52 Clients Management Jobs

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, Location: Trivendrum , Vadodra, Delhi, NCR,Mumbai,Kolkata,Hyderabad, Ahmedabad, Kochi, Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location: Calicut, Trivendrum, GOA, Delhi , Chennai , Hyderabad , Kolkata , Kochi , Mumbai

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and BA on regular basis 6) Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Candidate Profile : 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders, having _ Locations : Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai , Ahmedabad , Kolkata , Bengaluru , Chennai , Hyderabad , Pune , Surat , Kochi , Jaipur , Indore

Key Responsibilities: Collect, verify, and process immigration-related documents for various visa categories. Ensure all documentation complies with immigration laws and regulations. Maintain accurate records of client documents and application status. Coordinate with clients to gather necessary paperwork and clarify requirements. Assist in filling out visa applications and preparing case files. Liaise with internal teams and external authorities to ensure smooth processing. Keep up-to-date with changing immigration policies and guidelines. Handle client inquiries related to documentation and application procedures. Ensure timely submission of applications and follow-ups with authorities.

Key Responsibilities: Collect, verify, and process immigration-related documents for various visa categories. Ensure all documentation complies with immigration laws and regulations. Maintain accurate records of client documents and application status. Coordinate with clients to gather necessary paperwork and clarify requirements. Assist in filling out visa applications and preparing case files. Liaise with internal teams and external authorities to ensure smooth processing. Keep up-to-date with changing immigration policies and guidelines. Handle client inquiries related to documentation and application procedures. Ensure timely submission of applications and follow-ups with authorities. Required Skills & Qualifications: Bachelors degree in any relevant field. Strong attention to detail and organizational skills. Excellent communication skills in English, Hindi, and Gujarati (preferred). Proficiency in MS Office (Word, Excel, Outlook). Ability to manage multiple cases efficiently. Knowledge of visa categories, documentation requirements, and immigration laws is a plus.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree.

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Responsibilities : - Act as the point of contact among executives, employees, clients and other external partners - Manage information flow in a timely and accurate manner - Manage CEO's calendar and set up meetings - Make travel and accommodation arrangements - Track daily expenses and prepare weekly, monthly or quarterly reports - Take minutes during meetings Requirements : - 5 to 10 years of work experience as an Executive Assistant, Personal Assistant or similar role - Excellent MS Office knowledge - Outstanding organizational and time management skills - Excellent verbal and written communications skills - Discretion and confidentiality - Bachelors' Degree

Key Responsibilities: Communicate effectively with clients via phone, email, and other channels to understand their service needs. Provide expert consultation on attestation, apostille, and translation services, including process guidance and documentation requirements. Offer step-by-step support to clients throughout the service lifecycle, ensuring clarity and transparency. Proactively follow up with inquiries and work towards converting leads into confirmed business. Coordinate logistics for the pickup and handling of client documents, ensuring timely and secure transfers. Deliver regular updates to clients regarding the status of their requests, maintaining trust and satisfaction. Ensure service delivery meets the companys quality standards, with consistency and accuracy. Address client feedback and queries promptly, ensuring effective resolution and continuous improvement. Collaborate closely with internal departments (operations, logistics, customer service, etc.) to ensure seamless end-to-end service execution

We train and develop freshers at different level of Business giving them an exposure in marketing, management, team handling, client servicing, training & Development, Accounts and Finance. Job Role- Working for business management and development profile for clients. Training and developing people in business management and development Managing clients and providing the best services Doing B2B campaigns for business management and development Organizing events, seminars and workshop at corporate level Maintaining relationship with HNI Clients and customers Handling a team of 20-25 associate. Required Candidate profile Graduates & post Graduates who aspires to build themselves as leaders in the industry Dynamic & Hardworking Ambitious & Positive Thinker Freshers can Apply Post Graduate/Graduate Freshers Location - Mumbai All Areas, Kalyan/Dombivli.

Key Responsibilities: Collect, verify, and process immigration-related documents for various visa categories. Ensure all documentation complies with immigration laws and regulations. Maintain accurate records of client documents and application status. Coordinate with clients to gather necessary paperwork and clarify requirements. Assist in filling out visa applications and preparing case files. Liaise with internal teams and external authorities to ensure smooth processing. Keep up-to-date with changing immigration policies and guidelines. Handle client inquiries related to documentation and application procedures. Ensure timely submission of applications and follow-ups with authorities. Required Skills & Qualifications: Bachelors degree in any relevant field. Strong attention to detail and organizational skills. Excellent communication skills in English, Hindi, and Gujarati (preferred). Proficiency in MS Office (Word, Excel, Outlook). Ability to manage multiple cases efficiently. Knowledge of visa categories, documentation requirements, and immigration laws is a plus.

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location: Calicut, Trivendrum, GOA, Delhi,Chennai,Hyderabad,Kolkata,Kochi,Mumbai