Client Relationship Associate

3 days ago

Mumbai, Maharashtra, India YES SECURITIES Full time

Company Description

Combining our vast knowledge, experience, and intuitive understanding of the markets to help our customers make WiZe investment choices, YES SECURITIES is dedicated to providing exceptional financial services, empowering clients to secure their financial futures. We offer personalized investment solutions backed by in-depth market analysis and expertise.

Role Description

This is a full-time, on-site role for a Client Relationship Associate. The CRA will be responsible for managing and nurturing client relationships, whilst coordinating with branch relationship manager, assisting the clients for 3in1 account opening and maintaining effective communication. Day-to-day tasks include visiting general branches to get leads from the branch manager and guiding those leads through the entire 3in1 account opening process and ensuring client satisfaction through exceptional service.

Qualifications

  • Strong Business Relationship Management and Client Relations skills
  • Excellent Analytical Skills for assessing market trends and investment opportunities
  • Effective Communication skills for clear and professional interactions with clients
  • Proficiency in Relationship Building to foster trust and long-term engagement with clients
  • Bachelor's degree in Finance, Business, or a related field is preferred
  • Prior experience in financial services or a related industry is beneficial

  • Associate Partner

    2 weeks ago

    Mumbai, Maharashtra, India RKS ASSOCIATE Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Associate Partner - OperationsLeading Dispute Resolution Law Firm | MumbaiAbout UsWe are a premier law firm based in Mumbai, specializing in dispute resolution with strong practices across Civil & Criminal litigation, real estate, and family law. Our reputation is built on delivering exceptional legal outcomes for our clients through strategic thinking,...

  • Client Service Associate

    1 week ago

    Mumbai, Maharashtra, India SecureSearch services pvt ltd Full time ₹ 1,80,000 - ₹ 2,16,000 per year

    Client Service AssociateLocation: MaladWorking Days/Hours: Monday- Friday – 9 AM to 6:30 PM2nd and 4th Saturday – 10AM to 4 PMSalary: 15K- 18KBased On InterviewAbout the RoleSecureSearch is looking for a proactive Client Service Associate to own client relationships and ensure smooth delivery of background verification services. You'll be the key link...

  • Client Services Associate

    5 days ago

    Navi Mumbai, Maharashtra, India SecureSearch Screening Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Company DescriptionFounded in 2008, SecureSearch has been a trusted partner in managing screening programs for over a decade. Guided by a team of industry experts, the company is regarded as a leading authority in background screening practices in India. SecureSearch runs successful background screening programs for a diverse range of businesses, from small...

  • Client Service Associate

    7 days ago

    Navi Mumbai, Maharashtra, India SecureSearch services pvt ltd Full time ₹ 1,68,000 - ₹ 2,04,000 per year

    Client Account Manager – AssociateLocation: Navi MumbaiAbout the RoleSecureSearch is looking for a proactive Client Account Manager (Associate) to own client relationships and ensure smooth delivery of background verification services. You'll be the key link between clients and internal teams, driving service excellence and client satisfaction.What You'll...

  • Associate Relationship Manger

    7 days ago

    Mumbai, Maharashtra, India Pinaka consultancy Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Designation1.Associate Relationship ManagerExperience -0.6 to7 YearsJob Location –MumbaiInterview Mode –face 2 face Job PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book...

  • Client Relationship Manager

    3 days ago

    Mumbai, Maharashtra, India Tyro Ventures Full time

    We are looking for a Client Relationship Manager to develop and maintain strong professional relationships with the HR departments of client organizations. The ideal candidate will act as the key point of contact for clients, understanding their HR-related requirements, ensuring smooth communication, and promoting the companys solutions and services. This...

  • Client Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Pinnacle Global Group Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPinnacle Global Group provides outsourcing and offshoring services to businesses around the globe, with a specific focus on the US, UK, and Australia. Founded in India, we employ a skilled and dedicated team of over 300 professionals across 7+ offices. Our high client retention rate of 97% reflects our unwavering commitment to exceptional...

  • Client Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Rockstud Capital Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Overview:Rockstud Capital, a trailblazer in the Venture Capital and Private Equity Principals industry, offers expert fund advisory and management across SEBI registered schemes. We excel in nurturing early-stage startups, with a strong focus on environmental and social impacts alongside our robust listed equities investment strategies. Operating...

  • Client Relationship Manager

    1 day ago

    Mumbai, Maharashtra, India Rockstud Capital Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Overview:Rockstud Capital, a trailblazer in the Venture Capital and Private Equity Principals industry, offers expert fund advisory and management across SEBI registered schemes. We excel in nurturing early-stage startups, with a strong focus on environmental and social impacts alongside our robust listed equities investment strategies. Operating...

  • Client Relationship Intern

    7 days ago

    Mumbai, Maharashtra, India Investors Avenue Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Join our dynamic team and grow your career in real estateWe are looking for passionate and driven professionals to be part of our high-performing team. If you are ambitious, client-focused, and eager to excel in the real estate industry, we want to hear from youKEY RESPONSIBILITIES:Business DevelopmentBuild and maintain strong relationships with prospective...