12829 Client Management Jobs - Page 2

Role Overview: In this role, you will be managing a team that supports a global premier investment management client. Your responsibilities will include overseeing end-to-end delivery and day-to-day transactional tasks in a fast-paced and dynamic environment. You will be required to establish and nurture effective communication and relationships with business operations teams and IT to ensure a high level of service delivery to clients. Key Responsibilities: - Manage the corresponding team in location(s) for responsible client(s) - Own and oversee middle office functions across trade lifecycle, settlements, reconciliations, reporting, and exception management - Implement and monitor risk mit...

General Manager (Sales & operation) Job Name: General Manager (Sales & operation) Job Role: GM Sales Industry:Textiles, Garments Job Location:Udaipur (Rajasthan) Experience:10 - 20 year Salary:Best in the Industry Skills:Operations, Project Management, Team Management, Client Management Education:MBA/ BBM Job Summary: Should have strong work experience in Textiles, Garments, fabrication industry. strong communication skills supervise lower-level managers and may oversee a department or a local office within the company. He will be responsible for interviewing, hiring, training, and disciplining lower-level managers and employees, as well as coaching and mentoring lower-level managers. About ...

HR Recruiter Name:HR RecruiterRole:RecruiterIndustry:Consulting Location:Udaipur(Rajasthan)Job Type:Full TimeExperience:Fresher- 2yearsSkills:End to End Recruitment, Interviewing, sourcing, screening etc.Salary:Best in the industryEducation:Any Graduate, MBA (HR) Description: Recruiter is responsible for sourcing, screening, and hiring candidates for various positions on behalf of client companies. role involves managing the end-to-end recruitment process, building strong relationships with clients and candidates, and ensuring a high level of service delivery in line with the consultancy’s standards. Client Management: Develop and maintain strong relationships with client companies.Understan...

Sales & Marketing Executive( IT Product) Job Name: Sales & Marketing Executive( IT Product) Job Role: Executive Industry:Software, IT Job Location:Udaipur (Rajasthan) Experience:3- 8yearSkills:IT Product Sales, Marketing, Client Management Salary:Best in the Industry Education:BCA, MCA, B.tech(CS/IT), MBA Job Summary: Should have experience in software product marketing and sales. strong communication skills. preferably in software as a service product. Perform Sales related activities like creating impactful product videos, helping the new customers get comfortable to use the product. About The Role :: Should have experience in software product marketing and sales. strong communication skil...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 6) Ensure all clients are met on a regular basis. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are done per day within your territory.

Equity sales to clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through Advisory products, Investment products, IPO, ETF etc. Acquire & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients. Advising clients...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to ...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate profile: 1) Minimum 7 Years of experience, ...

Job Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market und...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

General Manager (GM) Job Name General Manager (GM) Job Role GM Industry Real Estate Job Location Udaipur (Rajasthan) Experience 10 - 20 year Salary 10- 20Lpa Skills: Operations, Project Management , Team Management , Client Management Education MBA/B.com About The Role : The general manager supervises lower-level managers and may oversee a department or a local office within the company. He will be responsible for interviewing, hiring, training, and disciplining lower-level managers and employees, as well as coaching and mentoring lower-level managers. As general manager, hewill create incentives for employees and evaluate your department’s efficiency and productivity. Additionally, as the g...

General Manager (Sales & operation) Job Name General Manager (Sales & operation) Job Role GM Sales Industry Automobile Job Location Udaipur (Rajasthan) Experience 10 - 20 year Salary Best in the Industry Skills: Operations, Project Management , Team Management , Client Management Education MBA/ BBM Job Summary: We are Hiring General Manager (Sales & operation) for Automobile company at Udaipur Location. should have strong Sales Experience in automobile industry.The general manager supervises lower-level managers and may oversee a department or a local office within the company. He will be responsible for interviewing, hiring, training, and disciplining lower-level managers and employees, as ...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Supe...

Skills: Operations, Project Management , Team Management , Client Management Education : B.Tech MCA BCA Job Description : We are seeking an experienced Sr. IT Project Manager.Experience of Managing Multiple Large Projects with large teams IT Projects.will be responsible for the administration of network and server infrastructure within all departments, planning of technology projects, managing our team of IT professionals, implementing technology security and the execution of all technology-related tasks and initiatives. Responsibilities: Overall single person responsible for all project executions of the organization.Managing multiple Project Managers/Project Owners.Monitoring the project p...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

1) Growth of Revenue and Market Share, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position Minimum 5 year in Stock Broking Channel handling...

About the Role: We are looking for an experienced and strategic Account Manager to manage and grow our exclusive Tech Mahindra account. Mandatory Requirement: The candidate must be currently handling Tech Mahindra as a client and should have managed this account for a minimum of the last 2 years continuously in an account management / client relationship / delivery ownership capacity. This role will lead a dedicated recruitment delivery team including Lead Recruiters, Senior Recruiters, and Recruiters, ensuring consistent fulfillment of hiring demands, strong client relationships, and operational excellence. Key Responsibilities: Client & Stakeholder Management Act as the single point of con...

Lead brand sales and marketing campaigns driving outcomes through impactful marketing strategies Guide and develop a team of 15-20 associates to achieve marketing objectives Manage client relationships and team performance Contact Uttara - 9137189161 Required Candidate profile Strong communication and interpersonal skills Hardworking and adaptable Eager to learn and grow Graduate or Postgraduate in any field Open to freshers Immediate availability for start Perks and benefits Incentives Certificates Travel and exposure