Client Relationship Manager(PMS) - Finance Industry - Mumbai, Maharashtra, India - 18 LPA - Sonali - 8657493492
Seven Consultancy • Mumbai, Maharashtra • Posted July 01, 2026
About the Role
JOB DETAILS
Manage client relationships by providing advice and information on investments
Deliver timely service and resolve client queries satisfactorily
Ably assisting in decision-making of client's investment portfolios and asset allocations
Grow existing client relationships by nurturing and educating them
Manage new client relationships by building right expectations and information
Constantly update and learn on various financial and behavioural affairs
Required exp of min 5 years with Premier banks, wealth managers, portfolio managers
Graduate or Post Graduate in Marketing
FUNCTIONAL AREA
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