Client Relationship Manager

Shubbaan Investments Private Limited; Pune District; On-site; INR 500,000 - 900,000; Full time

Job summary

Shubbaan Investments Private Limited in Pune District, Maharashtra is seeking an experienced professional to manage and deepen client relationships. The role involves ensuring a seamless experience and is responsible for onboarding, communication, and aligning services with client expectations. The ideal candidate will have over 4 years of experience working directly with high-net-worth individuals and possess excellent interpersonal skills along with proficiency in documentation and coordination across teams.

Qualifications

• 4+ years of experience with high-net-worth individuals or families.
• Excellent interpersonal skills and a client-focused service approach.
• Proficiency in handling documentation, queries, and client requests.
• Ability to coordinate across teams to resolve concerns efficiently.

Responsibilities

• Manage and deepen client relationships ensuring seamless experience.
• Responsible for onboarding and communication with clients.
• Align services with client expectations and deliver long-term value.

Skills

Interpersonal skills

Client-focused service approach

Coordination across teams

Job description

Seeking an experienced professional to manage and deepen client relationships, ensuring a seamless experience. Responsible for onboarding, communication, and aligning services with client expectations. Will collaborate with the internal team to deliver consistent long-term value and support.

Experience & Qualifications

• 4+ years working directly with high-net-worth individuals or families
• Excellent interpersonal skills and a client-focused service approach
• Proficiency in handling documentation, queries, and client requests
• Ability to coordinate across teams to resolve concerns efficiently

We believe in equality of opportunity.