Roles & Responsibilities:1. Sales and Business Development:o Identify potential clients and business opportunities.o Conduct market research to understand customer needs and identify new sales leads.o Generate and follow up on sales leads through cold calling, networking, and referrals.2. Client Relationship Management:o Build and maintain strong relationships with new and existing clients.o Provide exceptional customer service by addressing client
Roles & Responsibilities:1. Sales and Business Development:o Identify potential clients and business opportunities.o Conduct market research to understand customer needs and identify new sales leads.o Generate and follow up on sales leads through cold calling, networking, and referrals.2. Client Relationship Management:o Build and maintain strong relationships with new and existing clients.o Provide exceptional customer service by addressing client
Position Overview: We are seeking an experienced and detail-oriented professional to join our Private Wealth & Family Office team as Manager or Assistant Manager – Client Servicing. This role will include managing clients, handling their queries, preparing their portfolio reports, managing the processes through CRM tool. The ideal candidate will possess experience in client servicing, exceptional problem-solving skills, and the ability to deliver a
Position Overview: We are seeking an experienced and detail-oriented professional to join our Private Wealth & Family Office team as Manager or Assistant Manager – Client Servicing. This role will include managing clients, handling their queries, preparing their portfolio reports, managing the processes through CRM tool. The ideal candidate will possess experience in client servicing, exceptional problem-solving skills, and the ability to deliver a
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