Client Relationship Officer

Job Summary:Spacewalk Education is seeking a dynamic and proactive Client Relationship Officer to join our team for the Vadodara location. This role involves traveling to meet with clients, preparing pre-sales proposals, delivering compelling presentations, and maintaining strong relationships with high-end clients. The ideal candidate will be enthusiastic,...

Key Responsibilities:Build and maintain strong, long-term relationships with new and existing clients.Serve as the primary point of contact for assigned clients and resolve queries promptly and professionally.Understand client needs and recommend appropriate products or services.Conduct regular follow-ups to ensure client satisfaction, retention and service...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.Achieve the Targets set in terms of product mix.360 degree coverage of client needs across his personal & business banking/financial needs.Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship...

Total years of Experience: 1 to 2 yearsAbout the Role:We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock...

*Company Description:Wealthy is a Fintech Wealth Management platform based at Banglore. Our platform enables professionals to grow wealth for investors, allowing partners to focus on their clients, earn a fair share of revenue, and build a second income. Thousands of partners across the country have joined & using our platform.*Role Description:This is a...

DescriptionThe Senior Relationship Manager will be responsible for managing and growing a portfolio of affluent clients, offering tailored financial solutions and building long-term relationships. This role requires excellent communication and interpersonal skills, a deep understanding of the affluent market, and the ability to provide exceptional client...

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

Job Description:Client Relationship ManagementMutual Fund, SIP Business, PMS Business.Trade & Investment SupportNew KYC Acquisition.Client Visit- Client Meetings.Online Trading Promotions.Terminal Operation- Advisory Role.Job Type: Full-timePay: From ₹17,000.00 per monthApplication Question(s):Do you have two-wheeler ?Language:Gujarati (Preferred)Work...

Responsibilities:* Develop investment strategies* Manage HNIs' portfolios & wealth* Provide exceptional client service* Collaborate with cross-functional teams* Achieve revenue targets through relationship building