Dollar24 Unified Financial Solutions LLP, based in New Delhi, India, is a corporate financial advisory firm specializing in the acquisition of small Non-Banking Financial Companies (NBFCs) and project finance. We offer expert financial solutions and advisory services tailored to meet the needs of corporate and commercial clients as well as individuals throughout India. Our team comprises professionally qualified and experienced advisors dedicated to delivering value and optimizing client benefits.
Role Description
This is a full-time on-site role for a Client Relationship Manager based in New Delhi. The Client Relationship Manager will be responsible for managing client relationships, providing financial advisory services, understanding client needs, and delivering tailored financial solutions. Additional responsibilities include handling client inquiries, conducting regular client meetings, and ensuring client satisfaction through continuous support and communication.
Qualifications
Excellent client relationship management and communication skills
Strong understanding of financial advisory services and solutions
Experience in managing client portfolios and delivering personalized financial advice
Ability to handle client inquiries and provide exceptional customer service
Strong organizational and time management skills
Bachelor's degree in Finance, Business Administration, or a related field
Experience in the financial advisory sector is a plus
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