13 Client Profiling Jobs

The role based in Vadodara requires you to work full-time at a Real Estate Project Site Office with a salary ranging from 3 LPA to 3.6 LPA in-hand. The preference is for a local candidate or someone willing to relocate to Vadodara immediately. The focus is on establishing long-term associations with genuine candidates. As the Sales Manager, you will be responsible for overseeing and managing the sales activities of the assigned residential project. Your primary objective is to ensure that the sales targets for the project are met or exceeded while generating appropriate revenue. Your Key Result Areas (KRAs) include: - Customer Satisfaction: Ensuring a consistently positive experience for all clients to enhance overall satisfaction. - Client Profiling: Effectively qualifying and profiling clients to understand their property needs accurately. - Client Engagement: Increasing follow-up visits by engaging clients meaningfully to build trust and progress them through the sales funnel. - Sales Contributions: Efficiently converting leads into customers to meet and exceed sales and revenue targets. Your Day-to-Day Responsibilities will involve: - Lead Management: Contacting leads from digital campaigns, qualifying their interest, and maintaining detailed records. - Client Education & Engagement: Educating potential clients on project features, benefits, and value while addressing queries and conducting site tours. - Communication & Follow-ups: Scheduling site visits, following up post-visit, and managing both inbound and outbound calls with professionalism. - Client Profiling & Revisits: Gathering detailed client profiles, organizing revisits based on availability, and enhancing the client's experience. - Data & Record Management: Keeping precise records of client interactions, statuses, and stages in the sales pipeline using a CRM tool. - Professionalism & Customer Service: Upholding high standards of professionalism and customer service to create a welcoming environment for all clients. If you are passionate about real estate sales, dedicated to exceeding targets, and excel in customer engagement, this role offers an exciting opportunity to contribute to the success of the assigned projects while building strong client relationships.,

The Screening Associate will be responsible for identifying and qualifying leads generated through marketing campaigns. You will possess excellent communication skills and have a minimum of 2 years of sales experience. Your key responsibility will be to understand the requirements and level of interest of leads generated from marketing campaigns and effectively match them with relevant projects by utilizing sales techniques. Additionally, you will conduct thorough profiling of potential clients and collaborate with the team to ensure a smooth handover of qualified leads for further processing. To excel in this role, you must hold a Bachelor's degree in Business Administration, Marketing, or a related field. A minimum of 2 years of experience in sales, preferably in a similar role, is required. Excellent communication skills and the ability to understand and assess client needs are essential qualities for this position.,

We are seeking a highly organized and detail-oriented Operation Executive to manage a variety of daily, weekly, and monthly operational tasks. You will be responsible for creating MIS and PPT reports, handling client profiling and documentation, and coordinating with multiple teams to resolve operational issues. This role requires strong Excel skills and the ability to handle urgent tasks and escalations from management. Roles & Responsibilities: Prepare daily, weekly, and monthly MIS and PPT reports . Handle client profiling, configurations, and relative documentation . Clean up ticket-level pendencies for multiple projects. Provide operational support and coordination with the development, care, and implementation teams. Handle escalations and urgent tasks from management and other teams. Take care of client bugs and assign tickets to the appropriate development or care team. Prioritize work and conduct proper analysis to ensure smooth operations. Skills Required: Strong proficiency in Excel . Experience in preparing MIS and PPT reports. Ability to handle a number of issues and take care of accounts. Knowledge of client profiling, configurations, and documentation. Strong organizational skills to manage ticket pendencies and a release note. Good business-level communication skills to coordinate with various teams and handle escalations. QUALIFICATION: Bachelor's degree in a relevant field or equivalent practical experience.

We are seeking a highly organized and detail-oriented Operation Executive to manage a variety of daily, weekly, and monthly operational tasks. You will be responsible for creating MIS and PPT reports, handling client profiling and documentation, and coordinating with multiple teams to resolve operational issues. This role requires strong Excel skills and the ability to handle urgent tasks and escalations from management. Roles & Responsibilities: Prepare daily, weekly, and monthly MIS and PPT reports . Handle client profiling, configurations, and relative documentation . Clean up ticket-level pendencies for multiple projects. Provide operational support and coordination with the development, care, and implementation teams. Handle escalations and urgent tasks from management and other teams. Take care of client bugs and assign tickets to the appropriate development or care team. Prioritize work and conduct proper analysis to ensure smooth operations. Skills Required: Strong proficiency in Excel . Experience in preparing MIS and PPT reports. Ability to handle a number of issues and take care of accounts. Knowledge of client profiling, configurations, and documentation. Strong organizational skills to manage ticket pendencies and a release note. Good business-level communication skills to coordinate with various teams and handle escalations. QUALIFICATION: Bachelor's degree in a relevant field or equivalent practical experience.

As a Manager/Senior Manager of Risk Management and Surveillance with 7-10 years of experience, you will be responsible for leading a team of Broking Risk Management at the Corporate Office. Your role will involve developing policy frameworks, processes, and systems to ensure effective risk management for the retail equity broking business. You will be tasked with creating scorecards, metrics, and dashboards to analyze portfolio behavior, as well as conducting Scrip and Client Profiling, Periodic Flushing, and monitoring Margin utilization. Your duties will include tracking, monitoring, and analyzing the portfolio, along with generating regular MIS reports for senior management. Supervising and mentoring the risk team to ensure efficient processes, liaising with software vendors for system enhancements, and collaborating with business units to understand requirements and recommend policy changes will also be part of your responsibilities. You will be expected to resolve audit queries, ensure compliance with risk-related regulations, and handle tasks such as Scrip Profiling, Client Profiling, Margin Monitoring, and Flushing. To excel in this role, you should possess practical knowledge of capital markets, industry insights, and an understanding of various products and market segments. A thorough comprehension of risk management in capital markets is crucial for this position. You will play a vital role in ensuring compliance requirements are met, reporting margin shortfalls, and managing risk-related submissions to exchanges. Your expertise in risk management will be instrumental in maintaining a secure and efficient broking environment.,

You will be part of a dynamic team at Eskimo Advertising Factory, a company specializing in Ad Films, Corporate Films, Branding, and Digital Marketing services since 2007. Your role will involve assisting in creating content concepts for clients, monitoring social media trends, tracking performance analytics, and conducting competitor analysis. Additionally, you will be responsible for market and competitor research, identifying potential clients, and supporting business growth planning. To excel in this role, you should have a basic understanding of social media platforms and digital marketing, along with strong verbal and written communication skills. Good organizational and multitasking abilities, logical and analytical skills, self-motivation, and eagerness to learn are essential. Knowledge of MS Office is a plus. This internship opportunity will last for 3 to 6 months, with confirmation after discussion, and will be located on-site in Chennai. If you are ready to take your skills to the next level and contribute to innovative solutions, please send your resume and portfolio to hr@eskimoadvertisingfactory.com or apply through this job posting. For more information about Eskimo Advertising Factory, visit https://eskimostudios.com/.,

As an integral part of Eskimo Advertising Factory, you will contribute to our mission of delivering top-notch services in Ad Films, Corporate Films, Branding, and Digital Marketing. Your role will involve working closely with our creative team to develop innovative solutions that enhance our clients" brands. With a focus on practicality, timeliness, and budget constraints, you will ensure that our clients receive the best value for their investment. Located in Chennai, our agency takes pride in combining simplicity with sophistication to guarantee client satisfaction. Your responsibilities will include: Social Media Management: - Collaborating on content concepts for diverse clients - Keeping abreast of social media trends and proposing relevant ideas - Monitoring and reporting on social media performance metrics - Conducting competitor analysis to inform client account strategies Business Development: - Undertaking market and competitor research - Identifying and profiling potential clients - Assisting in internal documentation and business growth planning To excel in this role, you should possess: - A fundamental understanding of social media platforms and digital marketing - Excellent verbal and written communication skills - Strong organizational and multitasking capabilities - Logical and analytical thinking - Self-motivation and a willingness to learn - Proficiency in MS Office would be advantageous This internship opportunity offers: - Duration: 3 to 6 months (Confirmation after discussion) - Location: On-site in Chennai If you are eager to elevate your skills and contribute to a dynamic team, we encourage you to apply. Please send your resume and portfolio to hr@eskimoadvertisingfactory.com or submit your application through this job posting. Learn more about Eskimo Advertising Factory at: https://eskimostudios.com/,

You will be leading the team of Broking Risk Management at the Corporate Office. Your primary responsibilities will include the development of a policy framework, processes, and systems for effective risk management of the retail equity broking business. This will involve creating scorecards, metrics, and dashboards to analyze portfolio behavior. You will be in charge of Scrip Profiling, Client Profiling, and Periodic Flushing, as well as monitoring and optimizing Margin utilization. Regular monitoring, tracking, and analysis of the portfolio will be crucial aspects of your role, along with providing regular MIS reports to senior management on aging reports, debit reports, and NLV reports. Supervising and mentoring the risk team to ensure efficient process implementation will also be part of your duties. You will need to liaise with software vendors for system changes/enhancements and collaborate with the business to understand requirements and recommend policy changes to support business needs. Additionally, you will be responsible for resolving all audit-related queries for the department. Ensuring compliance requirements from a risk perspective, such as temporary funding and dealer codes, are reported to the exchange will be a key focus area. Practical knowledge of capital markets, understanding of industry trends, various products, and market segments are essential for this role. A Graduate/Post Graduate with relevant experience in Risk Management from Broking Companies is preferred. This position requires you to work from the office with the job location in Andheri, Mumbai. Candidates must be willing to travel to Andheri regularly to be considered for this role.,

You will be responsible for serving as a Sr. Solution Consultant specializing in Institutional Assets and Retirement Services at our Pune location. With 16 to 22 years of experience in the BFSI sector, you will need to possess a thorough understanding of the industry trends and client issues. Your role will involve collaborating with Sales teams to identify new opportunities through market research, business analysis, and client profiling. Additionally, you will be required to create proposals, deliver presentations and solution demonstrations, and provide high-level estimates at the Solution, Architecture, and Design level. You will play a crucial role in the entire project lifecycle, from opportunity identification to delivery handover, by liaising with various teams such as Sales, Delivery, Horizontals, and Legal departments. Your expertise in the BFSI space, particularly in the Institutional Assets and Retirement Services domain, will be invaluable in developing strong solutions and engaging with stakeholders effectively. You should have experience in presales, technology solutions, communication, presentation, and stakeholder management. Familiarity with new technology trends such as GenAI, AI/ML, and RPA, as well as the ability to work with geographically distributed teams and undertake domestic and international travels, are essential for this role. In return, you can expect a competitive salary and benefits package, a culture focused on talent development, opportunities to work with cutting-edge technologies, and various employee engagement initiatives. Persistent Ltd. is committed to creating an inclusive environment that values diversity and offers hybrid work options, flexible hours, and accessible facilities for employees with disabilities. If you are looking to accelerate your growth, make a positive impact using the latest technologies, and collaborate in a values-driven work environment, join us at Persistent. Persistent is an Equal Opportunity Employer that promotes diversity and inclusion in the workplace. We encourage applications from qualified individuals of all backgrounds and abilities, ensuring a supportive and inclusive environment where every employee can thrive.,

Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients

Create a financial plan after understanding the client profile Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Verifying and cross-checking the generated financial plans

Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients Ensuring compliance with quality and safety requirements

Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. Create and deliver nudges timely reminders and communications to encourage clients to take recommended financial actions Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights Collaborative mindset with a focus on achieving results through teamwork and client-centric execution Structured and methodical approach to thinking and execution with strong attention to detail Comfortable working in agile, fast-paced environments with adaptability to shifting priorities