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1 WealthPro Technologies Job
Client Engagement (Planning & Advisory) Professional
2-5 years
Chennai
1 vacancy
Client Engagement (Planning & Advisory) Professional
WealthPro Technologies
posted 16d ago
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Job Description
Wealth Yantra Technologies Private Limited is looking for Client Engagement (Planning & Advisory) Professional to join our dynamic team and embark on a rewarding career journey.
- Develop and maintain strong relationships with clients, understanding their business goals, challenges, and requirements
- Provide strategic advisory services, crafting customized plans and solutions to meet client needs
- Conduct regular client meetings, presenting insights, progress updates, and recommendations for improvement
- Collaborate with internal teams to ensure timely delivery of projects and alignment with client expectations
Employment Type: Full Time, Permanent
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