Strategic Relationship Executive

4 weeks ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

Core Responsibilities:


The Strategic Relationship Executive at Vitasta Consulting Pvt Ltd serves as the primary contact for High Net Worth clients, tasked with acquiring and managing these relationships by delivering exceptional service standards.


Key objectives include:



  1. Acquiring and retaining affluent clients through personalized service and tailored financial solutions
  2. Meeting business targets by cross-selling, enhancing, and upgrading existing relationships
  3. Staying up-to-date on investment opportunities and market trends to advise clients on optimal portfolio decisions
  4. Effectively utilizing the Customer Relationship Management (CRM) system to track and nurture client relationships
  5. Regularly meeting with clients to assess their needs and provide strategic guidance

This role requires a strong understanding of the financial services industry, excellent communication skills, and the ability to build trust with clients. If you are a relationship-focused professional looking to make a meaningful impact in the lives of High Net Worth clients, this may be the ideal opportunity for you.



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