781 Client Advisory jobs in India
Equity Dealer – Sales & Client Advisory (Bangalore)"
Posted today
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Job Title: Equity Dealer – Sales & Client Advisory
Location: Across Bangalore
Employment Type: Full-time, Onsite
Company Description
We are a leading financial services organization providing investment and trading solutions to clients across India. Our focus is on delivering superior customer experience and empowering individuals to make informed investment decisions. Join our team and be a part of a fast-paced, growth-driven environment with opportunities for career advancement.
Role Description
As an Equity Dealer , you will serve as the link between clients and the stock exchange, executing trades accurately, driving revenue through cross-selling, and maintaining strong client relationships. This role demands excellent communication skills, a sales-driven mindset, and the ability to work in a dynamic, fast-paced environment.
Key Responsibilities:
- Execute client orders on stock trading terminals with accuracy
- Provide clients with trade confirmations and timely market updates
- Drive revenue through sales of financial products (Mutual Funds, Insurance, IPOs)
- Activate inactive clients and onboard new clients
- Maintain compliance with regulatory and risk management norms
Qualifications
- Any Graduate with mandatory NISM Certification (Equity/Cash Market/Derivatives)
- Experience: 0–2 years (Freshers with NISM welcome)
- Strong sales orientation and communication skills
- Ability to work under pressure and meet targets
Compensation: Based on last drawn salary + hike (for experienced candidates)
Freshers: Competitive entry-level package + incentives
Career Growth: Structured training & rapid promotions
Apply Now:
Email: (HIDDEN TEXT)
Phone: +91 95443 16657
Skills Required
Derivatives
Client Relationship Manager

Posted 3 days ago
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Job Description
We are seeking a highly experienced Client Relationship Manager with 15 to 17 years of experience in Sales Service and Marketing domains. The ideal candidate will be responsible for managing client relationships ensuring client satisfaction and driving business growth. This hybrid role requires a deep understanding of CRM systems and the ability to travel as needed.
**Responsibilities**
+ Manage and nurture client relationships to ensure long-term satisfaction and loyalty.
+ Oversee the implementation of CRM strategies to enhance client engagement and retention.
+ Provide expert guidance on sales service and marketing initiatives to drive business growth.
+ Collaborate with cross-functional teams to deliver exceptional client experiences.
+ Analyze client feedback and market trends to identify opportunities for improvement.
+ Develop and execute client communication plans to keep clients informed and engaged.
+ Lead client meetings and presentations to showcase the value of our services.
+ Ensure timely resolution of client issues and concerns to maintain high satisfaction levels.
+ Monitor and report on client relationship metrics to track progress and identify areas for improvement.
+ Coordinate with internal teams to ensure seamless service delivery and client support.
+ Stay updated on industry trends and best practices to provide innovative solutions to clients.
+ Travel as required to meet with clients and attend industry events.
+ Maintain a high level of professionalism and integrity in all client interactions.
**Qualifications**
+ Possess a deep understanding of CRM systems and their application in sales service and marketing.
+ Demonstrate strong analytical skills to assess client needs and market trends.
+ Exhibit excellent communication and presentation skills to effectively engage with clients.
+ Show proven ability to manage and resolve client issues promptly.
+ Have a track record of successfully driving business growth through client relationships.
+ Display strong organizational skills to manage multiple client accounts effectively.
+ Be adaptable and flexible to travel as required for client meetings and industry events.
**Certifications Required**
Certified CRM Professional Sales Management Certification Marketing Strategy Certification
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Client Relationship Manager
Posted 3 days ago
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Job Description
Unscripted Co. is a shared vision of Jatin & Yashita. What began as a love for stories and photography grew into a shared life & eventually, a shared dream: Unscripted Co. We believe in the power of the unseen, the in-between, the unfiltered. We are a collective of visual storytellers based out of Delhi, capturing love across the world. We’ve followed love through palace corridors and down sunlit beaches, beneath ancient trees and inside candlelit halls where time seemed to pause. We are looking for a passionate and people-centric Client Relationship Manager to be the bridge between our company and our client's dreams.
We’re looking for a warm, organized, and people-loving individual to be the bridge between our couples and our creative team. If you’re someone who enjoys conversations, loves details, and can turn client dreams into smooth, stress-free journeys, this role is for you!
Roles:
- Be the first friendly face (or voice!) for our clients across calls, emails, and WhatsApp
- Guide couples through their journey with us, from first hello to final delivery!
- Collaborate with our photo, video, and planning teams to make magic happen
- Keep track of timelines, mood boards, and all those little details that matter big time
- Support with contracts, onboarding, and ensuring everything runs effortlessly
- Be the go-to person for queries, updates, and celebrations along the way
You’ll thrive here if you:
- Have 1–3 years of experience in client-facing roles (weddings/hospitality is a big plus)
- Are an excellent communicator (English + Hindi/other languages welcome!)
- Stay calm and collected even when things get busy
- Love weddings, people, and the art of storytelling
- Are comfortable with tools like Google Workspace, CRMs, Zoom, and Canva
Why you’ll love being part of Unscripted Co.:
Work with a passionate and creative team
Be part of premium & destination weddings across India (and beyond!)
Flexible, dynamic work culture with room to grow
How to Apply
Send your CV + a short cover letter to with the subject line:
Client Relations Manager Application
Client Relationship Manager
Posted 4 days ago
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Job Summary:
The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims processing, and grievance handling.
Key Responsibilities:
- Act as the single point of contact for the client’s HR team on insurance matters.
- Manage enrolments and endorsements under the GMC and GPA policies.
- Prepare and validate enrolment data in insurer-specific formats.
- Attend and organize enrolment seminars and workshops during renewals.
- Monitor reimbursement claims and coordinate with TPA to maintain timely settlements (TAT adherence).
- Conduct periodic review meetings with the client to discuss pending claims and resolve escalations.
- Maintain and update Claim MIS; generate regular reports for internal and client use.
- Make product-related presentations during client training or awareness sessions.
- Resolve member grievances through calls and emails within defined TATs.
Required Skills & Qualifications:
- Graduate in any discipline
- 2–3 years of relevant experience in the insurance industry (preferably in group policies).
- Good verbal and written communication skills.
- Ability to make presentations and conduct training/workshops.
- Proficiency in MS Excel, PowerPoint, and Word.
- Good liasoning and relationship management abilities.
- Sound knowledge of GMC/GPA policy wordings, claims settlement processes, and required documentation.
- Ability to work under pressure with a strong customer-service orientation.
Client Relationship Executive
Posted 4 days ago
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Job Description
We're Hiring: CRM Executive / Coordinator / Head Designer
Location-1: Saraswati Vihar, Near Pitampura Metro Station
Location-1: MG Road, Near Sultanpur Metro Station
Experience in Interior Design / Customer Relations preferred
Are you a people person with a flair for interiors? We’re looking for a CRM Executive/Coordinator to be the face of our brand and deliver exceptional experiences to every client who walks into our furniture studio.
Your Role will Involve:
Client Relationship Specialist
Posted 4 days ago
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Job Description
Company Description
Finflex Innovation: Empowering Mortgage Solutions for Richman
Finflex Innovation is a cutting-edge outsourced service provider, specializing in delivering innovative and efficient mortgage solutions exclusively for Richman, a leading organization in the mortgage and financial services industry. As a trusted partner, Finflex Innovation focuses on optimizing processes, driving efficiency, and ensuring seamless operational support for Richman’s mortgage operations.
What We Do
At Finflex Innovation, we leverage our expertise in technology, financial services, and operational excellence to assist Richman in:
1. ortgage Processing: Streamlining loan origination, underwriting, and servicing processes.
2. Compliance Management: Ensuring adherence to regulatory standards and minimizing risks.
3. Customer Support: Enhancing customer experience with prompt and reliable assistance.
4. Technology Integration: Implementing advanced tools and platforms to improve mortgage workflows.
5. Data Analytics: Delivering actionable insights through robust analytics to optimize decision-making.
Our Approach
Our team is committed to delivering high-quality services tailored to Richman’s unique needs. By adopting a customer-centric and technology-driven approach, we enable Richman to focus on its core business while we handle the complexities of mortgage operations.
Why Choose Finflex Innovation?
• Expertise: Decades of experience in financial outsourcing and mortgage management.
• S alability: Flexible solutions designed to scale as Richman grows.
• I novation: Use of cutting-edge technologies to enhance process efficiency.
• C st Efficiency: Reducing operational costs without compromising quality.
Our Vision
To be the driving force behind Richman’s success, ensuring streamlined, compliant, and innovative mortgage solutions that empower them to lead the market.
At Finflex Innovation, we are more than a partner; we are an extension of Richman’s mission, dedicated to excellence and innovation in the mortgage industry.
Role Description
This is a full-time on-site role for a Client Relationship Specialist at Finflex Innovations in Noida. The role involves managing client inquiries, resolving client issues, and building strong customer relationships.
Qualifications
- Excellent communication and interpersonal skills
- Calling Customers for Mortgage Services
- Strong problem-solving abilities and customer service orientation
- Ability to multitask and prioritize effectively
- Attention to detail and organizational skills
- Previous experience in client relations or customer support is a plus
- Bachelor's degree in Business Administration or related field
Client Relationship Manager
Posted 4 days ago
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Job Description
Job Title: Client Relationship Manager / Key Account Manager
Location: Hyderabad
Department: Customer Success
Reports To: Head of Account Management
Role Overview:
We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will be responsible for delivering profitable growth through strong client relationships, proactive account management, and financial ownership. You will work closely with internal teams to ensure client success while identifying and executing new revenue opportunities within your portfolio.
Key Responsibilities:
- Own and manage key client accounts, serving as the primary point of contact and trusted advisor.
- Build deep client relationships through consistent communication, onsite visits, and strategic engagement.
- Understand the client’s business goals, organizational structure, and pain points to align services effectively.
- Ensure high levels of client satisfaction, loyalty, and retention.
- Drive revenue growth through strategic account farming—identifying cross-sell and up-sell opportunities.
- Present tailored solutions that align with client needs and future growth strategies.
- Meet and exceed monthly and quarterly revenue and profitability targets for assigned accounts.
- Manage full P&L responsibility for your accounts, including forecasting, cost control, and margin improvement.
- Collaborate with internal teams (finance, delivery) to resolve billing discrepancies, minimize financial risks, and maintain profitability.
- Monitor and optimize account financial health regularly.
- Conduct structured monthly reviews with clients to track KPIs, SLAs, project delivery, and future.
- Prepare detailed account review documents and strategic action plans.
- Address concerns and resolve client escalations with urgency and professionalism.
- Conduct regular in-person visits to client sites, building trust with key stakeholders across all levels.
- Represent the organization in review meetings, industry forums, and client events.
- Foster multi-level relationships within client organizations to identify decision-makers and influencers.
- Collaborate with cross-functional teams (technical, operations, marketing) to ensure smooth service delivery and client success.
- Maintain up-to-date CRM entries, activity logs, pipeline status, and forecast reports.
- Provide periodic reports to leadership on account performance, risks, and expansion opportunities.
Key Performance Indicators (KPIs):
- Achievement of assigned revenue and margin targets
- Growth in account revenue (YoY, QoQ)
- New services/revenue streams activated per client
- Client satisfaction scores (CSAT, NPS)
- Frequency of client site visits and engagement quality
- Account renewal and retention rates
- Reduction in overdue payments and cost leakages
Requirements:
- 5+ years of experience in client relationship management, key account management, or enterprise sales
- Bachelor’s or Master’s degree in Business, Marketing, or related field (MBA preferred)
- Proven track record in growing enterprise accounts and achieving financial targets
- Strong communication, negotiation, and interpersonal skills
- Experience managing P&L and preparing business performance reports
- Willingness to travel for client meetings and reviews
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Client Relationship Manager
Posted 4 days ago
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About the Company
Established in 1996, HiLITE Group is a diversified conglomerate headquartered in Kozhikode. The group has significantly influenced Kerala's modern landscape through its presence in various sectors including real estate (residential, commercial and retail), interior design, business parks, education, health care, entertainment and food and beverage.
Responsibilities
- Serve as the primary point of contact for customers after the sale is closed
- Manage the complete customer life cycle-from booking to possession and beyond
- Coordinate with internal teams(sales, legal ,finance, construction)to address customer queries and concerns.
- Provide regular updates to clients regarding construction progress, documentation and hand over timelines
- Handle customer complaints or escalations in a timely and professional manner.
- Oversee documentation processes including agreement execution , payment schedules and registration.
- Ensure timely collection of payments and followup for outstanding dues.
- Organise and conduct site visits, client meetings and property handovers
- Build strong, long lasting customer relationships to improve client retention and referral business.
Qualifications
- BBA/MBA or related field with minimum of 5 years of experience in real estate/automobile industry.
Required Skills
- Strong interpersonal and communication skills
- Proficient in MS office and CRM software.
- Good understanding of real estate documentation and post sales processes.
- Ability to handle pressure and multitask and manage client expectations effectively.
Client Relationship Executive
Posted 4 days ago
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Job Description
Job Description
Job Title: Client Relationship Executive - Hindi
Location: Chennai
Employment Type: Full-Time
CTC: ₹3,00,000 per annum
Job Summary:
Pumpa is looking for a proactive and customer-focused Client Engagement Executive to manage client relationships and support lead generation through direct communication channels, including calls and WhatsApp. The ideal candidate will handle client feedback, drive referrals, manage chat-based inquiries from marketing campaigns, and collaborate with internal teams to ensure a high-quality customer experience. Fluency in Hindi, Tamil, and English is essential for this multilingual role.
Key Responsibilities:
Client Relationship Management
Conduct regular follow-up calls with existing clients to gather feedback and understand their experience.
Encourage satisfied clients to refer new students and manage the referral process.
Share Google review links with happy clients and request positive feedback.
Address client concerns by coordinating with internal teams for quick resolution.
WhatsApp Chat Support & Lead Handling
Respond to incoming WhatsApp inquiries from marketing campaigns in a timely and professional manner.
Qualify leads based on interest and eligibility, and maintain accurate tracking.
Coordinate with internal sales and operations teams to ensure smooth follow-ups on hot leads.
Maintain records of chat interactions and feedback for reporting and insights
Creative Collaboration & Brand Representation
Review and perform quality checks on promotional videos and marketing creatives.
Participate in video shoots or represent the brand in marketing content, when required.
Stay updated on Pumpa’s offerings and promotional messages to ensure consistent and accurate communication.
Requirements:
Excellent communication skills in Hindi, Tamil, and English (spoken and written).
Strong interpersonal skills with a positive and customer-first approach.
Ability to multitask, follow up effectively, and manage client interactions independently.
Prior experience in customer relationship roles, tele-calling, chat support, or CRM.
Detail-oriented, with the ability to review and verify creatives and content.
Confident personality, comfortable participating in video content when needed.
Preferred (Not Mandatory):
Familiarity with WhatsApp Business tools or CRM platforms.
Experience in digital marketing, lead management, or content presentation.
Working Days: Monday to Friday
Working Hours: 10.30 to 7.30 PM
Work Type: Mon and Tues - Work from Office and remaining 3 Days WFH.
Client Relationship Manager
Posted 4 days ago
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Job Description
Job Title: Client Relationship Manager / Key Account Manager
Location: Chennai
Department: Customer Success
Reports To: Head of Account Management
Role Overview:
We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will be responsible for delivering profitable growth through strong client relationships, proactive account management, and financial ownership. You will work closely with internal teams to ensure client success while identifying and executing new revenue opportunities within your portfolio.
Key Responsibilities:
- Own and manage key client accounts, serving as the primary point of contact and trusted advisor.
- Build deep client relationships through consistent communication, onsite visits, and strategic engagement.
- Understand the client’s business goals, organizational structure, and pain points to align services effectively.
- Ensure high levels of client satisfaction, loyalty, and retention.
- Drive revenue growth through strategic account farming—identifying cross-sell and up-sell opportunities.
- Present tailored solutions that align with client needs and future growth strategies.
- Meet and exceed monthly and quarterly revenue and profitability targets for assigned accounts.
- Manage full P&L responsibility for your accounts, including forecasting, cost control, and margin improvement.
- Collaborate with internal teams (finance, delivery) to resolve billing discrepancies, minimize financial risks, and maintain profitability.
- Monitor and optimize account financial health regularly.
- Conduct structured monthly reviews with clients to track KPIs, SLAs, project delivery, and future.
- Prepare detailed account review documents and strategic action plans.
- Address concerns and resolve client escalations with urgency and professionalism.
- Conduct regular in-person visits to client sites, building trust with key stakeholders across all levels.
- Represent the organization in review meetings, industry forums, and client events.
- Foster multi-level relationships within client organizations to identify decision-makers and influencers.
- Collaborate with cross-functional teams (technical, operations, marketing) to ensure smooth service delivery and client success.
- Maintain up-to-date CRM entries, activity logs, pipeline status, and forecast reports.
- Provide periodic reports to leadership on account performance, risks, and expansion opportunities.
Key Performance Indicators (KPIs):
- Achievement of assigned revenue and margin targets
- Growth in account revenue (YoY, QoQ)
- New services/revenue streams activated per client
- Client satisfaction scores (CSAT, NPS)
- Frequency of client site visits and engagement quality
- Account renewal and retention rates
- Reduction in overdue payments and cost leakages
Requirements:
- 5+ years of experience in client relationship management, key account management, or enterprise sales
- Bachelor’s or Master’s degree in Business, Marketing, or related field (MBA preferred)
- Proven track record in growing enterprise accounts and achieving financial targets
- Strong communication, negotiation, and interpersonal skills
- Experience managing P&L and preparing business performance reports
- Willingness to travel for client meetings and reviews
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