Senior NRI Wealth Relationship Manager

About UsSkybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, Middle East, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment management.Role OverviewWe are seeking a senior digital performance...

Greetings Role Overview : The Relationship Manager/ Senior Relationship Manager is responsible for understanding customer requirements, meeting service metric guidelines, retaining customers, converting prospects and assisting them in finding suitable partners.Must be fluent in Marathi & Hindi- Voice ProcessAverage in English communication can...

We are seeking a Customer Success Manager (CSM). The CSM will step in when sales interventions have not resolved issues, or when quality-related concerns and complaints arise. This role involves field visits, relationship building.

Job TitleSenior ManagerJob Description SummaryJob DescriptionJob Title: Senior ManagerLocation: MumbaiReport To: Associate Director/ DirectorCompetenciesCommunication:Strong ability to interpret business documents and prepare client-ready deliverables.Client engagement and relationship management skills, with ability to act as a primary contact on select...

Roles and ResponsibilitiesManage client relationships through effective communication, ensuring high levels of satisfaction and retention.Coordinate with clients to understand their needs, expectations, and requirements.Prepare MIS reports using Excel to track key performance indicators (KPIs) and provide insights for business growth.Handle telephone calls...

Company DescriptionPQSmitra LLP is a leading Business Management Consultancy with over 25 years of experience and a proven track record of serving 4500+ clients across India and overseas. We provide sustainable, performance-driven solutions built on a Simple & Practical Approach, ensuring easy implementation and measurable results. Our services include ISO...

Join Our Team as a Customer Relationship Management ExecutiveWe are looking for a dynamic and results-driven individual to build and nurture long-term client relationships while providing top-notch customer service. If you have a passion for client engagement and are eager to grow with an innovative company, this opportunity is for youWhat You'll Do:Build &...

Dear Candidate,Greetings from SBFC Ltd We have opening for the role Senior Treasury ManagerLocation - Mumbai (Andheri)Roles and ResponsibilitiesManage treasury operations, including cash flow forecasting, fund raising, investor relations, securitization, and working capital management.Oversee front end treasury activities such as deal origination,...

We are seeking a detail-oriented and proactive CRM / Sales Coordinator to join our team. This role involves managing client relationships, supporting the sales team, and ensuring smooth coordination across projects.Key Responsibilities:Maintain and update CRM systems with accurate client and sales dataCoordinate with the sales team to track leads, proposals,...

Position Name:- ETE CoordinatorDesignation:- Manager/Senior ManagerDepartment:- New BusinessRole & responsibilitiesManage a team 5 member with critical profileCoordination with Senior ManagementTo prepare analyse, model and interpret data accurately.Data AnalyticCoordination with all the stakeholders for smooth processing and target achievement.Ensure...