Client Servicing Specialist
3 weeks ago
Jericho Ventures Private Ltd. is a boutique financial services firm located in Mumbai, dedicated to aligning clients" investment decisions with their financial aspirations. We understand the intricate financial landscape and the obstacles faced by CXOs & Business Leaders in optimizing their financial health. Our mission is to assist clients in navigating these challenges, providing them with a strategic advantage in accomplishing their objectives.As a Client Servicing Specialist at Jericho, you will join our dynamic team and play a crucial role in strengthening client relationships and expanding our client base. This role presents an opportunity to support the Private Banking team in delivering exceptional client engagement.Key Responsibilities- Collaborate with the team to oversee the operational and strategic aspects of client investment journeys.- Establish and maintain relationships with CXO-level clients and other high-potential individuals, ensuring exceptional service and satisfaction.- Develop and execute innovative strategies to identify and prospect new clients, particularly focusing on key segments such as startup founders and CXOs of emerging industries.Key Requirements- Demonstrated ability to engage high-profile clients with professionalism and confidence.- Strong analytical skills to assess client needs and market opportunities effectively.- Excellent communication and interpersonal skills, with a flair for building long-term trust.- Proficiency in data analysis tools, especially MS Excel, and the ability to present insights clearly.- Experience in client servicing, preferably in boutique investment firms, asset management, or related industries.Join us at Jericho Ventures Private Ltd. and be part of a team that is committed to providing excellent financial services and strategic guidance to our valued clients.,
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