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.

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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

Robust 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