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Wealth Management: Relationship Manager


Billion BaseCamp


Location

Pune | India


Job description

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 finance or project management. Freshers can apply with confidence. · Excellent oral and written communication skills · Sharp, quick learner and diligent. · Strong interpersonal skills

What would you do?

· Client onboarding · 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 believe in direct ownership of ideas and responsibilities in an environment where you get to learn various skills. We’re looking for talented, passionate, and creative people, willing to give their 100 percent to building a high-class financial services company.

Office Location: WeWork, Raheja Woods, Kalyani Nagar , Pune Work Model: Work From Office Job Type: Regular - Full time

Please send your CV to Preet Gawade, Head of Client Relationships and Growth, at [email protected]


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