SN WEALTH
Website:
snwealth.in
Job details:
Company Description -
SN Wealth is a financial advisory firm focused on helping individuals and corporates build, manage, and grow their wealth through goal-based investing and disciplined strategies. Our approach combines detailed risk assessment, structured financial planning, and continuous portfolio monitoring to deliver long-term, sustainable outcomes. We are committed to simplifying financial decisions and being a trusted partner in our clients’ wealth creation journey.
Role Description -
We are looking for a proactive and relationship-driven Client Relationship Manager who can engage with clients, conduct seminars, and support business growth through effective communication and coordination.
Job Description -
- Conduct corporate seminars and client engagement activities
- Schedule and manage meetings (virtual and in-person)
- Build and maintain strong client relationships
- Maintain daily activity and performance reports
- Identify potential client companies through platforms like Google and LinkedIn
- Build and maintain a database of HR professionals, L&D leaders, and decision makers
- Reach out to organizations through professional communication channels
Qualifications -
- Proven experience in business development, client relationship management, or sales
- Strong communication, negotiation, and presentation skills
- Ability to build professional relationships with corporate stakeholders
- Experience in business development, corporate relations, or financial services is a plus
- Problem-solving, collaboration, and time management skills
- Bachelor's degree in Business, Finance, Marketing, or related field; MBA is a plus
- đź“© Interested candidates can apply through LinkedIn or send their resume to: support@snwealth.in
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