Client Relationship Manager

JOB RESPONSIBILITIESDevelop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.Schedule and conduct regular client meetings to review their financial plans, investment portfoliosFollow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are...

Relationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Surat This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering strong...

**Role Objective** The CRE is not the primary client-facing role during closing. Instead, you step in _post-closing_ to ensure **smooth payment follow-ups, milestone-wise collections, and timely reporting** until all dues are cleared. The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every...

Job Summary:Spacewalk Education is seeking a dynamic and proactive Client Relationship Officer to join our team. This role involves traveling to meet with clients, preparing pre-sales proposals, delivering compelling presentations, and maintaining strong relationships with high-end clients. The ideal candidate will be enthusiastic, with excellent...

**Data Sourcing and Management** - Source and maintain accurate client and vendor contact details using phone calls, online platforms, and internal referrals. - Create and update internal databases for clients, vendors, venues, and financial records across India. - Organize structured data templates to ensure smooth coordination across departments. -...

1. Client Relationship ManagerResponsible for building and maintaining strong client relationships. Understands client needs, ensures smooth project communication, manages feedback, and works with the technical team to deliver successful software solutions.2. Customer Support ExecutiveHandles customer queries, provides technical and non-technical support,...

Responsibilities - Build relationships with key employees among National/ International Clients. - Create plans to address National/ International clients’ business needs - Advise clients on creating profitable processes - Schedule regular meetings with National/ International client to ensure they are satisfied - Act as point of contact for complaints and...

Responsibilities - Build relationships with key employees among National/ International Clients. - Create plans to address National/ International clients’ business needs - Advise clients on creating profitable processes - Schedule regular meetings with National/ International client to ensure they are satisfied - Act as point of contact for complaints and...

Role Objective:The Client Relationship Executive (CRE) is responsible for managing post-closing client coordination, ensuring milestone-wise payment collections, timely reporting, and smooth communication between clients, finance, and internal teams. The role focuses on building trust and maintaining long-term relationships through systematic follow-ups and...

Role ObjectiveThe CRE is not the primary client-facing role during closing. Instead, you step in post-closing to ensure smooth payment follow-ups, milestone-wise collections, and timely reporting until all dues are cleared. The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.Key...