Affluent Client Service Specialist

Key Position Summary:The ultimate point of contact for clients, serving as the face of our business.Key Responsibilities:Establish and maintain high-value relationships by delivering exceptional client service standards.Develop personalized financial plans to foster strong ties with clients.Leverage analytical skills and team collaboration to advise clients...

Relationship ManagerAn individual responsible for cultivating and maintaining a portfolio of high net worth clients, delivering personalized financial solutions to meet their wealth management needs.Key Responsibilities:Clients Relationship Management:Build and maintain strong relationships with high net worth clients through regular interactions,...

Job DescriptionRelationship Manager-Business Banking-Affluent-Priority-Regional salesPune, Maharashtra, IndiaBe the First to ApplyJob DescriptionRole:- Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

Financial Expert Opportunity">We are seeking a seasoned Financial Expert to join our team. As a key player in acquiring and retaining affluent clients, you will play a pivotal role in managing high-net-worth individuals.The ideal candidate should possess 3-5 years of experience in Private Banking or Wealth Management, with a strong track record of generating...

Job Title: Client Engagement SpecialistAbout the RoleOur organization seeks a skilled Client Engagement Specialist to cultivate strong customer relationships and drive sales in women's apparel.Key Responsibilities:Respond to customer inquiries and service requests via phone and in-person at the office.Collaborate with internal teams to ensure seamless order...

Our team is seeking a talented Client Portfolio Specialist to join our growing retail banking sales department.This role will be responsible for managing client relationships, identifying opportunities to increase revenue through cross-selling and upselling of products and services. The ideal candidate will have a minimum of 3 years of experience in...

Cater to the investment needs of mass affluent clients by recommending suitable products. These include mutual funds, portfolio management services, alternative investment funds, private equity, stocks, unlisted shares, bonds, direct equity, and equity advisory products.Key Responsibilities:Meet the required asset under management (AUM), investor...