Client Relationship Manager
4 weeks ago
Job Description About Us: Sarv Insights is a leading financial services firm dedicated to providing our clients with comprehensive investment solutions. We specialize in a range of financial products including mutual funds, fixed deposits, bonds, PMS, and private equity and insurance. Job Summary: We are seeking a dynamic and motivated Client Relationship Manager to join our team. The ideal candidate will be responsible for the sales and distribution of various financial products while maintaining strong client relationships through effective communication and service. Key Responsibilities: - Sales & Distribution: Promote and sell financial products, including mutual funds, fixed deposits, bonds, PMS, and private equity and Insurance and implement sales strategies to achieve company targets and enhance product distribution. - Identify and pursue new business opportunities to expand the client base. - Client Relationship Management:Build and maintain strong, long-lasting client relationships by understanding their financial needs and goals.Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly. - Conduct regular follow-ups and maintain communication to ensure client satisfaction and retention. - Communication & Reporting: Prepare and deliver presentations to clients on financial products and services. - Provide clients with regular updates on market trends, product performance, and investment opportunities. - Maintain accurate records of client interactions and sales activities. Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in sales and client relationship management, preferably in financial services. - Strong understanding of financial products, markets, and investment strategies. - Excellent communication, interpersonal, and negotiation skills. - NISM Series 5, Series 10, Series 15(Any 2 mandatory) - Certifications like Certified Financial Planner (CFP) What We Offer: - Competitive salary and performance-based incentives. - Comprehensive training and development programs. - A dynamic and supportive work environment.
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Relationship Manager
2 weeks ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Delhi, India Client of Freshersworld Full timeWe are Looking for 2018-2023 candidates in BFSI sectorQualification: -Graduates/ BSc & Specialization, B.Com, Bachelor Degree in Business or Management SystemAge Limit: - 22 to 27 yrsResponsibilities:-Primarily deals with retail customers and offers them banking and financial advisory. Apart from this, a relationship manager may also be required to...
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Client Relationship Manager
4 weeks ago
Delhi, India Whatjobs IN C2 Full timeJob Title: Client Relationship Manager – B2B Key Accounts Location: Delhi Experience: 8+ Years Industry Preference: Banking | Retail | Fintech | Gifting | E-Gifting CTC: Up to ₹30 LPA Contact: Interested candidates can WhatsApp their CV at or email at About the Role: We are seeking a highly skilled and experienced Client Relationship Manager to lead...
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Client relationship manager
4 weeks ago
Delhi, India UNISON INTERNATIONAL CONSULTING Full timeJob Title: Client Relationship Manager – B2 B Key AccountsLocation: DelhiExperience: 8+ YearsIndustry Preference: Banking | Retail | Fintech | Gifting | E-GiftingCTC: Up to ₹30 LPAContact: Interested candidates can Whats App their CV at or email at About the Role:We are seeking a highly skilled and experienced Client Relationship Manager to lead...
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Client Relationship Manager
4 days ago
Delhi, India Pinnacle Global Group Full timeCompany Description Pinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
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Client Relationship Manager
4 days ago
Coimbatore, India Rush Republic Full timeJob Description Job Title: Client Relationship Manager Location: Coimbatore Company: Rush Brand Consulting Services Pvt. Ltd. Employment Type: Full-Time About Us Rush Brand Consulting Services Pvt. Ltd. is a dynamic brand and digital consulting agency based in Coimbatore. We collaborate with businesses across industries to craft powerful brand identities,...
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Client Relationship Manager
22 hours ago
Delhi, Delhi, India SKYOM Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionSKYOM is dedicated to creating luxurious living experiences featuring premium apartments, plots, villas, and commercial spaces. From Ayodhya to Delhi, Dehradun to Lucknow, SKYOM transforms landscapes and redefines the concept of luxury living. Combining world-class amenities with innovative designs, we craft spaces that inspire and elevate...
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Relationship Manager
3 weeks ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Client Relationship Manager
4 days ago
Delhi, Delhi, India IRA Immigration Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionIRA Immigration, founded in 2014, is a trusted visa consultancy dedicated to facilitating seamless journeys worldwide. Specializing in visa services for a wide range of countries including Canada, Australia, USA, UK, and many more, IRA Immigration provides options for Permanent Residency, study, tourist, and business visas. Our team of...
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Client Relationship Manager
2 weeks ago
New Delhi, India Stunning Dentistry Full timeCompany Description Stunning Dentistry is India’s Most Elite & Premier Dental Office located inGreater Kailash 1 and Netaji Subhash Place .Role Description This is a full-time on-site role as a Client Relationship Manager located in New Delhi at Stunning Dentistry. The Client Relationship Manager will be responsible forPatient management and...
