Client Relationship Manager

5 days ago

Pune, India Finnovators Services Pvt Ltd Full time

Company Overview


Finnovators is a leading financial solutions company that focuses on growing and protecting investor capital. Our mission is to provide trustworthy and innovative services to our clients, driving meaningful value through each investment opportunity. With a strong emphasis on collaboration, trust, innovation, and accountability, we strive to create a trusted place for investors to invest their capital and achieve long-term wealth creation.


Job Overview


We are seeking a highly skilled and motivated Client Relationship Manager to join our team at Finnovators Services Pvt Ltd. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs, and providing them with tailored investment solutions. This is a mid-level position with 4 to 6 years of experience, based in Pune, Maharashtra, India.


Qualifications and Skills


  • Bachelor's degree in Finance, Business Administration, or related field
  • Proven experience as a Client Relationship Manager or similar role
  • Solid understanding of financial planning and investment strategies
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving abilities
  • Proficiency in Microsoft Excel and other financial software
  • Ability to manage and prioritize multiple client relationships
  • Proactive attitude with a strong focus on customer satisfaction
  • Team management experience is a plus


Roles and Responsibilities


  • Build and maintain strong relationships with clients, acting as their trusted advisor
  • Understand clients' financial goals and objectives, and provide them with tailored investment solutions
  • Conduct thorough financial analysis and present investment recommendations to clients
  • Monitor clients' investment portfolios and provide regular updates and performance reports
  • Proactively identify opportunities to upsell and cross-sell additional products and services
  • Resolve client issues and complaints in a timely and satisfactory manner
  • Stay up-to-date with market trends and investment opportunities
  • Collaborate with internal teams to ensure seamless execution of client requests
  • Attend client meetings, seminars, and industry events to network and expand client base





  • Client Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Cognizant Technology Solutions Full time

    Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

  • Client Relationship Manager

    2 months ago

    Pune, Maharashtra, India Cognizant Technology Solutions Full time

    Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Programming Full time

    Job Title: Client Relationship ManagerLocation: Pune, MaharashtraNotice period : Immediate to 15 daysExperience 2 to 5 years in Relationship Management , Sales , Business developmentIT staffing , Software services , Delivery Manager experience in Software services industry is a PlusJob Description: Cultivate and maintain strong relationships with existing...

  • Client Relationship Manager

    3 days ago

    Pune, India Finnovators Services Pvt Ltd Full time

    Company OverviewFinnovators is a leading financial solutions company that focuses on growing and protecting investor capital. Our mission is to provide trustworthy and innovative services to our clients, driving meaningful value through each investment opportunity. With a strong emphasis on collaboration, trust, innovation, and accountability, we strive to...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Programming Full time

    Job Title:Exciting Opportunity for a Client Relationship Manager at our Leading Company!Location:Join our team in Pune, Maharashtra and be part of something great!Experience:- 2 to 5 years in Relationship Management, Sales, Business Development- Experience in IT staffing, software services, and as a Delivery Manager- Experience in the software services...

  • Client Relationship Manager

    4 days ago

    pune, India Finnovators Services Pvt Ltd Full time

    Company Overview Finnovators is a leading financial solutions company that focuses on growing and protecting investor capital. Our mission is to provide trustworthy and innovative services to our clients, driving meaningful value through each investment opportunity. With a strong emphasis on collaboration, trust, innovation, and accountability, we strive to...

  • Client Relationship Manager

    1 month ago

    Pune, Maharashtra, India Cognizant Full time

    Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

  • Client Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Cognizant Full time

    Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Cognizant Full time

    Client Relationship Manager - MLEU Location – Pune Job summary We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. The ideal candidate will excel in nurturing client relationships, ensuring client satisfaction, and driving business growth. With a focus on the Finance & Accounting and...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Simplicity Investing India Private Limited Full time

    Job Title: Client Relationship Manager & Business Development Location: Pune Other Locations: Hyderabad, Ahmedabad, Gurgaon, Bangalore, Chennai, Coimbatore. Employment Type: Full-time Job Description: As a Business Development and Client Relationship Manager, you will play a pivotal role in driving the growth and success of our company. Your primary...

  • Client Relationship Manager

    1 month ago

    Pune, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency MarketsResponsibilities:Advising...

  • Client Relationship Manager

    2 months ago

    pune, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency...

  • Client Relationship Manager

    4 weeks ago

    pune, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency...

  • Mazars - Manager - Recruitment

    2 weeks ago

    Pune, India Manager Full time

    Manager Recruitment Job Specifications :- Developing & implementing recruitment strategies : Develop and execute strategies to attract and hire the best candidates for open positions considering such factors as budget, time constraints and their organisation's culture and values for both lateral & campus hiring. - Setting hiring goals and objectives :...

  • Client Relationship Manager

    2 months ago

    Pune, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

  • Relationship Manager Jobs Opening in at PuneLess

    2 weeks ago

    Pune, Maharashtra, India Client of Freshersworld Full time

    Looking for pass-out candidates in the banking sectorGraduates:BSC & Specialization, B.Com, Bachelor Degree in Business or Management SystemAge: 22 to 27 yrsJob Duties & Responsibilities:The responsibility for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the BankSource New to Bank customers and build and...

  • Mazars - Manager - Finance

    3 weeks ago

    Pune, India Manager Full time

    Manager Finance Role Outline:Mazars Business Services India has an exciting new opportunity for an experienced accountant to join the team as the Finance Business Partner. This role would suit an enthusiastic self-starter with a recognised accounting qualification and experience of professional services. Role Summary:- Work closely with the Head of Service...

  • Client Relationship Manager

    4 weeks ago

    pune, India Programming.com Full time

    Job Title: Client Relationship ManagerLocation: Pune, MaharashtraNotice period : Immediate to 15 daysExperience 2 to 5 years in Relationship Management , Sales , Business developmentIT staffing , Software services , Delivery Manager experience in Software services industry is a PlusJob Description:♦ Cultivate and maintain strong relationships with...

  • Client Relationship Manager

    4 weeks ago

    pune, India Programming.com Full time

    Job Title: Client Relationship ManagerLocation: Pune, MaharashtraNotice period : Immediate to 15 daysExperience 2 to 5 years in Relationship Management , Sales , Business developmentIT staffing , Software services , Delivery Manager experience in Software services industry is a PlusJob Description:♦ Cultivate and maintain strong relationships with...