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Client Relationship Manager

Client Relationship Manager

Vedant Finserv

3 - 8 years

3 - 6 Lacs

Navi Mumbai

Posted:3 months ago| Platform:

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Skills Required

Client Relation HNI Mutual Funds NRI Portfolio NRI Services HNI Client Handling Insurance Advisory Wealth Management HNI Sales Client Servicing MF Client Relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage client portfolios & relationships Ensure exceptional service delivery Maintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios

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Vedant Finserv

www.vedantfinserv.com

Financial Services

N/A

2-10 Employees

3 Jobs

Key People

N/A

N/A

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Client Relationship Manager