Wealth Management: Relationship Manager
We are Billion BaseCamp.
We help affluent Indian families in managing their global taxes, and everything money.
Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs.
We are hiring multiple Relationship Managers.
This role provides an amazing opportunity to closely work with some of the most successful Indians worldwide to help them manage their finances.
Who you are?
?MBA Finance / CA (including semi-qualified)/CS/ Graduate from a reputed college
?Up to 5 years of experience in any finance related domain. Freshers can apply with confidence.
?Possess high aptitude
?Diligent and proactive
What would you do?
?Client onboarding
?Understanding and analysing client's finances
?Managing post onboarding client engagement
?Complete multiple tasks assigned by multiple clients
?Collaborate with tax, wealth planning, and investment teams to provide effective and timely solutions to the clients
?Follow up with clients on regular basis and ensure completion of deliverables
?Pitch and present company?s products and services among prospects, and existing clients
?Timely reporting to your Reporting Manager
We?re looking for driven individuals who can excel in a high growth environment.
Work Model: Work From Home (After initial training period in Pune)
Job Type: Regular - Full time
Please send your CVs to [email protected]
Similar Remote Jobs
Wealth Management: Relationship Manager
Posted on: 23-11-2024 06:30
Front-End Engineer, React, Contract
Posted on: 23-11-2024 06:30
Remote IPTV Business manager
Posted on: 23-11-2024 06:30
Inside sales associate role | remote | UnStartED
Posted on: 23-11-2024 06:30
WORK FROM HOME/DATA ENTRY/COMPUTER OPERATOR/TYPING JOB/PART TIME/STUDENTS/WORKING CANDIDATES/FRESHER
Posted on: 23-11-2024 06:30
Work from Home Job Customer Service Voice process
Posted on: 23-11-2024 06:30
Remote Customer Service Center Jobs At Amazon (At Work Home)
Posted on: 23-11-2024 06:30
Sales Leader Part Time
Posted on: 23-11-2024 06:30
Community Campaigns Intern, Indianapolis
Posted on: 23-11-2024 06:30
Sr. Director, Delta Marketing Strategy
Posted on: 23-11-2024 06:30
Chat Brand Rep (TaylorMade) (Remote)
Posted on: 21-02-2025 00:00
Summer Student - Legal
Posted on: 11-01-2025 15:33
Apple Content Moderator Job (Remote) $370/Day ? US
Posted on: 11-08-2024 00:00
Part Time Remote Data Entry Job (Walmart Part Time) - Hiring Now
Posted on: 03-08-2024 00:00
Copywriter - Freelance - AI project (flexible hours, US, UK, Australia, Canada, Ireland, New Zealand )
Posted on: 10-10-2024 00:00
Executive Director, Clinical Transformation and Delivery - Remote in TN
Posted on: 20-01-2025 00:00
Media Solutions Senior Analyst/ Google Marketing Platform
Posted on: 21-08-2024 00:00
Business Development Advisor - Remote in PST Time Zone
Posted on: 27-02-2025 00:00
Part Time CVS Remote Careers (Remote Data Entry Jobs) - Hiring Now
Posted on: 02-07-2024 01:32
Quality Engineer, Senior Staff
Posted on: 11-11-2024 03:51