412 Client Advisor Jobs - page 2
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Account Director - Client Services (Digital) Mumbai Dentsu Creative - , , India responsibilities, guiding and nurturing junior team members (AMs, AEs). Key Responsibilities: Serve as the primary point of contact and trusted advisor for key clients, maintaining strong relationships 9 days ago
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International Tax Specialist - US Tax People Realm Recruitment Services Private Limited - Bengaluru, Karnataka, India investors, such as pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors and high net worth individuals. These clients can choose to invest 4 days ago
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Relationship Manager Profinity - Kanpur, Uttar Pradesh, India circumstances. 3. Act as a trusted advisor to clients, offering guidance on investment opportunities, retirement planning, and wealth management strategies. 4. Collaborate with internal teams to ensure seamless 4 days ago
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Insurance Advisor LIC - Karnataka, India . As an Insurance Advisor, you will be responsible for providing guidance and advice to clients on insurance plans and policies. This includes understanding the insurance needs of individuals and recommending 3 days ago
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Business Development Director - Funds TMF Group - Mumbai, Maharashtra, India : As a seasoned professional, establish yourself as a trusted advisor. Lead solution discovery engagements, deeply understand client requirements, pain points, objectives, and priorities. Explore opportunities 4 days ago
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Financial insurance Advisor LIC - Bengaluru, Karnataka, India as an Insurance Financial Advisor at LIC located in Bengaluru. The Insurance Financial Advisor will be responsible for providing financial planning and retirement planning advice to clients. The role 4 days ago
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Customer Onboarding Manager || With B2B SaaS || US Shift || From Office || CTC upto 30 Lacs Max Talentiser - Gurugram, Haryana, India . As an Onboarding Specialist, you act as a customer's trusted advisor.. Key Responsibilities: Lead the onboarding process for new customers, liaising with internal resources and external stakeholders. Assist clients 11 days ago
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Senior Wealth Manager BugleRock Capital (formerly o3 Securities) - Chennai, Tamil Nadu, India by BugleRock's robust resources and innovative platform. The Role As a Senior Wealth Manager, you will serve as a trusted advisor to our high-net-worth clients, taking full ownership of their financial affairs 6 days ago
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Insurance Agent Life Insurance Corporation of India - LIC - india Company Description We suggest you enter details here. Role Description This is a part-time remote role for an Insurance Advisor at Life Insurance Corporation of India - LIC. The Insurance Advisor 6 days ago
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Private Wealth Management Specialist Reliable Allied Services - Delhi, India The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past 8 days ago
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