64 Job openings found

Role: Relationship Manager Company: Leading Broking  | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Job Overview: We are looking for a CRM Executive who is eager to make an impact in the world of client relations and communication. This position requires someone who is creative, proactive, and excited to work in a fast-paced, relationship-driven environment. You will be responsible for maintaining and growing relationships ...

We are looking for a Tax & Wealth Advisor to join a growing Wealth Management team. This role combines tax preparation, tax planning, client advisory, and wealth management collaboration to help individuals, families, business owners, and retirement plan participants make informed financial decisions. 🔑 Key Responsibilities Tax Preparation & Compliance Prepare/review individual, trust, ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that ...

Key Responsibilities: Client Onboarding & Documentation Collect, verify, and manage required documents for new client onboarding. Ensure compliance with company policies and industry regulations. Streamline the onboarding process for a seamless client experience. Payment Gateway Verification Oversee the verification and approval process for secure payment gateways. Coordinate with financial institutions and internal teams for smooth ...

The Senior Sales Executive is responsible for driving day-to-day sales performance, managing active sales pipelines, supporting the sales team during duty hours, and ensuring consistent achievement of sales targets. This role acts as the operational face of Sales, ensuring discipline, follow-ups, conversions, and superior client experience. Key Responsibilities Sales Operations & Target ...

Position Overview The Post-Sales Executive will be responsible for managing all client interactions and documentation from the point of booking through to agreement registration and loan processing. This role ensures a smooth, transparent, and timely experience for clients after they have committed to a purchase, while coordinating closely with finance, legal, ...

Job Summary: We are looking for a dynamic and talented Men’s Wedding Consultant & Designer with a flair for styling, in-house sales expertise, and CRM knowledge. The ideal candidate will provide personalized styling solutions for grooms and wedding parties while driving sales and ensuring excellent client experience. A confident and attractive ...