Regional Client Portfolio Manager

2 weeks ago


Noida, Uttar Pradesh, India beBeeBusiness Full time ₹ 20,00,000 - ₹ 25,00,000

Job Role


Maintain and grow client portfolios across diverse segments within the designated territory.


Oversee business development pipelines from lead generation, sales calls, online product demonstrations to successful closure.


Conduct regular research to plan customer interactions and showcase products.


Apply market insights to enhance personal productivity, efficiency, and customer satisfaction.


Accurately forecast weekly and monthly customer acquisition and revenue.


Foster a positive brand image among potential clients through effective communication.


Employ a customer-centric approach during sales calls, adhering to established protocols to build lasting relationships.


Document customer success stories and share with relevant teams as case studies.


Ensure seamless transitions and handovers to post-sales teams in a timely manner.


Continuously explore new methods to generate high-quality leads and prospects.


Key Competencies


Senior Associate, Senior Associate jobs, Business Development Specialist, Industry Expertise, Online Conference industry specialist,

Industry Focus


Delhi, NCR, India, Maharashtra, Business Development jobs, Delhi, NCR, India, Maharashtra, Online Conference industry specialist, Delhi, NCR, India, Maharashtra,

  • Noida, Uttar Pradesh, India Five Force Security Solutions Pvt Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionFive Force Security Solutions Pvt Ltd is a PAN India based company committed to delivering top-notch security and facility services. With a dedicated workforce of over 7,000 employees, we serve more than 250 clients across diverse sectors such as real estate, healthcare, hospitality, retail, banking, IT, and logistics. Our team ensures the...

  • Sales Manager

    2 weeks ago


    Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time

    Job DescriptionJob Title: Virtual Relationship Manager MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation:Noida Sector 142CTC Budget Upto - 4 LPA maxDepartment: Sales / Client RelationshipReports To: Team Leader / Branch Head / Sales ManagerEmployment Type: Full-timeJob Summary:We are looking for a proactive and customer-focused...


  • Noida, Uttar Pradesh, India Deltalight Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionDeltalight provides premium lighting solutions for architecture. Our quality products are designed for comfort and are known for their simplicity and consistency. We focus on creating lighting solutions that enhance architectural design and provide superior performance.Role DescriptionThis is a full-time on-site role for a Regional Sales...

  • Sales Manager

    1 week ago


    Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry:Financial Services / Wealth ManagementLocation:Noida Sector 142CTC Budget Upto - 4 LPA maxDepartment:Sales / Client RelationshipReports To:Team Leader / Branch Head / Sales ManagerEmployment Type:Full-timeJob Summary:We are looking for a proactive and customer-focusedVirtual...


  • Noida, Uttar Pradesh, India beBeePortfolio Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

    About the Role">">The successful candidate will be responsible for managing investment portfolios on behalf of clients, ensuring that their financial goals are met and exceeded.">]Key Responsibilities">">Develop and implement investment strategies based on client needs and risk tolerance">Monitor and adjust portfolio performance regularly to ensure alignment...

  • Portfolio Manager

    1 week ago


    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Provide financial advice on investments* Analyze equities & manage portfolios* Develop investment plans & strategies* Collaborate with clients' goals & risk tolerance*strong knowledge of mutual funds is mandatoryAnnual bonusHealth insurance


  • Noida, Uttar Pradesh, India Moseta Renewable Luxury Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    The Regional Business Manager is responsible for driving sales growth, expanding market share, and building strong customer relationships within the assigned region. They will oversee the sales team, develop strategic plans, and ensure the achievement of sales targets.Key Responsibilities:Develop and execute regional sales strategies aligned with company...


  • Noida, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Investment OpportunitiesDiligently collaborate with a high-performing team of relationship managers to optimize investment strategies.Develop and fortify client relationships by demonstrating in-depth knowledge of financial markets.Contribute value to high net worth clients by analyzing and optimizing their portfolios based on risk return profiles.Formulate...


  • Noida, Uttar Pradesh, India Pernod Ricard Full time

    To monitor the field marketing budget for its effective utilization and undertake course-correction if required Develop and implement a suitable merchandising strategy for the market - in consultation with the Marketing Managers for the entire portfolio of products and brands To develop and manage vendors for signage merchandising equipment etc To...


  • Noida, Uttar Pradesh, India beBeePortfolio Full time ₹ 1,50,000 - ₹ 28,00,000

    Job DescriptionWe are seeking an experienced Insurance Portfolio Manager to oversee large-scale, multi-client insurance operations. The ideal candidate will have deep domain knowledge in insurance and/or BFSI, with a strong track record of operational leadership, client engagement, and transformation delivery across global markets.Key ResponsibilitiesLead...