Client Relationship Manager

10 hours ago

Chennai, Tamil Nadu, India Praveza Consultancy Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company: Team Advisor Private Limited Job Title: Client Solution Manager | Team Advisor Private Limited | Chennai Location: Windsor Palace, First Floor, Balfour Road, Kilpauk, Chennai, Tamil Nadu Employment Type: Full-Time Experience Level: 5 10 years

Job Overview:

Team Advisor Private Limited is seeking a dynamic and client-focused Client Solution Manager to lead engagement efforts with MSME clients and deliver tailored financial solutions. The ideal candidate will possess a strong understanding of financial products, excellent communication skills, and the ability to build long-term client relationships. This role requires both proactive outreach and strategic coordination between clients and internal stakeholders.

Key Responsibilities:

  • Identify and engage with MSME clients requiring financial solutions.
  • Lead client meetings to understand their operations and funding needs.
  • Coordinate with internal directors to ensure smooth and timely deal execution.
  • Collect and validate all necessary financial documents for loan processing.
  • Build and maintain a strong referral network of bankers, CAs, and industry professionals.
  • Understand client operations to create and propose customized funding solutions.
  • Represent the organization professionally in client-facing and internal communication.

Required Skills:

  • Strong in sourcing and outreach through both structured and ad-hoc methods.
  • Comfortable with cold calling, direct engagement, and initiating conversations.
  • Ability to build and nurture meaningful client relationships over time.
  • Good understanding of core financial concepts and lending products.
  • Effective communication skills — written, verbal, and presentation.
  • Proficiency in MS Office Suite and experience in handling business communication across teams and stakeholders.

Candidate Profile:

  • Graduate or MBA in Finance preferred (other educational backgrounds open for consideration).
  • Experience in financial sales, client relationship management, or similar roles.
  • Passionate about helping businesses grow through financial solutions.
  • Self-driven, well-organized, and committed to delivering results.

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