VP / AVP / Relationship Managers- PCG (Private Client Group) Advisory

Company DescriptionFisdom Private Wealth is a division of Groww (100% subsidiary), a leading wealth-tech company in India. The firm provides high-net-worth individuals (HNIs) with a comprehensive technology platform to address their wealth management requirements. Supported by skilled wealth managers, Fisdom Private Wealth combines physical and digital...

Client Relationship ManagerSummary: The Client Relationship Manager will be responsible for managing and enhancing relationships with clients, ensuring their satisfaction and addressing any concerns or issues. This role will be a key point of contact for clients, providing support and guidance to ensure their needs are met.Roles and Responsibilities:Build...

Manage client relationships, oversee key accounts, coordinate orders, ensure prompt communication, resolve client inquiries, support sales operations, and maintain long-term customer satisfaction for a high-end watch manufacturing company. Required Candidate profileEnergetic Client Relationship Manager with over 1 year of experience managing key accounts,...

Build and maintain strong relationships with clients. Understand client requirements and offer suitable property solutions. Collaborate with sales and marketing teams to achieve business goals. Manage client queries, follow-ups, and ensure timely communication. Support clients throughout the property buying/selling process. Prepare and maintain accurate...

Key Responsibilities:Client Relationship Management:Maintain and develop strong relationships with HNI and retail clients.Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.Regularly update clients on market trends, investment opportunities, and portfolio performance.Sales & Advisory...

DescriptionJOB ROLE :·       Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.·       Ensures high levels of customer service orientation and application of bank policy.·       Cross sells existing bank products to customers.·       Informs customers of new products or...

DescriptionBusiness Relationship Manager - WC-Working Capital-SalesJob DescriptionBusiness Relationship Manager DepartmentBusiness Banking AssetsLocationPosition GradeDeputy Manager / Manager / Sr. Manager Job Role: Business Relationship ManagerJob Description       · Manage and service existing portfolio of WC clients including renewal and enhancement...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Job Title: Senior Investment Liaison – HNWI & Private Capital RelationsIndustry: Real EstateEmployment Type: Full-TimeAbout the Role:We are seeking a well-connected and relationship-driven Senior Investment Liaison to support our capital raising efforts for real estate ventures. This role is ideal for someone with direct contact to high-net-worth...

Wealth Manager – PMS AdvisoryWe are looking for individual who are looking forward to make value in UHNI Wealth by Turtle Wealth Quant Investing Process.KRA: To Handle UHNI Portfolio & Relations To Track there Returns and give than Services. To Pitch Portfolio Advisory Services to New Leads. To Give Presentation of Portfolio Advisory Services to Prospect...