Partner client relations
6 days ago
Director / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof. The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc. Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business. The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity. The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent. Key Result Areas: To undertake new client acquisition, retention & growth: To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients To achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. To contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products To ensure regular availability of research material and inputs to the clients To ensure that client promises are kept and their grievances are adequately addressed or highlighted To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix To ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations To formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead To monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams To contribute in skill enhancement To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services Must Have Should have at least 12 plus years of work experience in wealth related profiles Should have managed Ultra HNI customers Should have thorough working knowledge of Equity & Debt Markets Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM Should have spent at least 5 years in the current or Previous organization
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Partner Client Relations
2 days ago
Bangalore Urban, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
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Partner Client Relations
2 days ago
Bangalore Metropolitan Area, India Antal International Full timeDirector / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...
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Partner Client Relations
2 days ago
Bangalore Metropolitan Area, India Antal International Full timeDirector / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...
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Client partner
4 days ago
Bangalore, India Apexon Full timeAbout Apexon: Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation. Apexon brings together distinct core...
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Client Partner
3 days ago
bangalore, India ANSR Full timeAbout the Role:We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC.The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization.Roles and responsibilities:• Act as liaison between clients and...
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Client Partner
5 days ago
bangalore, India Apexon Full timeAbout Apexon:Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.Apexon brings together distinct core...
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Client Partner
3 days ago
Bangalore, India Apexon Full timeAbout Apexon: Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation. Apexon brings together distinct core...
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Public Relations Account Executive
2 days ago
Bangalore, India Script Public Relations Full timeWe are looking for some bright minds to join our amazingly talented team at Script Public Relations. We are an all women team and are looking for 1 more with at least 1-2 years of experience in hospitality/lifestyle PR, to be part of the team. Some of the responsibilities include coordinating with clients, liaising with the media, identifying and...
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Public Relations Account Executive
2 days ago
bangalore, India Script Public Relations Full timeWe are looking for some bright minds to join our amazingly talented team at Script Public Relations.We are an all women team and are looking for 1 more with at least 1-2 years of experience in hospitality/lifestyle PR, to be part of the team. Some of the responsibilities include coordinating with clients, liaising with the media, identifying and engaging...
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Client Partner
4 days ago
bangalore, India ANSR Full timeAbout the Role:We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC.The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization.Roles and responsibilities:• Act as liaison between clients and...
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Client Partner
2 days ago
Bangalore Division, India Apexon Full timeAbout Apexon:Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.Apexon brings together distinct core...
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Client Partner
2 days ago
Bangalore Division, India Apexon Full timeAbout Apexon:Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.Apexon brings together distinct core...
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Delivery Champion/Client Partner
4 hours ago
bangalore, India Marlabs LLC Full timeJob Title: Delivery Champion/ Client PartnerJob Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal teams,...
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Client Partner
2 days ago
Bangalore Metropolitan Area, India Apexon Full timeAbout Apexon: Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation. Apexon brings together distinct core...
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Client Partner
2 days ago
Bangalore Metropolitan Area, India Apexon Full timeAbout Apexon: Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation. Apexon brings together distinct core...
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Client Partner
2 days ago
Bangalore Metropolitan Area, India Apexon Full timeAbout Apexon:Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.Apexon brings together distinct core...
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Client Partner
4 days ago
Bangalore Metropolitan Area, India ANSR Full timeAbout the Role:We are looking for an experienced Client Partner to manage a wide range of programs.You will be responsible for the delivery and overall success of the GCC.The goal is to ensure every program will be delivered successfully and add the highest possible value to the organization.Roles and responsibilities:• Act as liaison between clients and...
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Delivery Champion/Client Partner
2 days ago
bangalore, India Marlabs LLC Full timeJob Title: Delivery Champion/ Client Partner Job Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal teams,...
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Delivery Champion/Client Partner
3 days ago
bangalore, India Marlabs LLC Full timeJob Title: Delivery Champion/ Client Partner Job Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal teams,...
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Delivery Champion/Client Partner
2 days ago
Bangalore, India Marlabs LLC Full timeJob Title: Delivery Champion/ Client Partner Job Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal...
