Client Relationship Manager

Company Description

Khazana Associates addresses critical financial and legal issues for diverse clients, from individuals to organizations. We offer a broad range of services including investment solutions, legal support, tax consultancy, estate planning, and stock trading. Our success-driven approach helps clients achieve financial independence and realize their vision. Based in Gurugram, we are committed to client-centric expertise and empowering clients towards security and success.

Role Description

This is a full-time on-site role for a Client Relationship Manager located in Gurugram. The Client Relationship Manager will be responsible for managing and enhancing relationships with clients, understanding their financial and legal needs, and providing appropriate solutions. Day-to-day tasks include overseeing investment portfolios, assisting with legal documentation, offering tax consultancy services, and providing estate planning support. Additionally, the role involves facilitating stock trading activities and ensuring client satisfaction through consistently professional and responsive service.

Qualifications

• Client Relationship Management and Customer Service skills
• Experience in Financial Planning and Wealth Management
• Knowledge of Legal Documentation and Estate Planning
• Tax Consultancy and Accounting expertise
• Stock Trading and Investment Advisory proficiency
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Law, Business Administration, or related field