Strategic Client Partnership Manager

1 day ago

Gwalior, Madhya Pradesh, India beBeeClient Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title

A Client Manager is responsible for fostering and sustaining strong client relationships. They primarily operate in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success.

Key Responsibilities:

  • Client Relationship Management: Establish and nurture robust relationships with existing clients to ensure client satisfaction and retention.
  • Act as the primary point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information.
  • Regularly assess the clients' needs and financial goals, offering appropriate products, services, and solutions.
  • Business Development: Identify new business opportunities through market research and networking.
  • Expand the client base by acquiring new customers through prospecting and lead generation.
  • Present the organization's products or services to potential clients and showcase their benefits.
  • Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation.
  • Create personalized financial plans and investment strategies to help clients achieve their financial goals.
  • Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships.
  • Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities.
  • Maintain accurate and up-to-date client records and documentation.
  • Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies.
  • Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients.
  • Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation.

Requirements:

  • Education: A bachelor's degree in finance, business administration, economics, or a related field is often required.
  • Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses.
  • Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred.
  • Experience in the financial industry is advantageous.
  • Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information.
  • Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice.

  • 15h Left: Sales Manager I/ii

    5 days ago

    Gwalior, Madhya Pradesh, India Mantras2Success Full time

    Job Responsibilities Serve as the primary point of contact for assigned client accounts understanding their goals needs and challenges Develop account strategies to overcome the challenges and action plans to meet client objectives and maximize account growth as per the target Conduct regular F2F business reviews with clients discussing performance ...

  • Key Performance Manager

    7 days ago

    Gwalior, Madhya Pradesh, India beBeeManagement Full time

    Job Title: Key Performance ManagerWe are seeking an experienced professional to join our team as a Key Performance Manager. In this role, you will be responsible for driving business growth and development by effectively managing key performance indicators (KPIs).Recruit and Activate high-performing teams as per plan (activation on a quarterly basis)Ensure...

  • Senior Business Developer

    1 week ago

    Gwalior, Madhya Pradesh, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Opportunity:We are seeking a driven Business Development Manager to spearhead our growth strategy.Key Responsibilities:Develop comprehensive account plans to drive revenue growth and expand market presenceConduct regular business reviews with clients to discuss performance, identify areas for improvement, and present new opportunitiesTrack and analyze...

  • Strategic Business Growth Specialist

    1 day ago

    Gwalior, Madhya Pradesh, India beBeeDevelopment Full time ₹ 1,04,000 - ₹ 1,30,878

    Business Development ProfessionalBada Business Pvt Ltd is looking for a skilled Business Development Professional to join our dynamic team and embark on a rewarding career journey. This role requires an individual with excellent communication skills, both written and verbal, who can effectively engage with potential clients and provide tailored solutions.The...

  • Sales Account Development Lead

    7 days ago

    Gwalior, Madhya Pradesh, India beBeeGrowth Full time ₹ 8,00,000 - ₹ 12,00,000

    Account Growth Specialist The Sales Manager I/II will serve as the primary point of contact for assigned client accounts, driving account growth and revenue through strategic planning, performance analysis, and effective relationship management. Key Responsibilities:Act as the primary liaison for assigned client accounts, understanding their needs, goals,...

  • Business Development Lead

    1 week ago

    Gwalior, Madhya Pradesh, India beBeeRevenue Full time ₹ 15,00,000 - ₹ 25,00,000

    Account Growth SpecialistAs the primary point of contact for assigned client accounts, you will be responsible for understanding their goals, needs, and challenges. You will develop account strategies to overcome obstacles and action plans to meet client objectives and maximize account growth as per target.Conduct regular business reviews with clients,...

  • Agriculture Fpo Market Linkage Manager – Sales

    4 weeks ago

    Gwalior, Madhya Pradesh, India SRAPCL Full time

    Job Title: Agriculture FPO Market Linkage Manager – Sales & Operations Location: Dabra or Gwalior, Madhya Pradesh Department: FPO Business Operations Reports to: Head – Business Operations (SRAPCL)About SRAPCLSRAPCL is a dynamic Farmer Producer Company focused on building sustainable, profitable, and scalable agri-business models.We work directly with...

  • Agriculture FPO Market Linkage Manager – Sales

    4 weeks ago

    Gwalior, Madhya Pradesh, India SRAPCL Full time

    Job Title: Agriculture FPO Market Linkage Manager – Sales & OperationsLocation: Dabra or Gwalior, Madhya Pradesh Department: FPO Business Operations Reports to: Head – Business Operations (SRAPCL)About SRAPCLSRAPCL is a dynamic Farmer Producer Company focused on building sustainable, profitable, and scalable agri-business models. We work directly with...

  • Location Credit Manager-Commercial Vehicle

    3 weeks ago

    Gwalior, Madhya Pradesh, India Kotak Mahindra Bank Limited Full time

    Job DescriptionLocation Manager - RCUJob Role:Evaluating Credit requirements of potential customers (Strategic and retail)Underwriting and preparation of credit assessment notes covering detailed analysis of business, management and financialsBalance Sheet / Other Financial statement analysis and identifying risk factorsMarket, Competitor & Dealer visits as...

  • Legal Manager Gwalior And Jhunjhunu

    3 weeks ago

    Gwalior, Madhya Pradesh, India Talent Leads Consultants Full time

    Recovery Management Lead and manage all recovery activities to minimize delinquency and achieve timely recoveries of overdue accounts in the commercial vehicle portfolio Devise and implement strategic recovery actions in line with regulatory guidelines and company policies Oversee negotiations settlements and restructuring of delinquent accounts as...