Client Relationship Executive

Finowise Freedom Llp; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Finowise Freedom Llp in Pune is seeking a dynamic professional to drive lead generation and client acquisition within a wealth management framework. The role includes managing transactions, reviews, and client relationships while ensuring robust documentation and back-end processes.

The position also involves contributing to learning and development initiatives and handling general responsibilities to support the team and firm growth.

Qualifications

• MBA/PGDM in Finance or related field is preferred.
• Experience in wealth management or trading is advantageous.
• Strong communication and client handling skills.

Responsibilities

• Lead generation and client acquisition efforts across target segments.
• Oversee transaction and execution management processes.
• Review management system oversight and improvements.
• Maintain client relationships and address queries promptly.
• Manage database, documentation, and back-end operations.
• Support learning, development, and general responsibilities.

Skills

Lead Generation

Client Acquisition

Transaction Management

Review Management

Client Relationship

Documentation

Back-End Management

Learning & Development

Education

MBA/PGDM in Finance

Job description

Posted: 3 days ago Openings: 1 Applicants: 30

• Lead Mgment & Client Acquisition
• Transaction & Execution Mgment
• Review Management System
• Client Relationship & Query Mgment
• Database, Documentation & Back-End Management
• Learning, Development & General Responsibilities

Role Category: Trading, Asset & Wealth Management

Education

PG: MBA/PGDM in Finance

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Finowise is a Wealth Creation Company, Please visit our website www.finowise.in