Client Relationship Manager

Job Title: Client Relationship Manager / Key Account Manager Location: Pune Department: Customer Success Reports To: Head of Account Management Role Overview: We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will...

Job DescriptionJob Designation: Relationship Manager (Investment and Wealth Management)Total years of experience: 1 to 3 YearsJob Location: Kharadi, Pune (Should be ready to travel for work)Education Qualification:B.Com / M.Com / MBAWorkSchedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working.Skills Required-...

Job Designation: Relationship Manager (Investment and Wealth Management)Total years of experience: 1 to 3 YearsJob Location: Kharadi, Pune (Should be ready to travel for work)Education Qualification: B.Com / M.Com / MBAWork Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working.Skills Required-...

Job Title: Senior Client Relationship ManagerThe ideal candidate will be responsible for managing a team of 8-10 Relationship Managers and acquiring High Net Worth relationships.Key Responsibilities:Establish ties with HNI/UHNI clients by designing and implementing their financial plans.Ensure that they receive and execute on the right advice.Manage teams to...

Skills Required- Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs.- NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory.- Growth Mindset: Must be eager to learn, improve continuously, and take...

Role OverviewYou will be responsible for building and nurturing strong relationships with clients, acting as a trusted advisor and strategic partner. Your primary objective is to provide exceptional client service, fostering long-term partnerships that drive mutual success.Main Responsibilities:Act as the main point of contact for assigned key clients,...

Job Title: Client Relationship BuilderAbout the RoleThis position is designed for a 3-month training program aimed at developing skills in high-end wealth advisory and client acquisition strategies. The selected candidate will be equipped to engage with High Net Worth Individual (HNI) / Ultra High Net Worth Individual (UHNI) clients, build lasting...

About Engagement ManagersWe transform the way client relationships are managed for mutual benefits.The world's best-run learning functions across various sectors trust us with their needs assessment and solution delivery.As an Engagement Manager, you will support senior leadership in the growth of sales to clients.Key Responsibilities:Support senior leaders...

About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. 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 with...

Relationship Manager - Corporate Solution Group - General Insurance - 2 Years Experience - Pune We are hiring a strategic and client-focused Relationship Manager to join the Corporate Solution Group CSG in the General Insurance sector This role is ideal for someone experienced in managing corporate clients handling broker relationships and driving...