1559 Client Servicing Jobs - Page 33

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in MLAP. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 1 year of experience in the BFSI industry, preferably in MLAP. Strong knowledge of financial products and services, including loans and investments. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is an advantage. Location - Erode,Namakkal,Salem,Vazhapadi

Looking to onboard a skilled Relationship Manager with 1-5 years of experience in the BFSI industry, specifically in Mutual Funds. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify new business opportunities and expand existing relationships. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay up-to-date with market trends and competitor activity to stay ahead in the industry. Identify cross-selling opportunities across various product lines to maximize revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide expert advice to clients. Proficiency in using CRM software and other tools to manage client interactions.

Main responsibility is to develop and manage digital marketing strategies with our clients & help them achieve their digital marketing goals, that will include creative development, social media, SEO, Performance Marketing & technology led solution Required Candidate profile Build long-term relationships with clients Determine & manage clients day today business requirements Write creative-media-social media-SEO briefs & help them deliver through internal stakeholders

This job role involves engaging with customers over calls, promoting services, handling inquiries, and closing sales. Key responsibilities include lead generation, maintaining customer relationships, addressing queries, and achieving sales targets. Sales incentives Provident fund

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all communication between custodians and advisors or clients, including researching custodial issues Ensure timely and accurate completion of client documentation and follow-up action items Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience Conducting investment research (Stocks, Mutual Funds, ETF and Bonds) Preparing financial analyses and financial plans for HNI/UHNI clients Skill Set Preferably have 3-4 years experience of the US financial services market Strong understanding of U.S. financial planning concepts including investments, insurance, tax, and estate planning. Proficiency in using financial planning and wealth management tools and CRMs. Are willing to keep up to date with US based technical, taxation, legislation, product and provider changes Proficient in MS Office suite. Excellent Communication skills (Oral and Written) Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently

The Senior Account Manager is responsible for driving strategic account management, stakeholder engagement, revenue growth, and operational oversight, ensuring seamless execution and sustained client satisfaction. Required Candidate profile Develop a strong team for Finance Department with high sense of responsibility and integrity among team members. Have good and clear communication Age limit : 45yrs

Roles To be Performed: Inside sales executive is required to contact potential buyers through phone / emails etc. attends and replies enquires, presents our services, shares quotes / pricing and tries to convert into sales. Person is required to perform end to end tasks related to customer enquiry, sharing quotation, taking job confirmations, media-in, payments, providing updates to customer & do follow ups as required, co-ordinate with internal departments till the media out. In order to be successful in this role, you will need to have a deep understanding of the inside sales process, interpersonal skills and good communication skills. Previous experience in a tele-sales role is an advantage. Inside sales executives need to interact with potential and existing Inbound customers through emails, telephone calls, and with walk in clients. Work with these leads to convert into business for companys software and services. Create suitable quotes, follow ups and Negotiations as required. Generates revenue by soliciting and obtaining purchase orders. Building trust & rapport with clients by providing them regular updates for the ongoing orders and by timely delivery of services. Co-ordination with different internal departments. Qualifications & Skills Required: Any Graduate, additional certificate in Customer Services or experience in a related field will be preferred. Exceptional verbal and written communication; interpersonal, customer service, problem-solving and conflict resolution skills. Familiarity with Negotiations & other sales tactics. Competency in Microsoft applications including word, excel, and outlook. Business goal oriented, ability to achieve business targets consistently. Uphold standards of self-motivation, time management to perform multitask and remain calm under pressure. Interested candidates can share their resumes on below email id : Tanya.agarwal@stellarinfo.com

Roles To be Performed: Inside sales executive is required to contact potential buyers through phone / emails etc. attends and replies enquires, presents our services, shares quotes / pricing and tries to convert into sales. Person is required to perform end to end tasks related to customer enquiry, sharing quotation, taking job confirmations, media-in, payments, providing updates to customer & do follow ups as required, co-ordinate with internal departments till the media out. In order to be successful in this role, you will need to have a deep understanding of the inside sales process, interpersonal skills and good communication skills. Previous experience in a tele-sales role is an advantage. Inside sales executives need to interact with potential and existing Inbound customers through emails, telephone calls, and with walk in clients. Work with these leads to convert into business for companys software and services. Create suitable quotes, follow ups and Negotiations as required. Generates revenue by soliciting and obtaining purchase orders. Building trust & rapport with clients by providing them regular updates for the ongoing orders and by timely delivery of services. Co-ordination with different internal departments. Qualifications & Skills Required: Any Graduate, additional certificate in Customer Services or experience in a related field will be preferred. Exceptional verbal and written communication; interpersonal, customer service, problem-solving and conflict resolution skills. Familiarity with Negotiations & other sales tactics. Competency in Microsoft applications including word, excel, and outlook. Business goal oriented, ability to achieve business targets consistently. Uphold standards of self-motivation, time management to perform multitask and remain calm under pressure. Interested candidates can share their resumes on below email id : Tanya.agarwal@stellarinfo.com

Who we are: Burson is the global communications leader built to create value for clients through reputation. With highly specialized teams, industry-leading technologies and breakthrough creative, we help brands and businesses redefine reputation as a competitive advantage so they can lead today and into the future. When you work at Burson, you are part of a global community of lifelong learners who thrive at the edge of innovation. Burson is part of WPP (LSE/NYSE: WPP), the creative transformation company. For more information visit bursonglobal.com and follow us on LinkedIn and Instagram . More About The Role Burson India is looking for a Public Relation Executive for our Gurugram location. As a PR Executive you are expected to actively be involved in the day-to-day execution of client activities under the supervision and guidance of senior team members. You will contribute to Burson - India s performance by supporting the seniors in the team to manage client relationships and integrated communication (IC) programs, satisfying, and delighting clients and generating new business. You are required to support our corporate strategy and your practice or office to help ensure superior client service, a winning culture and profitability. What You Will Do: Stay updated on all your clients, their industries, and competitors by actively reading articles, press materials, marketing collateral and strategy documents. Help organize and participate in client brainstorm meetings and calls and never hesitate to ask informed questions and make creative recommendations; understand what is being done and how it adds value to your clients. Have strong verbal and written communication skills to support the senior team to develop quality materials such as press releases, messages etc. Maintain relationships with prominent media members inside and outside your clients industries and stay current on any news that can be used for the benefit of clients Be responsible to create professional, actionable client-facing communications, status reports, campaign summary reports and general account activity reports. Assist in press materials development and support the preparation of press events. Stay updated on social media trends and build relationships with key influencers and community contacts to optimize channels. Experience That Contributes To Success: 1+ years of experience in Public Relations. Experience working with clients in the Automotive, Pharmaceutical, Healthcare, and Technology sectors will be a plus. University degree in Communications or related discipline At Burson, diversity, equity and inclusion are not just values; they are strategic imperatives that fuel our future in an industry built on the art of understanding, connecting and developing relationships. We believe that a diverse workforce is essential for inspiring bold ideas, fostering constructive dialogue and cultivating meaningful experiences that drive innovation and creativity. It also enables our agency to thrive and deliver brilliant work. You belong at Burson: Our vision is for Burson to be the leading academy company for creative communications professionals and emerging leaders. We provide a dynamic environment where ambitious colleagues come to elevate their skills, expand their networks, and ultimately, produce the best solutions for today s leading brands. Our commitment to your growth is reflected in our robust benefits and people programs, which include professional development opportunities, mentorship programs with industry leaders, a vibrant and inclusive company culture fostering collaboration and innovation and packages designed to reward and retain top talent. We invest in our people because we believe their success is our success. At Burson, we re an agency of learn-it-alls. We recognize that the things we do best, creativity and communications, require a level of nuanced understanding. That s why it s imperative for us to hire extraordinarily talented people of all backgrounds and identities. Without that we can t do the essential work of inspiring bold ideas, fostering constructive dialogue, cultivating meaningful experiences, and driving innovation and creativity for our partners. Your unique point of view your talent is what makes you a #BursonPerson, and it s how we deliver exceptional results for our clients, together. We believe the best work happens when were together, fostering creativity, collaboration, and connection. Thats why we ve adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. When you click the "Submit Application" button below, this will send any information you add below to Burson. Before you do this, we think its a good idea to read through our Recruitment Privacy Policy. California residents should read our California Recruitment Privacy Notice. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

Position : Implementations/Program Manager Location: Noida Headquartered in Kansas City, USA, C2FO has more than 500 employees worldwide, with operations throughout North America, Europe, India, Asia Pacific, and Australia. C2FO is the world s largest on-demand working capital platform. Our mission is to ensure every business has the capital needed to thrive and we have delivered more than $350+ billion in funding to businesses since our founding. How do we do this? By providing fast, flexible, and equitable access to low-cost capital through our easy-to-use platform. We provide technology with a human touch, giving our customers the direct support they need and ensuring our team members have the tools, resources, and work environment they need to deliver on our promise to customers. With the C2FO platform, businesses worldwide have more working capital to fuel their growth, create jobs and develop new products. Primary Responsibilities: The Implementation Manager position is responsible for managing India client software integration projects by performing the following duties: Provide quality service that consistently exceeds client and company expectations. Manage project scope, budget and schedule to baselines established by client and company. Communicate effectively with both internal and external stakeholders. Resolve client problems related to services or the software product to pre-determined SLA s. Train clients on product features and additional services related to C2FO s SaaS solution. Educate clients on C2FO Best Practices and tools to grow program impact. Influence and spur initiatives, facilitate and enhance performance within a cross-functional environment. Attend on-site client meetings when necessary. Contribute to internal PMO resources and lessons learned. Support India team operationally in additional areas covering but not limited to marketing, account management, sales ops, etc. Experience that will help you succeed : Bachelor s/Master s degree in Engineering or Business related discipline or equivalent practical experience 5+ years of experience in Technical/Finance Project Management in Methodologies such as SDLC, Agile, SCRUM, Waterfall Excellent experience in presenting to executive sponsors and demonstrated strong communication skills at all levels of management Proven ability to demonstrate a drive for results and accountability of business needs Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective A few more things to know : The ideal candidate will be a highly professional, energetic, and motivated team player who embodies integrity and honesty at all times. They should exemplify C2FO s vision and values, maintaining an unwavering commitment to professionalism and client service while continuously learning and adapting to evolving market dynamics and client expectations. This role requires up to 50% travel. Benefits At C2FO, we care for our customers and people the vital human capital that helps our customers thrive. Thats why we offer a comprehensive benefits package, flexible work options for work/life balance, volunteer time off, and more. Learn more about our benefits here. Commitment to Diversity and Inclusion . As an Equal Opportunity Employer, we not only value diversity and equality, but we also empower our team members to bring their authentic selves to work every day. Our goal is to create a workplace that reflects the communities we serve and our global, multicultural clients. We recognize the power of inclusion, emphasizing that each team member was chosen for their unique ability to contribute to the overall success of our mission. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs. #LI-PV

Technical Support Specialist (Query resolving) - L1/L2 - First Advantage - Mumbai Mumbai, MAHARASHTRA, India Play Video Job Info Why First Advantage Apply This role is currently remote, and the positions core hours are North American. This position will act as a liaison between the departments within the organization and the clients to ensure that the background checking process is smooth by preventing problems from arising and resolving them when they occur. The role is dynamic: On any given day, the team will be simultaneously answering product questions, identifying bugs, implementing technical solutions, and escalating work to engineering teams. The team can resolve over 90% of incoming support requests internally, escalating only the most complicated to engineering teams for final analysis and resolution. What Youll Do: Interacting with Tier 1 clients via e-mail and phone as well as maintain client relationships Responding to questions about our services, results and provide additional specialized services upon request Communicate and interact with regarding issues related to the Verifications, Criminal, OHS, Order Creation, Finance, etc., specific rush order requests, and overall assistance to enhance and improve the rapid resolution of client issues and requests. Ensure that all requests and case management workflows are resolved promptly to meet contractual SLAs and client expectations. Effectively communicate with clients, management, and team members on an as-needed basis with issue resolution. Conduct and deliver additional projects as assigned by the manager Act as representative/liaison for Client Service to other depts We are looking for : Excellent communication skills - maintain consistent, open communication with other team members and members of supporting departments Proven ability to communicate effectively (written and verbally) with customers, peers, management, contractors, and vendors Must be able to analyze a situation and respond quickly in a courteous and professional manner Knowledge of CRM applications SFDC and Jira preferred Must understand all aspects of the fulfillment process and be able to explain them to the requestor effectively. Ability to escalate and coordinate inter-departmental troubleshooting efforts to prioritize tasks and respond/escalate appropriately Capable of handling a large number of calls and e-mails Self-starter and can see the process through from start to finish An individual who does well under pressure with time-sensitive projects Preferred 3+ Years experience in BPO into Customer Service resolving technical /engineering queries Work location : Mumbai (Hybrid model) Shift hours : US timing (night shift) Joining time needed : 15 days

This role is currently remote, and the positions core hours are North American. This position will act as a liaison between the departments within the organization and the clients to ensure that the background checking process is smooth by preventing problems from arising and resolving them when they occur. The role is dynamic: On any given day, the team will be simultaneously answering product questions, identifying bugs, implementing technical solutions, and escalating work to engineering teams. The team can resolve over 90% of incoming support requests internally, escalating only the most complicated to engineering teams for final analysis and resolution. What Youll Do: Interacting with Tier 1 clients via e-mail and phone as well as maintain client relationships Responding to questions about our services, results and provide additional specialized services upon request Communicate and interact with regarding issues related to the Verifications, Criminal, OHS, Order Creation, Finance, etc., specific rush order requests, and overall assistance to enhance and improve the rapid resolution of client issues and requests. Ensure that all requests and case management workflows are resolved promptly to meet contractual SLAs and client expectations. Effectively communicate with clients, management, and team members on an as-needed basis with issue resolution. Conduct and deliver additional projects as assigned by the manager Act as representative/liaison for Client Service to other depts We are looking for : Excellent communication skills - maintain consistent, open communication with other team members and members of supporting departments Proven ability to communicate effectively (written and verbally) with customers, peers, management, contractors, and vendors Must be able to analyze a situation and respond quickly in a courteous and professional manner Knowledge of CRM applications SFDC and Jira preferred Must understand all aspects of the fulfillment process and be able to explain them to the requestor effectively. Ability to escalate and coordinate inter-departmental troubleshooting efforts to prioritize tasks and respond/escalate appropriately Capable of handling a large number of calls and e-mails Self-starter and can see the process through from start to finish An individual who does well under pressure with time-sensitive projects Preferred 3+ Years experience in BPO into Customer Service resolving technical /engineering queries Work location : Mumbai (Hybrid model) Shift hours : US timing (night shift) Joining time needed : 15 days

: Job Title RTM-Client Service Officer, AS LocationPune, India Role Description RTM-Client Service Officers (CSO) act as single points of contact for all DB custody clients inquiries for the Security Services (SES) business. The query may pertain to Settlements, Corporate Actions, Income, Reporting, Tax or Account administration. In addition, CSOs liaise with all necessary internal parties to ensure client query resolution in a timely manner. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Account Opening/Maintenance/closure for various regions in EMEA. Prepare and review Tax related -ITRA documentation for Europe markets Knowledge of Invoice and billing preparation for clients Autobahn implementation and support. Client management related admin activities. Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository Proactive client-specific transmission of information to the client Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone Prompt and competent clarification of client complaints Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions Processing of rights claims in terms of transactions over the ex-date (RCL) Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures Documentation of client communication (Phone call, CSS) Supervision and prompt clarification of short positions on the part of the client Prompt controlling and release of invoices in (Billing application) Identification of the need for client visits, their initiation and where necessary, participation Your skills and experience Knowledge of markets and settlement practices across European markets Knowledge of securities operation products, such as OTC settlement, CCP and Xetra settlement, auto-borrowing, DMA, etc. Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions Prompt reaction to client inquiries within the respective deadlines (see best practice guidelines) Oral and written fluency in English/German and possibly other languages Prompt communication/escalation of extraordinary, difficult and risk-laden client inquiries, as well as complaints Preparedness to take on back-up functions Cooperation within the team, beyond the team (live an open door policy) and adjoining departments Realistic priority-setting under consideration of the total scope of tasks set Efficient, structured, independent and autonomous working How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About us- As a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers. At Target, we have a timeless purpose and a proven strategy and that hasn t happened by accident. Some of the best minds from diverse backgrounds come together at Target to redefine retail in an inclusive learning environment that values people and delivers world-class outcomes. That winning formula is especially apparent in Bengaluru, where Target in India operates as a fully integrated part of Target s global team and has more than 4,000 team members supporting the company s global strategy and operations. Overview of Target in India Joining Target means promoting a culture of mutual care and respect and striving to make the most meaningful and positive impact. Becoming a Target team member means joining a community that values diverse backgrounds. We believe your unique perspective is important, and you'll build relationships by being authentic and respectful. At Target, inclusion is part of the core value. We aim to create equitable experiences for all, regardless of their dimensions of difference. As an equal opportunity employer, Target provides diverse opportunities for everyone to grow and win. Fueling the continued success of one of the world s most beloved and recognized brands is a distinctly capable, creative and innovative Marketing organization. Target Marketing is well known for inspiring and surprising guests, and we pride ourselves on connecting them to the products and experiences they expect and deserve from Target. We study our guests to discover new needs and insights, and then craft every interaction to build brand love. We are market experts who insist on a clear and cohesive understanding of our business objectives, guest segments and behaviors, strategies and tactics, overcoming obstacles and measuring success. Our commitment to partnering both internally and with external agencies gives us a wide range of capabilities, from award-winning creative work to exciting and unique promotional marketing. Leveraging our collective assets and fostering a healthy, supportive and open team culture, we deliver a holistically gratifying experience that guests can only get at Target. About this opportunity A role as Guest Engagement Analyst Target Circle, you will contribute in building & supporting the vendor engagement team to help define how vendors interact with our Loyalty program, Target Circle. & shape how incentivizes and rewards shape guest behavior to deepen their engagement with Circle, categories, and Target broadly. Core responsibilities of this job are described within this job description. Job duties may change at any time due to business needs Assist & support in creation of annual & quarterly Circle vendor activation strategies, in close partnerships with Business, Merchandising, Marketing,Ops, Digital teams. Determine priorities, calendarization, category & guest goals against which Business & Circle teams will plan & execute against. Own end to end campaign execution in partnership with Data Sciences, Loyalty Operations, Marketing & Measurement teams with aspects like forecasting, budget management, recapping & campaign end results analysis. Provide stakeholders with visibility to activations roadmap, and share macro trends and competitive actions in loyalty industry that are relevant to the category and/or guest mindset. Create testing and learning plans to inform future path forward for segmented, personalized Circle offers Evolve Circle s foundational promo strategydefine the role of vendor Circle promos within enterprise promo ecosystem. You will collaborate with both external & internal to Target stakeholders to plan & activate seamless Circle engagement rewards & experience plans. Navigation would be key as including but not limited to following teams have to be aligned for most activationsMarketing, Measurement, Finance, Legal, PPCOE, Data Sciences, Merchant, Finance, Product and other Partner teams. Note- Job duties may change at any time due to business needs About You- Bachelor s degree or equivalent relevant work experience MBA in Marketing would be desirable. 2+ years of experience in customer loyalty & retention, vendor liason, working with national brands, category management and/or campaign management Understanding of forecast and budget management with ability to do extensive financial and data analysis A master collaborator who can inspire trust and confidence with a range of partners Strong written and oral communication skills Excellent analytical, decision making and problem-solving skills Self starter who is comfortable working with ambiguity and can drive initiatives on their own. Strong process, planning and organizational skills High sense of Ownership & accountability, with attention to details & thoroughness. Demonstrated experience organizing information, communicating effectively and working as part of a team Ability to manage multiple projects simultaneously Ability to build trusting relationships with team and enterprise partners, proactively seeking input and collaboration, yet comfortable and confident in declaring own perspective. Defines and communicates success metrics, and ensures that initiatives are prioritized to deliver against success metrics. Synthesizes complex bodies of work across the team into clear, concise, and compelling story-telling Useful Links- Life at Target- https://india.target.com/ Benefits- https://india.target.com/life-at-target/workplace/benefits Culture- https://india.target.com/life-at-target/diversity-and-inclusion

Morningstar seeks a Product Consultant to join our Global Client Support team in the ESG domain supporting Morningstar s ESG research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as we'll as support on content-related questions on our research data. You will: Gain exposure to an international team, working closely with both Client Success Managers and Sales across regions Come together with your team, the primary and reliable point of contact for technical support. Escalate to the account owner where appropriate; and Support the team to maintain and improve client retention and client satisfaction. This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and could quickly assume new responsibilities. KEY RESPONSIBILITIES Manage the day to day running of the regional support team to ensure all incoming cases are answe'red within the prescribed SLA s. Lead the individuals in the region, this includes, but not limited to identifying personal development, training and assisting with recruitment. Assist with the management of the individual s case queues within the region ensuring prompt and accurate responses to clients. Handle all customer escalations from your team and ensure that these are promptly escalated to the appropriate department, with all relevant information for an efficient investigation / resolution. Promote knowledge sharing within both the local team and the wider global support team. Ensure all cases for your region are correctly documented in CRM. Provide regular reporting and quality reviews on your local team. Holding regular review meetings with Tier one clients to ensure they are not experiencing ongoing issues or concerns, suggesting solutions where necessary to ensure they continue to get the best from our products. Oversee the creation of documentation and knowledge sharing with local time. Assign and align tasks of the team to meet the strategy of the department. Collaborate with Implementation Manager to handover all newly onboarded clients. QUALIFICATIONS Excellent organisation and time management skills. Ability to lead and effectively manage a team. Excellent written and oral communication, with excellent interpersonal skills. Excellent client service skills with a proactive approach and take ownership of issues as they arise. Proven ability to work in a demanding environment with strong multi-tasking skills. Excellent understanding of ESG or experience in a similar field, working with larger quantities of data. Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. 1-3 years of relevant work experience, especially related to ESG

Morningstar Direct focused on growing revenue and building relationships within our Tier 1 and Tier 2 accounts. Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India. This position is based in our Morningstar India office. Responsibilities: Exceed growth targets. Work with Business Development to bring Morningstar Direct opportunities from trial to close. Identify new business groups and opportunities within the accounts, and work to replicate success across the team. Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions. Master product demonstrations and knowledge of product capabilities and benefits. Develop growth plans for accounts and territory. Document daily activities in SFDC. Requirements: Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry. Proven track record of exceeding prior targets. Hands-on, organized individuals who can build long-term client relationships. Strong leadership, long-range planning, and time-management skills are essential. Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment requirements. A bachelor`s degree required, MBA or CFA a plus. English Language speaker

We are looking for a proactive and friendly Client Relations Executive to join our team who will be creating strong client relationships, converting leads into loyal customers, and ensuring long-term customer satisfaction. The candidate must have problem-solving skills, can come up with significant and creative ideas, and are committed to providing a seamless and happy client service experience. Key Responsibilities: Be the primary point of contact for clients and customers, responding to queries and concerns in a timely manner. Maintain good relationships with the clients by staying in touch and giving exceptional service. Help new clients with getting started and maintaining a detailed record of all interactions and work with internal teams to ensure that clients needs are met. Should have the skills like patience and good communication skills, should handle the clients calmly and professionally, and escalate as needed. Qualification and Key Skills: A bachelors degree in business, marketing, or a similar discipline is preferred. 1-3 years of experience with client service, customer support, or business development. Excellent communication and interpersonal skills Excellent problem solver who is always focused on meeting the needs of the customer.

We are seeking a dynamic and results-driven Mutual Fund Sales Executive to promote and sell mutual fund products to investors. The ideal candidate will have a strong understanding of financial markets and a proven track record of sales performance. Required Candidate profile Strong knowledge of financial markets, and investment products. Proven sales experience, preferably in financial services .Excellent communication and interpersonal skills. Perks and benefits PF, Health Insurance, Paid Leave, Bonus

About DotPe Dotpe is India's fastest-growing technology startup, where we are helping merchants in digital transformation and we are helping merchants in creating domains & Online Catalog. 2) QR Solu for Restaurants & Retail. Our other tools include Payments Integration is the only Indian platformonline. commerce, from merchants in rural pockets of India to FnB mega players. Headquartered in Gurgaon, Dotpe was founded in March 2020, and within a span of a year the company has empowered 5 Mn+ merchants across various categories to go online with their businesses. The company digitally powers the online ordering, payments, and delivery solution for small and medium-sized businesses. The company has an app called Digital Showroom that helps businesses open a digital storefront in under 15 seconds. The app oers a complete suite of business solution journey. It recently raised $27.5 million from investors like Pay-U, Google, and Info Edge Ventures, bringing their total funding to $35.5 million. Department: Account Management (Farming) *Eligibility Criteria • Good knowledge of business development in particular account management, cross selling, up selling, reselling • Strong attention to detail and organizational skills. • Excellent problem-solving and communication skills. • Must have own vehicle Note: Preferred to have knowledge on any Point of Sales in the past; added advantage to have someone from F&B industry, open to client visits, good communication skills, well versed with system knowledge. Key Responsibilities: • Responsible for account management along with sales and business development of all offline retail categories to sell DotPe product F&B, Malls, Multiplex, Educational Institutes, Grocery, Hospitals etc. • Identifying opportunities for business development within the existing account • Contacting merchants for various product offerings • Manage end to end account management cycle presentation, commercial negotiation, defining merchant scope of work, coordination with internal team to ensure timely merchant go live •To manage business deals by coordinating requirements developing and negotiating contracts; and integrating contract requirements with business operations. • Be the point of contact for internal & external stakeholder of DotPe • Responsible for achieving set revenue targets. If interested, Kindly share your resume at ajeet.kumar@dotpe.in or you can WhatsApp at 9560690414.

Overview: Dive into the dynamic world of RepIndia, where creativity and digital expertise merge to create unforgettable brand experiences. From brand identity to social media magic, ORM, and SEO, we've got it all under one roof. Welcome to the house that digital built! Who we are: At RepIndia, we bring together the brightest tech minds, design enthusiasts, social media strategists, and meticulous client planners. Whether it's redefining a brand's identity, launching an award-winning social media campaign, or developing a lightning-fast mobile site, our team of innovative thinkers' works together to help you stand out in a crowded market. Mission: Are you a dynamic professional with a passion for advertising and a knack for building lasting client relationships? If so, join our innovative team as a Client Servicing Manager! With 2+ years of experience in an advertising agency, you'll bring your expertise, creativity, and enthusiasm to drive successful campaigns and delight our clients. Key Responsibilities: Client Relationship Management: Client Whisperer: Cultivate strong, long-lasting relationships and become the trusted advisor for our clients. Strategic Partner: Understand clients' goals and transform them into effective advertising strategies. Project Management: Campaign Maestro: Lead the planning, execution, and delivery of groundbreaking advertising campaigns. Collaboration Champion: Coordinate with creative, media, and digital teams to ensure projects are on time and within budget. Strategic Planning: Visionary Thinker: Develop and present innovative advertising strategies. Industry Guru: Stay ahead of industry trends, providing clients with cutting-edge solutions. Account Growth: Opportunity Hunter: Identify and seize opportunities for account growth and upsell additional services. Pitch Pro: Collaborate with the business development team to win new clients. Performance Monitoring: Results-Driven: Track and report on campaign performance, providing clients with actionable insights. Continuous Improver: Conduct regular review meetings with clients to discuss performance and future strategies. Qualifications: Bachelor's degree in Marketing, Advertising, Business, or a related field. Minimum of 2 years of experience in client servicing within an advertising agency. Proven ability to manage multiple clients and projects simultaneously. Strong understanding of advertising principles and practices. Excellent communication, presentation, and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in project management tools and software. Ability to work effectively in a fast-paced and dynamic environment.

Role Description This is a full-time on-site role for a Business Development Manager located in Noida sector - 15 (close to Noida sector 15 metro station). The BDM will be responsible for creating and leveraging networking opportunities and generate revenue through ad sales and event sponsorships. It is a highly rewarding role. QualificationsThe candidate should be comfortable to travel to Noida office Presentation skills Expertis in developing sales strategies and follow up Microsoft office Excellent written and verbal communication skills Ability to work independently and as part of a team Experience and interest the Events, Exhibitions, travel or tourism industry is a plus

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Hyderabad region (including areas like Jubilee Hills, Banjara Hills, Gachibowli, etc.). Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Hyderabad wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Chennai metropolitan area and surrounding regions. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Chennai wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Your key responsibilities Account Opening/Maintenance/closure for various regions in EMEA. Prepare and review Tax related -ITRA documentation for Europe markets Knowledge of Invoice and billing preparation for clients Autobahn implementation and support. Client management related admin activities. Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository Proactive client-specific transmission of information to the client Prompt and competent processing of client inquiries via CSS, fax, SWIFT and the telephone Prompt and competent clarification of client complaints Prompt processing, preparation, forwarding and controlling of client instructions in terms of corporate action instructions under consideration of the deadlines Supervision of holdings and instructions in the case of corporate action instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions Processing of rights claims in terms of transactions over the ex-date (RCL) Processing of inquiries regarding securities and cash turnover which result out of settlement and capital measures Documentation of client communication (Phone call, CSS) Supervision and prompt clarification of short positions on the part of the client Prompt controlling and release of invoices in (Billing application) Identification of the need for client visits, their initiation and where necessary, participation Your skills and experience Knowledge of markets and settlement practices across European markets Knowledge of securities operation products, such as OTC settlement, CCP and Xetra settlement, auto-borrowing, DMA, etc. Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions Prompt reaction to client inquiries within the respective deadlines (see best practice guidelines) Oral and written fluency in English/German and possibly other languages Prompt communication/escalation of extraordinary, difficult and risk-laden client inquiries, as well as complaints Preparedness to take on back-up functions Cooperation within the team, beyond the team (live an open door policy) and adjoining departments Realistic priority-setting under consideration of the total scope of tasks set Efficient, structured, independent and autonomous working

Looking for a ''Business Development ( Advertising / Media background )'' with a Leading Design Studio in Mumbai (Chembur) -Location - Chembur east -Nature of work - Full time WFO & Hybrid -Ctc Offered :- Upto 6Lpa + Incentives -Experience - 3-5 yrs Required Candidate profile -Advertising / Media / Digital Media Background -Experience in Sales / Marketing / Business Development -Excellent Communication skills -Having genuine contacts in Media / Advertising industry Perks and benefits plus incentives