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Senior Client Relationship Manager @Pune

Senior Client Relationship Manager @Pune

Bossberry Learning

0 - 5 years

3 - 5 Lacs

Pimpri-Chinchwad, Pune

Posted:1 month ago| Platform:

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Skills Required

casa HNI Banking Products Wealth Management Investment Advisory Saving Account Retail Banking Portfolio Management Private Banking TPP Fixed Deposits Current Account Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for a dynamic Financial Advisor to manage client relationships, develop and implement financial plans, conduct reviews, upsell/cross-sell products, and lead a team for smooth operations. Strong leadership and client management skills required

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Bossberry Learning

WWW.BOSSBERRYLEARNING.COM

Education Administration Programs

pune Maharashtra

11-50 Employees

96 Jobs

Key People

Sarah Johnson

CEO
David Smith

CTO
Emma Brown

Head of Product Development

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Senior Client Relationship Manager @Pune