Job Summary We are seeking a dynamic and client-focused Relationship Manager to join our financial organization. The ideal candidate will be responsible for building and maintaining strong client relationships, driving business growth, and providing personalized financial solutions that meet clients’ needs. Key Responsibilities Develop and nurture long-term relationships with clients to ensure customer satisfaction and loyalty. Identify and understand clients’ financial goals, and offer suitable products and services. Acquire new clients through networking, referrals, cold calls, and other business development initiatives. Maintain regular contact with clients for portfolio reviews, cross-selling, and up-selling financial products. Resolve client issues promptly and professionally, ensuring high service standards. Achieve set sales and revenue targets while complying with company policies and regulatory guidelines. Maintain accurate client records and update CRM systems regularly. Collaborate with internal teams to ensure smooth execution of client transactions. Required Skills & Competencies Excellent communication, interpersonal, and negotiation skills. Strong sales and business development acumen. Good understanding of financial products such as loans, insurance, mutual funds, and investment solutions. Ability to handle client queries with patience and professionalism. Proficiency in MS Office and CRM tools. Age Limit - 30 years Qualifications Bachelor’s degree in Finance, Business Administration, or related field (MBA preferred). 1+ years of experience in relationship management, preferably in banking, NBFC, or financial services. Proven track record of meeting sales targets. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Work Location: In person Speak with the employer +91 7696532325
About the Role We are seeking a highly motivated and experienced Senior Relationship Manager to join our dynamic financial services team. The ideal candidate will have a proven track record in managing client relationships, driving business growth, and delivering exceptional customer service in the financial sector. Key Responsibilities Manage and grow a portfolio of high-value clients, ensuring consistent engagement and satisfaction. Identify and develop new business opportunities through networking, referrals, and market intelligence. Provide clients with tailored financial solutions, investment advice, and wealth management strategies. Achieve individual and team revenue targets through cross-selling and upselling products/services. Monitor market trends, competitor activities, and client investment performance. Ensure compliance with regulatory guidelines, company policies, and risk management protocols. Collaborate with internal teams to ensure smooth client onboarding, service delivery, and problem resolution. Required Skills & Qualifications Bachelor’s degree in Finance, Business Administration, Economics, or related field (Master’s degree preferred). 4–7 years of proven experience in relationship management within the financial services/banking/wealth management domain. Strong understanding of investment products, mutual funds, insurance, loans, and other financial instruments. Excellent communication, negotiation, and interpersonal skills. Ability to build trust-based, long-term client relationships. Target-oriented with strong business acumen and analytical skills. Age not exceeding 34 years as of the date of application. Key Competencies Client-Centric Approach Business Development Skills Financial & Market Knowledge Negotiation & Closing Skills Team Collaboration Job Types: Full-time, Permanent Pay: ₹252,484.62 - ₹420,000.00 per year Benefits: Paid time off Provident Fund Work Location: In person Speak with the employer +91 7696532325
Key Responsibilities: ● Make outbound calls to prospective clients to explain financial products and services. ● Follow up on leads generated through marketing campaigns, websites, and referrals. ● Understand client requirements and provide suitable financial product recommendations. ● Maintain up-to-date knowledge of financial markets, trends, and regulatory updates. ● Maintain accurate records of calls, client interactions, and follow-ups in CRM tools. ● Achieve daily/weekly/monthly targets for calls, leads, and conversions. ● Handle client queries related to investments, account setup, and market-related concerns. Required Skills and Qualifications: ● Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (preferred). ● Previous telecalling or telesales experience, especially in financial services, is a plus. ● Good knowledge or interest in stock markets, trading, and investment instruments. ● Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional) ● Ability to persuade and build rapport with potential clients. ● Comfortable working with CRM software and digital tools. ● Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus Job Types: Full-time, Permanent Pay: ₹22,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Work Location: In person
About the Role We are looking for a highly motivated Techno-Functional Consultant (Fresher) to join our Microsoft Dynamics 365 Business Central (MSBC) practice. The ideal candidate should have a strong logical and analytical mindset, basic technical knowledge, and a keen interest in understanding business processes. This role is a perfect blend of business consulting and technical development for candidates aspiring to build a career in ERP consulting . Key Responsibilities Work with functional consultants to understand business requirements in areas such as Finance, Procurement, Sales, Inventory, and Supply Chain. Assist in requirement gathering, documentation, and analysis of business needs. Support in configuring and testing Microsoft Dynamics 365 Business Central modules . Learn and contribute to customization & development in AL language using Visual Studio Code. Write and run SQL queries to support reporting and troubleshooting. Assist in Power BI dashboard creation and DAX formulas for reporting solutions. Participate in end-user training and support activities . Collaborate with cross-functional teams to ensure smooth implementation and support. Required Skills & Qualifications Bachelor’s degree in Computer Science, Information Technology, Engineering, or related field . Strong logical thinking, problem-solving, and analytical skills . Basic knowledge of: SQL (queries, joins, database fundamentals) Programming concepts (Java, C, C#, or Visual Basic) Power BI & DAX (preferred, but trainable) Interest in ERP systems and business processes . Good communication skills and ability to work in a team. Quick learner with adaptability to new technologies (AL, VS Code, APIs). Nice to Have (Preferred) Exposure to Microsoft Dynamics NAV/Business Central . Internship or project experience in ERP / BI tools / Database management . What We Offer Comprehensive training on Microsoft Business Central (functional + technical). Career growth into a Techno-Functional Consultant role. Collaborative work environment with guidance from senior consultants. Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹30,000.00 per month Benefits: Paid sick time Paid time off Work Location: In person Speak with the employer +91 9876597755
Job description: Key Responsibilities: ● Make outbound calls to prospective clients to explain financial products and services. ● Follow up on leads generated through marketing campaigns, websites, and referrals. ● Understand client requirements and provide suitable financial product recommendations. ● Maintain up-to-date knowledge of financial markets, trends, and regulatory updates. ● Maintain accurate records of calls, client interactions, and follow-ups in CRM tools. ● Achieve daily/weekly/monthly targets for calls, leads, and conversions. ● Handle client queries related to investments, account setup, and market-related concerns. Required Skills and Qualifications: ● Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (preferred). ● Previous telecalling or telesales experience, especially in financial services, is a plus. ● Good knowledge or interest in stock markets, trading, and investment instruments. ● Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional) ● Ability to persuade and build rapport with potential clients. ● Comfortable working with CRM software and digital tools. ● Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus Job Types: Full-time, Permanent Pay: ₹22,000.00 - ₹30,000.00 per month Benefits: Paid sick time Provident Fund Work Location: In person
Job description: Key Responsibilities: ● Make outbound calls to prospective clients to explain financial products and services. ● Follow up on leads generated through marketing campaigns, websites, and referrals. ● Understand client requirements and provide suitable financial product recommendations. ● Maintain up-to-date knowledge of financial markets, trends, and regulatory updates. ● Maintain accurate records of calls, client interactions, and follow-ups in CRM tools. ● Achieve daily/weekly/monthly targets for calls, leads, and conversions. ● Handle client queries related to investments, account setup, and market-related concerns. Required Skills and Qualifications: ● Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (preferred). ● Previous telecalling or telesales experience, especially in financial services, is a plus. ● Good knowledge or interest in stock markets, trading, and investment instruments. ● Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional) ● Ability to persuade and build rapport with potential clients. ● Comfortable working with CRM software and digital tools. ● Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus Job Types: Full-time, Permanent Pay: ₹22,000.00 - ₹30,000.00 per month Benefits: Paid sick time Provident Fund Work Location: In person
You are a highly motivated Techno-Functional Consultant (Fresher) joining the Microsoft Dynamics 365 Business Central (MSBC) practice. Your role involves a blend of business consulting and technical development, ideal for building a career in ERP consulting. Key Responsibilities: - Collaborate with functional consultants to comprehend business requirements in Finance, Procurement, Sales, Inventory, and Supply Chain. - Assist in requirement gathering, documentation, and analysis of business needs. - Support in configuring and testing Microsoft Dynamics 365 Business Central modules. - Learn and contribute to customization & development in AL language using Visual Studio Code. - Write and execute SQL queries for reporting and troubleshooting. - Assist in creating Power BI dashboards and using DAX formulas for reporting solutions. - Participate in end-user training and support activities. - Collaborate with cross-functional teams to ensure smooth implementation and support. Required Skills & Qualifications: - Bachelor's degree in Computer Science, Information Technology, Engineering, or related field. - Strong logical thinking, problem-solving, and analytical skills. - Basic knowledge of SQL (queries, joins, database fundamentals) and programming concepts (Java, C, C#, or Visual Basic). - Interest in ERP systems and business processes. - Good communication skills and ability to work in a team. - Quick learner with adaptability to new technologies (AL, VS Code, APIs). Nice to Have (Preferred): - Exposure to Microsoft Dynamics NAV/Business Central. - Internship or project experience in ERP/BI tools/Database management. What We Offer: - Comprehensive training on Microsoft Business Central (functional + technical). - Career growth into a Techno-Functional Consultant role. - Collaborative work environment with guidance from senior consultants. Benefits: - Paid sick time - Paid time off Work Location: In person If you would like to speak with the employer, you can contact them at +91 9876597755.,
Responsibilities and Duties : Assist in performing keyword research to support content optimization and uncover new opportunities aligned with client objectives. Contribute to SEO analysis and provide recommendations based on website structure and content elements. Support content development strategies that align with general SEO goals and specific keywords. Help in administering search engine programs (XML sitemaps, webmaster tools) for diagnostic reporting on client projects. Assist in creating and supporting marketing content for social media (e.g., blog posts, social media updates, and case studies). Participate in link building efforts to align with client SEO goals. Assist in the development and execution of communication strategies via social media to support SEO objectives. Stay updated with the latest trends and best practices in SEO, social media, and internet marketing. Support the research and administration of social media tools for client strategies. Help monitor web analytics dashboards and reports, highlighting key areas of importance related to client goals. Collaborate with team members to contribute to project development and results reporting. Skills & Qualifications : Basic understanding of SEO concepts and techniques. Familiarity with web analytics tools (e.g., Google Analytics) is a plus. Eagerness to learn about the latest trends and best practices in SEO and SEM. Good written communication skills. Ability to multitask and manage time effectively. Basic knowledge of on-page and off-page optimization techniques. Familiarity with keyword research tools is a plus. Job Types: Full-time, Permanent Pay: ₹8,408.48 - ₹15,000.00 per month Benefits: Paid sick time Work Location: In person
Responsibilities and Duties : Assist in performing keyword research to support content optimization and uncover new opportunities aligned with client objectives. Contribute to SEO analysis and provide recommendations based on website structure and content elements. Support content development strategies that align with general SEO goals and specific keywords. Help in administering search engine programs (XML sitemaps, webmaster tools) for diagnostic reporting on client projects. Assist in creating and supporting marketing content for social media (e.g., blog posts, social media updates, and case studies). Participate in link building efforts to align with client SEO goals. Assist in the development and execution of communication strategies via social media to support SEO objectives. Stay updated with the latest trends and best practices in SEO, social media, and internet marketing. Support the research and administration of social media tools for client strategies. Help monitor web analytics dashboards and reports, highlighting key areas of importance related to client goals. Collaborate with team members to contribute to project development and results reporting. Skills & Qualifications : Basic understanding of SEO concepts and techniques. Familiarity with web analytics tools (e.g., Google Analytics) is a plus. Eagerness to learn about the latest trends and best practices in SEO and SEM. Good written communication skills. Ability to multitask and manage time effectively. Basic knowledge of on-page and off-page optimization techniques. Familiarity with keyword research tools is a plus. Job Types: Full-time, Permanent Pay: ₹8,408.48 - ₹15,000.00 per month Benefits: Paid sick time Work Location: In person
Position Overview We are seeking a detail-oriented and proactive Compliance Representative to ensure that our organization adheres to all legal, regulatory, and internal policy requirements. The role involves monitoring compliance activities, conducting audits, assisting with policy implementation, and serving as a point of contact for compliance-related matters. Key Responsibilities Monitor and assess compliance with company policies, procedures, and regulatory standards. Conduct periodic internal audits and risk assessments to identify potential compliance gaps. Maintain accurate records and documentation of compliance activities. Assist in the development and implementation of compliance policies, procedures, and training programs. Respond to employee inquiries regarding compliance issues and escalate when necessary. Stay updated on relevant laws, regulations, and industry standards to ensure organizational adherence. Prepare compliance reports for management and regulatory bodies as required. Support investigations of compliance violations and recommend corrective actions. Coordinate with different departments to ensure compliance across business operations. Promote a culture of integrity, accountability, and compliance within the organization. Qualifications & Skills Bachelor’s degree in Business Administration, Law, Finance, or related field (preferred). Prior experience in compliance, audit, risk management, or related roles. Knowledge of regulatory requirements relevant to the industry. Strong attention to detail and analytical skills. Excellent written and verbal communication skills. Ability to handle confidential information with integrity. Proficiency in MS Office and compliance management tools/software. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹28,000.00 per month Benefits: Paid sick time Provident Fund Work Location: In person
Position Overview We are seeking a detail-oriented and proactive Compliance Representative to ensure that our organization adheres to all legal, regulatory, and internal policy requirements. The role involves monitoring compliance activities, conducting audits, assisting with policy implementation, and serving as a point of contact for compliance-related matters. Key Responsibilities Monitor and assess compliance with company policies, procedures, and regulatory standards. Conduct periodic internal audits and risk assessments to identify potential compliance gaps. Maintain accurate records and documentation of compliance activities. Assist in the development and implementation of compliance policies, procedures, and training programs. Respond to employee inquiries regarding compliance issues and escalate when necessary. Stay updated on relevant laws, regulations, and industry standards to ensure organizational adherence. Prepare compliance reports for management and regulatory bodies as required. Support investigations of compliance violations and recommend corrective actions. Coordinate with different departments to ensure compliance across business operations. Promote a culture of integrity, accountability, and compliance within the organization. Qualifications & Skills Bachelor’s degree in Business Administration, Law, Finance, or related field (preferred). Prior experience in compliance, audit, risk management, or related roles. Knowledge of regulatory requirements relevant to the industry. Strong attention to detail and analytical skills. Excellent written and verbal communication skills. Ability to handle confidential information with integrity. Proficiency in MS Office and compliance management tools/software. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹28,000.00 per month Benefits: Paid sick time Provident Fund Work Location: In person