priority-Regional sales

    3 weeks ago

    Pune, Maharashtra, India Kotak Mahindra Bank Limited Full time

    Job DescriptionJob Profile: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank...

  • Service Relationship Manager-PRIORITY-Regional sales

    3 weeks ago

    Pune, Maharashtra, India Kotak Mahindra Bank Limited Full time

    Job DescriptionRole:. Handling personalized service requests of Privy customers.. Generation of timely business MIS.. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment.. Coordination with CPC/RPC/Investment desks for account opening of Privy customers.. Managing complaints of Privy customers and...

  • Strategic Investment Consultant

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 2,50,00,000 - ₹ 3,50,00,000

    Job DescriptionWe are seeking a talented professional to join our team as an Associate Partner.This is a high-yield, legally robust land investment opportunity that requires strong interpersonal and relationship-building skills.The successful candidate will have excellent communication skills and proven experience in handling High Net Worth Individual/Ultra...

  • Financial Services Specialist

    1 week ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 30,00,000

    Key Opportunity DescriptionDeliver premium service to high net worth clients with personalized investment advice and exceptional standards.Main ResponsibilitiesAcquire new preferred clients through strategic outreach and relationship development.Coordinate transactions with asset management firms.Support wealth managers in client servicing.Collaborate with...

  • Net Developer

    2 weeks ago

    Pune, Maharashtra, India NonStop Full time

    About NonStop Io Technologies :NonStop io Technologies is a value-driven company with a strong focus on process-oriented software engineering. We specialize in Product Development and have a decade's worth of experience in building web and mobile applications across various domains. NonStop io Technologies follows core principles that guide its operations...

High Net Worth Customer Service Liaison

3 weeks ago

Pune, Maharashtra, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 20,00,000
Job Opportunity

We are seeking a dedicated professional to handle personalized service requests of high net worth customers, generate timely business insights, and ensure adherence to regulatory requirements.

Key Responsibilities
  • Manage customer complaints and resolve them within specified timeframes
  • Coordinate with internal teams for account opening of Privy customers
  • Nurture long-term relationships with high net worth clients
Requirements
  • Excellent written and oral communication skills
  • Good understanding of banking norms and processes
  • Proficiency in Microsoft Excel