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.

-

- Conduct corporate seminars and client engagement activities
- Schedule and manage meetings (virtual and in-person)
- Build and maintain solid 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
- ? Interested candidates can apply through LinkedIn or send their resume to: [email protected]

📌 Client Relationship Manager (Thane)
🏢 SN WEALTH
📍 Thane