Client Relationship Manager

1 week ago


Pune, Maharashtra, India Simplicity Investing India Private Limited Full time

Job Title: Client Relationship Manager & Business Development

Location: Pune

Other Locations: Hyderabad, Ahmedabad, Gurgaon, Bangalore, Chennai, Coimbatore.

Employment Type: Full-time

Job Description:

As a Business Development and Client Relationship Manager, you will play a pivotal role in driving the growth and

success of our company. Your primary responsibilities will include identifying and pursuing new business

opportunities, nurturing existing client relationships, and ensuring customer satisfaction. This role is crucial for

expanding the company's client base and maintaining strong partnerships.

1. Business Development:

a. Generating leads through contacting personal networks, gathering referrals, advertising, cold calling, and joining networking groups & social media platforms.

b. Schedule meetings with prospective clients.

c. Conducting meetings with potential clients & understanding their financial goals.

d. Plan and implement a roadmap to achieve sales targets daily, weekly & monthly.

e. Build and maintain a robust sales pipeline through prospecting and networking.

f. Collaborate with the marketing team to develop sales collateral and promotional materials.

g. Identify opportunities for market expansion and diversification.

2. Client Relationship Management:

a. Plan & execute monthly, weekly & daily meeting plans with existing clients.

b. Understand the needs and goals of each client to provide timely solutions. Act as a primary point of

contact for client inquiries, concerns, and requests.

c. Work closely with the research team to give appropriate plans that meet the client's financial goals.

d. Monitor, review & share client's portfolio performance.

e. Proactively complete client requirements within TAT

f. Build and maintain strong relationships with existing clients.

g. Get referrals from existing customers.

A qualified professional i.e., B. Com, M. Com, MBA or any other post-graduation degree.

Experience & Compensation (Salary is not a constraint for the right candidate):

1. 0 to 1 year: 30000/month

2. 1 to 3 years: 40000/month

3. 3-5 years: 50000/month



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