17 Client Profiling Jobs

Walk-In Drive: Lead Generation Specialist (LinkedIn International Clients) Date: Tuesday, 30th September 2025 to Saturday, 4th October 2025 Time: 11:00 AM to 4:00 PM Venue: KVCH, C-109, Sector 2, Noida Contact Number: 8287102964 E-mail Address: Placement@kvch.in About the Role: Are you great at making connections and starting conversations online? We're looking for Lead Generation Specialists who can effectively use LinkedIn and other online platforms to generate quality leads from international markets (US, UK, UAE, etc.). This is your chance to join a fast-growing team and contribute directly to global business expansion! Position: Lead Generation Executive / Specialist Experience: 2+ Year...

As an integral part of Eskimo Advertising Factory, you will contribute to the mission of delivering top-notch services in Ad Films, Corporate Films, Branding, and Digital Marketing. Your role will involve working closely with the creative team to develop innovative solutions that enhance clients" brands. You will need to focus on practicality, timeliness, and budget constraints to ensure clients receive the best value for their investment. Located in Chennai, the agency takes pride in combining simplicity with sophistication to guarantee client satisfaction. Your responsibilities will include: - Collaborating on content concepts for diverse clients - Keeping abreast of social media trends an...

As a Manager / Sr Manager Risk Management and Surveillance with 7-10 years of experience, your role will involve the following key responsibilities: - Leading and managing a team of Broking Risk Management professionals at the Corporate Office. - Developing policy framework, processes, and systems for effective risk management of the retail equity broking business. - Creating scorecards, metrics, and dashboards to analyze portfolio behavior. - Conducting Scrip Profiling, Client Profiling, and Periodic Flushing. - Monitoring and optimizing Margin utilization. - Tracking, monitoring, and analyzing the portfolio regularly. - Providing regular MIS reports to senior management including aging rep...

As a Senior Manager/Team Lead in Real Estate Sales focusing on Holiday Destination Projects, you will be responsible for leading and managing sales operations for real estate projects in popular holiday and second-home destinations like Shimla, Mussoorie, Goa, and more. Your key responsibilities will include developing go-to-market strategies, building a high-performing sales team, and ensuring the achievement of monthly/quarterly sales targets. You will leverage your extensive experience of 7-12 years in Real Estate Sales with a focus on brokerage or builder firms. Your proven track record in selling projects across holiday markets such as Goa, Uttarakhand, or Himachal Pradesh will be cruci...

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...

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 ...

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,...

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,...

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 a...

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 a...

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 - Keepin...

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. S...

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 ...

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 delive...