Client Relationship Manager
5 days 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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Client Relationship Manager
4 weeks ago
Delhi, India Anand Rathi Insurance Brokers Ltd Full timeJob Description Job Summary: The Client Relationship Officer will be stationed at the client's location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client's regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments,...
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Client Relationship Manager
4 weeks ago
Delhi, India, India Anand Rathi Insurance Brokers Ltd Full timeJob Summary:The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims...
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Client relationship manager
7 days 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
3 days 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
7 days 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
2 weeks ago
Delhi, Delhi, India Modern Migration Visa Solution Pvt Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionModern Migration Visa Solutions Pvt. Ltd. is a leading consultancy with a rich history of facilitating seamless immigration for individuals and families. With a dedicated team of seasoned immigration professionals, we specialize in a wide range of services, including visa solutions, residency programs, and citizenship services. Guided by...
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Client Relationship Manager
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Delhi, Delhi, India SocialCTR Solutions Full time ₹ 8,00,000 - ₹ 12,00,000 per yearURGENT HIRINGPosition:- Client Relationship ManagerJob Description:- We're seeking an experienced Client Relationship Manager from the digital marketing industry to join our team.Key responsibilities include:-Generating sales through upselling and cross-sellingPrimary point of contact for assigned customersDeveloping long-term relationships with...
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Client Relationship Manager
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Delhi, Delhi, India Spectral Consultants Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Title: Client Relationship ManagerLocation:Pitampura ,DelhiEmployment Type:Full-TimeAbout Us:We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals. To expand our client network and strengthen market presence, we're looking for a dynamic and results-drivenClient...
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Client Relationship Manager
2 weeks ago
Delhi, Delhi, India Rational BusinesssCorporation Pvt Ltd Full time ₹ 4,20,000 - ₹ 6,30,000 per yearJob Title: Client Relationship ManagerLocation: Ashok Vihar (Phase 3 )Company: Desmat (Rational Business Corporation Pvt. Ltd.)Experience : 2+ YrsSalary : Good HikeAbout Us:Desmat is a leading manufacturer of Computer & Office Stationery, dedicated to innovation, quality, and customer satisfaction. We are looking for a dynamic Client Relationship Manager to...
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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...
