752 Client Retention Jobs - Page 17

1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location: Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Chennai,Bengaluru,Hyderabad,Kolkata,Pune,Kochi,Indore,Jaipur

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of Portfolio Management segment, Mutual Funds, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location : - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodra, Mumbai,Thane,Chandigarh,Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 8) Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore

Job Responsibilities:- Manage and nurture strong relationships with assigned clients. Execute and monitor loyalty programs: point systems, e-voucher redemptions, and rewards campaigns. Coordinate with internal teams (tech, ops, analytics, fulfillment) to deliver campaign outcomes. Ensure timely reporting through MIS and dashboards. Handle client calls, queries, and escalations professionally. Understand and optimize client KPIs: engagement rate, redemption %, ROI. Maintain CRM systems with accurate client interaction records. Key Requirements:- 4 to 6 years of experience in client relationship/client servicing roles. Mandatory: Experience in managing loyalty or rewards programs (dealer, influencer, or consumer). Strong understanding of redemption workflows, voucher systems, and reward platforms. Hands-on with CRM tools and MS Excel (VLOOKUP, Pivot, Reports). Excellent communication and coordination skills.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. location: Mumbai,Thane,Chandigarh,Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

We're looking for a highly skilled and motivated Business Manager to join our dynamic team. The ideal candidate will be responsible for overseeing daily operations, driving business growth, and ensuring efficiency and effectiveness across various departments. This role requires a strategic thinker with strong leadership abilities and a proven track record in business management. Lead and manage a team of 2030 members, ensuring high performance and alignment with business goals. Strategically plan, forecast, and achieve fortnightly and monthly client retention targets across the assigned client portfolio. Build and nurture strong, professional relationships with clients to drive long-term engagement. Hire, train, and retain team members by formulating development plans and addressing their training needs. Ensure swift and effective resolution of client issues to maintain satisfaction and loyalty. Support the field sales team in meeting revenue and retention targets through structured follow-ups and timely deal closures. Conduct 23 in-person client meetings daily to strengthen relationships and drive business outcomes. Please share your resume Recruiter Name- Shweta Singh Recruiter ID- shweta.singh2@indiamart.com

Roles and Responsibilities Manage relationships with existing clients to identify new business opportunities and cross-sell/up-sell recruitment services. Develop and execute strategies for client acquisition, retention, and portfolio management. Identify key accounts and focus on building strong relationships with high net worth companies through effective communication, negotiation, and problem-solving skills. Collaborate with internal teams to resolve customer issues promptly and efficiently. Analyze market trends, competitor activity, and industry developments to stay ahead in the competitive landscape. Desired Candidate Profile 8-13 years of experience in B2B sales or relationship management in financial services/ technology or consumer sector. MBA/PGDM degree from a reputed institution. Proven track record of success in account management, client handling, cross selling/upselling, new business development, portfolio management. Prior experience of working in a Pan India Recruitment Business.

1) The candidate will be responsible for Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with key retail clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 1 year to 2.5 years in Full Service Broking Firm Acquisition of Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Rajasthan , Delhi, Ahemdabad, Jaipur, Mumbai, Chennai, Kolkata, Bengaluru, Hyderabad, Pune, Lucknow

About the job Job Title: Associate Account Manager Experience: 0.6-3 years Location: Bengaluru (Work from office) Shift Timing: 9:30 AM to 6:30 AM (Mon-Fri) Role Descriptions We are seeking a highly motivated and experienced Associate Account Manager to join our team. The Associate Account Manager will be responsible for building and maintaining relationships with clients, managing client projects and portfolios, and ensuring client satisfaction and driving business growth. The Associate Account Manager will also collaborate with cross-functional teams to align strategies and objectives, monitor project progress, and provide regular updates to clients. The candidate should have a proven track record in account management, excellent communication skills. Responsibilities: Serve as the primary point of contact for assigned key accounts, building and maintaining strong relationships with clients. Understand client needs and requirements and provide tailored solutions to meet their business objectives. Develop and implement account plans to achieve sales targets and drive revenue growth. Conduct regular business reviews with clients to evaluate performance, identify opportunities for improvement, and upsell additional products or services. Stay updated on industry trends, competitor activities, and market dynamics to provide insights and recommendations to clients. Identify and pursue new business opportunities within existing accounts, maximizing revenue potential. Qualifications: Bachelors or masters degree Prior experience in sales or business development. Strong relationship-building skills with the ability to engage and communicate effectively with clients at various levels. Excellent negotiation and persuasion abilities Ability to work independently and collaboratively in a fast-paced, dynamic environment. Excellent presentation, written, and verbal communication skills. Willingness to travel to client sites as needed.

Establish sales objectives for company's brand by forecasting and developing annual sales quotas for regions Grow sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors Analyze sales and marketing data and make relevant reports for management Candidate should identify potential opportunities within client base & relevant stakeholders to accelerate business volume To meet sales target and keep tracks of the targets on quarterly basis Develop and maintain relationships with existing customers via telephone/ emails and meetings Candidate should provide professional and effective services to meet customer expectations Client retention and client servicing and reviving lost inactive or lost accounts Taking customer feedback and analyzing them for future improvements The potential candidate should have: Complete clarity and depth of knowledge and understanding of the sales process from the stage of generating enquiry to getting the sale The potential candidate would demonstrate: A technical bent of mind would be essential and critical for this position Should have excellent communication skills Entrepreneurial competence to take risks Resilience to sale through challenging conditions An ability to build, retain and grow long term relationships- with clients and the team Ability to standardize and customise solutions as per the client requirement A proactive approach, with a zeal of exploring new markets and booking orders Willingness to travel Proficient with usage of Internet for research & marketing, spreadsheet applications, databases, contact management software, word processing, and presentation software Excellent written

WE ARE CONDUCTING MEGA JOB FAIR FOR VARIOUS DOMAIN WITH I IMMEDIATE JOINING FOR TIER 4 COMPANIES IN BANGALORE. Job Title: Senior Customer Service Representative Location: Bangalore Department: Customer Service Reports To: Customer Service Manager Job Type: Full Time. Job Summary: We are seeking a highly motivated and experienced Senior Customer Service Representative to join our team. In this role, you will handle complex customer issues, mentor junior representatives, and support the day-to-day operations of the customer service department. The ideal candidate is proactive, empathetic, and has strong problem-solving and communication skills. Key Responsibilities: Provide high-level support to customers through various channels phone, email, chat, etc. Resolve escalated customer complaints and issues efficiently and professionally. Assist in developing customer service policies and procedures to enhance customer satisfaction. Mentor and support junior customer service staff, offering guidance and training as needed. Monitor and analyze customer feedback and service metrics to identify areas for improvement. Maintain accurate records of customer interactions and transactions in CRM systems. Participate in process improvement initiatives and recommend solutions for operational efficiency. Assist with onboarding and training of new customer service team members. Stay updated on product knowledge, industry trends, and best practices in customer service. Qualifications: Bachelor's degree or equivalent work experience preferred. Proven ability to manage and resolve complex customer issues. Excellent communication, interpersonal, and organizational skills. Strong multitasking and time-management abilities. Proficiency with customer service software and CRM systems. A customer-centric mindset with a strong focus on problem resolution and service excellence. Contact Hiring manager : Aditya - 9686682465 / 7259027282 / 7259027295 / 9900024811

Increasing BPW market share in the territory Directly responsible for achieving product-wise new sales volume targets in specified regions. Enquiry generation by planning customer visit, events and sales promotion activities Proactively follow and close all leads in the respective regions Build rapport and establish long term relationships with customers Successfully generate business from new and existing customer accounts Establish, maintain and expand customer base region wise Manage complex negotiations with senior-level executives Support Brand & Marketing activities in assigned territory Traveling at least two weeks a month throughout specified region to visit with key accounts with the aim of developing new sales Produce visit reports after every business trip made to include summaries of meetings held with customers along with action items to follow up on. Maintaining a list of both current and future key prospects. Regular use of ERP is required Develop comprehensive account plans (Revenue and relationships) & strategies across products and accounts Monitoring competition growth and marketing plans Collect live customer feedback by visiting end-users Preferred candidate profile Immediate Joiner Candidate having experince in automotive, heavy commericial vehicle, truck and trailer industry, tyre indusry. Perks and Benefits Variable Pay Incentive and Employee Insurnace coverage

What does this role hold for you Accountable for the entire process of lead management, sales, and business development for the region. Data management to ensure 100% coverage in assigned territory and tracking other key parameters. Client acquisition campaigns and lead generation to build a flagship brand for property services in the respective region. Accountable for service delivery and ensuring client retention. Providing market intelligence, data analytics and insights to Marketing team to launch the right promotional and customer communication initiatives. Accountable for achieving targets in the designated areas. Mapping new projects & new brokers in designated territories and acquisition of new projects and new brokers to ensure coverage across designated territory. Relationship Management with existing clients to ensure 100% coverage of new projects launched by them. Apply if you have A graduation or post-graduation degree with 3 to 5 years of experience in B2B/Channel sales. Worked in a real estate business. An outgoing personality and are confident & self-motivated. Dexterity in creating and delivering presentations. Resilience and persistence. Passion for selling and dexterity in communicating with people at all levels. Strong implementation skills.

Role: Account Manager Team: Broker Acquisition Who we are REA India is a part of REA Group Ltd. of Australia (ASX: REA) (REA Group). It is the countrys leading full stack real estate technology platform that owns Housing.com, Makaan.com and PropTiger.com. What does this role hold for you Responsible for the entire process of lead management, sales, and business development for the region. Data management to ensure 100% coverage in assigned territory and tracking other key parameters. Client acquisition campaigns and lead generation to build a flagship brand for property services in the respective region. Responsible for service delivery and ensuring client retention. Providing market intelligence, data analytics and insights to Marketing team to launch the right promotional and customer communication initiatives. Responsible for achieving targets in the designated areas. Mapping new projects & new brokers in designated territories and acquisition of new projects and new brokers to ensure coverage across designated territory. Relationship Management with existing clients to ensure 100% coverage of new projects launched by them. Apply if you have Graduation or Post-graduation degree with 3 to 5 yrs of experience in B2B/Channel sales responsibility. Have worked in a real estate business. An outgoing personality and are confident & self-motivated Strong presentation skills A passion for selling and are resilient and persistent Ability to communicate with people at all levels & have strong negotiation skills Strong execution skill

TEAM Developer Sales LOCATION EXPERIENCE 1-8 Yrs POSTED 2 weeks ago What does this role hold for you Accountability for the entire process of lead management, sales and business development for the region. Data management to ensure 100% coverage in assigned territory and tracking other key parameters. Client acquisition campaigns and lead generation to build as a flagship brand for Property. Services in the respective region. Accountability of service delivery ensuring client retention and reference. Providing the market intelligence, data analytics and insights for the marketing team to launch the right promotional and customer communication initiatives. Accountability for achieving targets in the designated areas. Developing and maintaining database regular reporting follow-ups. B2B Frontline Sales Role. Mapping new projects and new builders in designated territories, acquisition of new projects and new builders to ensure coverage across designated territory. Achieving revenue and coverage targets. Apply if you have A graduation degree with 1 to 8 years of experience in B2B/Channel sales Worked in real estate, e-commerce, online business. Dexterity in creating and delivering presentations. Passion for selling. Drive, resilience and persistence. Dexterity in communicating with people Get thebig picture TheTeams Discover our dynamic teams and see where you fit in TheCulture Get a glimpse into your life at REA India WhyJoin Get to know the top reasons why you should join us

Accountability for the entire process of lead management, sales and business development for the region. Data management to ensure 100% coverage in assigned territory and tracking other key parameters. Client acquisition campaigns and lead generation to build as a flagship brand for Property. Services in the respective region. Accountability of service delivery ensuring client retention and reference. Providing the market intelligence, data analytics and insights for the marketing team to launch the right promotional and customer communication initiatives. Accountability for achieving targets in the designated areas. Developing and maintaining database regular reporting & follow-ups. B2B Frontline Sales Role. Mapping new projects and new builders in designated territories, acquisition of new projects and new builders to ensure coverage across designated territory. Achieving revenue and coverage targets. Apply if you have A graduation degree with 1 to 8 years of experience in B2B/Channel sales Worked in real estate, e-commerce, online business. Dexterity in creating and delivering presentations. Passion for selling. Drive, resilience and persistence. Dexterity in communicating with people

Job Summary We are looking for an ambitious and energetic member to join our bidding team in Business Development group and help us expand our clientele. You will be the front of the company and will have the dedication to create and apply an effective bidding strategy. The goal is to drive sustainable financial growth through boosting sales and forging strong relationships with clients. Experience: 4 - 8 years Responsibilities You will be directly responsible for driving end-to-end sales though online bidding, for our services, from prospecting to closure Bid effectively to create a work pipeline. Achieve targets while ensuring profitability through margins. Work closely with the managers and team to meet the targets Building a customer database and follow up on old leads as needed Interacting with customers and project development team for smooth execution of project to ensure client retention Ideal Candidate should have A university graduate; Masters (Computers / Business) is preferred 4+ years of experience in bidding on Upwork, Freelancer & other online job portals. Excellent verbal and written English language skills Ideal candidate should have strong analytical mindset, self-motivated and disciplined About Softobiz Innovation begins with like-minded people aiming to transform the world together. We invite you to become a part of an organization that has been helping clients transform their business by fusing insights, creativity, and technology. At Softobiz, we embrace a diverse mix of talented people who come here to stay and do their best work. Softobiz, a team of 150+ technology enthusiasts have been trusted by the leading enterprises around the globe for last 12+ years. At Softobiz, we transform passionate individuals into proficient professionals dedicated to exploring new frontiers in Software development. Here you will get opportunity to work with technical craftsmen that are pioneer in latest technologies like AI, machine learning, and product development. We promote a culture of equality, learning, collaboration, and creative freedom so that our employees grow. Softobiz is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will be afforded equal employment opportunities without discrimination based on race, creed, colour, national origin, sex, age, disability or marital status. Why should you join Softobiz? With us, you will get an opportunity to work with technical craftsmen that are pioneer in the latest technologies We will offer you a chance to grow with training sessions and skill-enhancement courses With rewards for your exceptional performance and parties to celebrate success, working with us will be fun For more information about our solutions and organization, visit www.softobiz.com , Follow us on Twitter , Facebook , and LinkedIn .

WORK FROM OFFICE - 5 DAYS A WEEK SHIFT - 5:30 PM - 2:30 AM MODE OF TRAVEL - SELF COMMUTE Job Summary The Customer Success Manager is a high-impact role responsible for owning and growing client relationships. This role is central to driving adoption, ensuring retention, and achieving aggressive upsell, cross-sell, and expansion targets. As a key member of the Client Success Team, youll be accountable for hitting both individual KPIs and contributing to broader team goals, while delivering measurable value to our partners across the higher education landscape. Key Responsibilities • Own a portfolio of client accounts and be directly accountable for renewal, retention, and revenue growth through strategic upsell and cross-sell initiatives. • Consistently meet or exceed individual performance metrics tied to account expansion, customer satisfaction, and retention. • Proactively identify and pursue opportunities to expand BlackBeltHelps footprint within existing accounts through value-driven consultative conversations. • Act as a trusted advisor to clients, aligning BlackBeltHelps solutions with institutional goals and demonstrating clear ROI. • Drive product adoption and customer engagement through ongoing education, strategy sessions, and performance reviews. • Collaborate with internal teamsincluding Sales, Product, and Supportto ensure seamless service delivery and maximize client outcomes. • Stay ahead of trends in higher education and edtech to offer strategic guidance and strengthen client partnerships. • Partner with Client Support Managers to address issues swiftly, reduce churn risk, and deliver exceptional customer experiences. Qualifications & Requirements • 2-5 years of experience in customer success, account management, or a growth-focused client-facing role in a B2B tech focused company. • Strong track record of meeting or exceeding revenue growth, retention, and customer satisfaction targets. • Demonstrated ability to lead strategic upsell and cross-sell efforts within existing client relationships. • Excellent relationship-building and communication skills, with an ability to influence at all levels of an organization. • Technically savvy with a passion for learning and optimizing customer journeys. • Self-motivated, results-oriented, and highly accountable able to thrive in a remote, fastpaced environment. • Must be able to travel up to 50% of the time. • Experience with CRM tools and success platforms is required.

Key Account Manager (KAM) Roles and Responsibilities The Key Account Manager (KAM) serves as a strategic partner to the Corporate Security team and acts as the single point of contact for G4S across all client sites. The KAM works in close coordination with the client to oversee security operations, ensure compliance, and drive operational excellence. Key Responsibilities: Client Coordination: Serve as the primary liaison for G4S across all locations, ensuring seamless communication and service delivery. Compliance & Governance: Ensure 100% adherence to statutory and regulatory requirements across all sites in India, in alignment with the law of the land. Performance Management: Monitor and ensure compliance with KPIs and the Master Service Agreement (MSA); develop and implement corrective action plans where needed. Operational Excellence: Provide day-to-day operational support for contracted sites, ensuring services are delivered as per the defined scope in the MSA. Invoice Accuracy: Oversee accurate and timely invoicing, minimizing billing errors and maintaining financial integrity. Salary Disbursement: Ensure timely and accurate payment of salaries to all personnel deployed at client locations. Risk Mitigation: Proactively identify operational risks and collaborate with local teams to address and mitigate them. Emergency Support: Participate in special projects, disaster recovery, and emergency response efforts as needed. Audit & Reporting: Support and execute internal/external audits; maintain documentation and compliance with all company policies and procedures. Issue Resolution: Monitor and report potential service delivery issues; recommend and implement service improvements.

Role & responsibilities Generating new leads through cold calling online and off-line research. Corporate Sales. Connecting Corporate Companies for Staffing and Recruitment Empanelment. Interaction with HR and IT managers for Contract Staffing and recruitment service. Responsible for Vendor Empanelment process for Recruitment and staffing service. Identifying relevant tenders for Staffing • Field visit to corporate companies. Maintaining relationship with new and existing clients. Responsible for smooth recruitment drive at client site. Preparing presentations. Responsible for new business opportunity with the existing clients. Maintaining data in CRM system.

To identify, source and secure both long term and short term B2B business opportunities. To develop new business opportunities within current and new customer base in accordance with the sales strategy defined in GOTO Market plan. To look after client retention by ensuring customers ongoing expectation is met. To manage day-to-day sales activities; including proposal, updating clients on their ongoing orders, prospecting and market development. To support the operation team, technical team and online marketing team by providing customer feedback. To develop good client relationship. To assist with debt collection.

Position Overview: We are seeking dynamic and results-driven sales professionals to join our team. This role focuses on conducting face-to-face sales presentations, allowing clients to understand the value that IndiaMART can bring to their business. As a Sales Manager, you will play a crucial role in acquiring new clients, building long-term relationships, and fostering trust in both yourself and the organization. This role also involves leading a direct sales team, enhancing their productivity, and ensuring the achievement of defined sales targets. Key Responsibilities: Plan, execute, and oversee sales operations to achieve rapid growth in new client acquisition in alignment with organizational processes. Lead and manage a direct sales team of 20+ members, ensuring high levels of efficiency and performance. Drive sales targets and ensure the timely completion of customer onboarding and related tasks. Identify opportunities and challenges, and develop action plans to address key business areas. Promote and execute sales promotion schemes effectively. Ensure strict adherence to defined sales processes and compliance requirements. Regularly review and evaluate team performance, providing necessary guidance and support. Preferred candidate profile Minimum 2 years of relevant experience in direct sales. Proven experience in managing a sales team of 20 or more people. Educational Qualification: MBA or any equivalent degree (minimum 50%). Academic Performance: Minimum 70% in both 10th and 12th grades.

YES SECURITIES is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the role : Client Relationship Management : Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations. Account Management : Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks. Financial Advisory Support : Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals. Cross-Selling and Upselling : Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives. Product Knowledge : It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Required Abilities: Ability to understand business requirements and translate them into technical requirements Ability to learn quickly and operate in a fast-pasted environment Required Work Experience : React.js Developer Degree : Bachelor of Computer Science - BCS | Master of Technology - MTech | Bachelor of Science - BS | Post Graduate Diploma in Information Technology - PGDIT | Master of Computer Applications - MCA Required Knowledge : Thorough understanding of React.js and its core principles Strong proficiency in JavaScript, including DOM manipulation and the JavaScript object model Experience with popular React.js workflows Required Skills : Development Testing, Scientific Programming, Reactjs, Critical Thinking Primary Responsibility : Work and collaborate with the rest of the engineering team Construct visualizations that are able to depict vast amounts of data Work with product team and graphic designers

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings