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Client Relations Manager Jobs in India

Last updated: 4 days ago
  • Promoted
Partner Client Relations

Partner Client Relations

Antal InternationalGreater Bengaluru Area, India
Director / Partner Client Relations.Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune. To acquire and engage with Institutional clients i.Corporate, SME, Banks, Fi...Show moreLast updated: 30+ days ago
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Unifi Capital - Senior Manager - Client Relations

Unifi Capital - Senior Manager - Client Relations

Unifi Capital Pvt. LtdDelhi, India
Senior Manager - Client Relations - Unifi Capital is one of India's largest independent portfolio managers with a legacy of more than 22 years. The firm was founded with a ...Show moreLast updated: 30+ days ago
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Client Relations Specialist (HNI, wealth management)

Client Relations Specialist (HNI, wealth management)

Talent SutraBengaluru, Karnataka, India
As a Financial Concierge, you will be crucial in sourcing leads, and providing expert guidance on our investment product. You will need a deep understanding of financial principles, the ability to a...Show moreLast updated: 7 days ago
Female Client Relations interns

Female Client Relations interns

PactpulsesolutionsJaipur, Rajasthan, India
PactPulse Solutions is a comprehensive business solutions company committed to empowering businesses across various industries. We offer a wide range of services, including marketing, hiring, web de...Show moreLast updated: 30+ days ago
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Jr Client Relations Manager

Jr Client Relations Manager

Home Pick INCDelhi, Delhi, India
We are looking for a dynamic and resultsoriented Client Relationship Manager to join our team.The ideal candidate will be responsible for building and maintaining strong relationships with our clie...Show moreLast updated: 30+ days ago
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Media Manager (Client Servicing & Partnership) Public Relations

Media Manager (Client Servicing & Partnership) Public Relations

Excellent PublicityAhmedabad, Gujarat, India
Excellent Publicity is an advertising agency headquartered in Ahmedabad, India.Since its founding in 2011, Excellent Publicity has expanded to Mumbai, Pune, Delhi, Indore, Bangalore, and Dubai as w...Show moreLast updated: 4 days ago
Senior Executive – Client Relations

Senior Executive – Client Relations

CONNECTING 2 WORKCalicut
₹15,000.00–₹29,000.00 monthly
The incumbent will be solely responsible for maintaining relationship and servicing for both existing and new clients.Confer with customers by telephone or in person to provide information about pr...Show moreLast updated: 30+ days ago
Client Relations (BDE / Lead)

Client Relations (BDE / Lead)

StarclinchDelhi, India
₹25,000.00–₹40,000.00 monthly
Job Description- Take prospect from initial contact phase to qualified phase over the phone.Generate revenue by pitching prospects and converting them to sales. Meet and exceed pipeline contribution...Show moreLast updated: 30+ days ago
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Investor Relations Manager

Investor Relations Manager

SwiggyIndia
Employees will work fulltime from their base location (Bangalore).Company Overview : Swiggy is one of India’s most loved platforms and is a well-funded company with marquee investors and highly respe...Show moreLast updated: 25 days ago
Client Relations manager 1

Client Relations manager 1

FISHyderabad- , Telangana, India
Experienced (relevant combo of work and education).Do you want to be a part of the new and dynamically growing team servicing companies across capital markets? Are you a diligent and motivated pers...Show moreLast updated: 30+ days ago
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Client Relations Executive Renewal Sales

Client Relations Executive Renewal Sales

Masters India Private LimitedNoida, Uttar Pradesh, India
We are seeking a highly motivated and experienced.Senior Client Relations Executive.In this role you will be responsible for managing and nurturing relationships with our enterprise clients driving...Show moreLast updated: 30+ days ago
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Relations Manager

Relations Manager

STAFFIAARajkot, Gujarat, India
₹400,000.00 yearly
Relationship Manager HL LAP Open Market.The Relationship Manager (RM) for Home Loans (HL) Loan Against Property (LAP) and Open Market is responsible for acquiring new clients managing existing rel...Show moreLast updated: 30+ days ago
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Client Relations Specialist

Client Relations Specialist

Quantum Leap Learning Solutions Pvt LtdIndia
Job Description : The Client Relationship Executive is responsible for building and maintaining long lasting relationships with graduated clients to ensure that there is value addition even after the...Show moreLast updated: 6 days ago
Assistant Manager - Soft Services & Client Relations

Assistant Manager - Soft Services & Client Relations

JLLMumbai, MH
JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...Show moreLast updated: 30+ days ago
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AECC Global - Assistant Manager - Client Relations

AECC Global - Assistant Manager - Client Relations

AECC GLOBAL Ind Pvt LimitedGurugram, India
About the Role : - We are seeking a dynamic and results-oriented Assistant Manager - Client Relations to join our team.In this role, you will be responsible for fostering strong...Show moreLast updated: 30+ days ago
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Head - Client Relations

Head - Client Relations

KazamDelhi NCR, India
Job Summary : We seek an experienced and dynamic Customer Relationship Head to lead and manage our Customer Relationship team. This role requires frequent travel to connect with ...Show moreLast updated: 25 days ago
Client Relations Executive

Client Relations Executive

India Home Health CareINDIA
Job Summary : The client care coordinator is the centre of the organization in ensuring quality patient care with atmost client satisfactionRequirements : Education : General Nursing, Bsc desirableExper...Show moreLast updated: 30+ days ago
Senior Manager- Business Development and Client Relations

Senior Manager- Business Development and Client Relations

multi-act trade and investmentINDIA
Senior Manager - Business Development and Client Relations.Minimum Work Experience Required : .Experience in family office / UHNWI investments is preferable.Show moreLast updated: 30+ days ago
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Client Relations Specialist -

Client Relations Specialist -

SaganNew Delhi, Delhi, India
Job Title : Client Relations Specialist.Monday Friday 8 : 00 AM to 5 : 00 PM (PST).NOTE : INDEPENDENT CONTRACTOR POSITION. Sagan is an exclusive membership community for top executives founders and CEOs ...Show moreLast updated: 30+ days ago
Team Lead Client Relations

Team Lead Client Relations

PrismHRNoida, Uttar Pradesh, IN
Work closely with the Payroll Supervisor to manage the daily activities of the Department and employee productivity.Responsibilities include processing payroll, training new hires, problem resoluti...Show moreLast updated: 30+ days ago
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Partner Client Relations

Partner Client Relations

Antal InternationalGreater Bengaluru Area, India
30+ days ago
Job description

Director / Partner Client Relations

Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune

Job Objective

  • To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market / product updates to the clients and making recommendations thereof.
  • The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
  • Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
  • The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience / expertise and customer centricity.
  • The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.

Key Result Areas :

To undertake new client acquisition, retention & growth :

  • To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates / FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc
  • To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
  • To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
  • To work with the retail teams in arranging worksites in the premises of Institutional clients
  • To achieve targeted profitability & fee income

  • To maintain sales volumes & achieve targeted revenue from all customers / products.
  • To share regular market updates with clients and provide right investment solution.
  • To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
  • To contribute to customer satisfaction initiatives

  • To follow the ethical and fair practices code for selling products
  • To ensure regular availability of research material and inputs to the clients
  • To ensure that client promises are kept and their grievances are adequately addressed or highlighted
  • To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product / service mix
  • To ensure policy adherence and documentation

  • To be aware of all critical policies & procedures & ensure compliance with them
  • To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures
  • To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations
  • To formulate periodic MIS and track competitor moves and report them periodically

  • To send detailed periodic activity & sales reports to the Teal Lead
  • To monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams
  • To contribute in skill enhancement

  • To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services
  • Must Have

  • Should have at least 12 plus years of work experience in wealth related profiles
  • Should have managed Ultra HNI customers
  • Should have thorough working knowledge of Equity & Debt Markets
  • Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
  • Should have spent at least 5 years in the current or Previous organization