Tattvam & Co

As a Client Engagement Manager, you will play a crucial role in maintaining and enhancing key client relationships by providing exceptional service delivery. Your strategic thinking, financial acumen, and excellent communication skills will be key in this role. - Act as the primary point of contact for key clients and effectively manage their accounts. - Tailor solutions based on understanding client goals, risk profiles, and investment preferences. - Drive client engagement through regular meetings, updates, and performance reviews. - Collaborate with internal teams to deliver comprehensive wealth management solutions. - Handle client escalations, feedback, and ensure high satisfaction and retention levels. - Identify upselling and cross-selling opportunities that align with client needs. Qualifications Required: - CA / CFA / MBA from a recognized institute. - Minimum 5 years of experience in client relationship or investment advisory roles. - Profound knowledge of investment products and financial planning. - Strong interpersonal and negotiation skills. - Ability to effectively manage multiple stakeholders and perform under pressure. In addition to the job description provided, no additional details about the company were mentioned in the job description.,