
Client Financial Partner
2 weeks ago
- Build and manage a high-quality HNI/UHNI client base
- Deliver bespoke financial solutions aligned with client goals
- Drive regional AUM growth and client retention
- Continuously review and diversify client portfolios
- Provide proactive market insights and strategic advice
- 10 years of experience in wealth management, AMCs, or financial advisory
- Exceptional communication and relationship management skills
- Strong analytical ability to match client needs with products
- A proven track record in a target-driven environment
- NISM certifications (Mutual Funds & PMS Distributor)
Expertia AI Technologies
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Client Financial Partner
4 weeks ago
Bengaluru, Karnataka, India Dezerv Full timeDezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...
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Client Financial Partner
2 weeks ago
Bengaluru, Karnataka, India Dezerv Full timeDezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...
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Client Partner
2 weeks ago
Bengaluru, Karnataka, India Persistent Systems Full timeAbout Position: We are identifying a client partner who is Passionate about the innovation economy, loves to dabble in next-gen technologies, and is excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning, in Clinical setting. Someone who has demonstrable relationships with...
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Client Partner
2 weeks ago
Bengaluru, Karnataka, India Talent Potential Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per yearThe Client Partner will lead sales and client management ,with a focus on expanding our Client's presence beyond aviation into areas like retail, F&B, & infra. Also,responsible for consistent performance across revenue, profitability, & CSAT metrics. Required Candidate profileOperational excellence will be central to this role, including oversight of...
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Client Partner
7 days ago
Bengaluru, Karnataka, India Persistent Systems Full timeAbout Position: We are identifying a client partner who is Passionate about the innovation economy, loves to dabble in next-gen technologies, and is excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning, in Clinical setting. Someone who has demonstrable relationships with...
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Client Partner
2 weeks ago
Bengaluru, Karnataka, India Persistent Systems Full timeAbout Position:We are identifying a client partner who is Passionate about the innovation economy, loves to dabble in next-gen technologies, and is excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning, in Clinical setting. Someone who has demonstrable relationships with...
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Client Partner
3 weeks ago
Bengaluru, Karnataka, India ANSR Full timeAbout the Role:We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC.The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization.Roles and responsibilities:• Act as liaison between clients and...
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Client Partner
3 weeks ago
Bengaluru, Karnataka, India ANSR Full timeAbout the Role:We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC.The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization.Roles and responsibilities:• Act as liaison between clients and...
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Client Partner
1 week ago
Bengaluru, Karnataka, India ANSR Full timeAbout the Role: We are looking for an experienced Client Partner to manage a wide range of programs. You will be responsible for the delivery and overall success of the GCC. The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization. Roles and responsibilities: • Act as liaison between...
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Management Trainee – Client Financial Partner
2 weeks ago
Bengaluru, Karnataka, India Dezerv Full time ₹ 15,00,000 - ₹ 20,00,000 per yearClient Financial Partner - DezervLocationYou will undergo an initial training period of two months in Bengaluru. Upon successful completion of the training, your final work location will be determined and assigned by the Company from one of the following cities: Mumbai, Pune, Delhi, Hyderabad, or Bengaluru.About UsDezerv is a house of investing solutions for...