55 Client Advisory jobs in India

About Us

We are a rapidly growing start-up with a close-knit team of 10 passionate professionals. Our fast-paced, innovative environment offers team members a chance to contribute directly and grow alongside the company as we expand quickly.

Job Title

Client Relationship Intern

Stipend

3- 6K per month

Job Overview

We are seeking an enthusiastic and motivated Intern to join our dynamic team. This is a fantastic opportunity for a student or recent graduate eager to gain hands-on experience in a start-up environment. The ideal candidate is a proactive learner who is ready to support various projects and contribute fresh ideas across different functions of the business, including marketing, operations, and creative tasks.

Key Responsibilities

• Assist the team with daily administrative and operational tasks.
• Support the planning and execution of marketing and social media campaigns.
• Conduct market research and help compile reports and presentations.
• Contribute to creative brainstorming sessions for new projects and initiatives.
• Help organize and maintain digital files and company documents.
• Provide support for ongoing projects as needed by different team members.

Requirements

• Currently pursuing or recently completed a Bachelor’s degree in Business, Marketing, Communications, or a related field.
• A strong desire to learn and a passion for working in a fast-paced environment.
• Excellent verbal and written communication skills.
• Proficiency with basic computer applications (e.g., Google Suite, Microsoft Office).
• A proactive, organized, and detail-oriented approach to tasks.
• Ability to work effectively both independently and as part of a team.

Preferred Qualifications

• Prior internship or volunteer experience.
• Familiarity with social media platforms for business (e.g., Instagram, LinkedIn).
• Basic understanding of digital marketing principles.
• A creative mindset with the ability to think outside the box.

Full-time

About the Role

IT Services - CRM

Location: Chennai/Mumbai/Bangalore/Delhi/Hyderabad

The role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.

Responsibilities

• Maintain and establish business relationship between the company and its clients
• Develop company’s IT projects to meet adequately all business needs of the assigned clients
• Ensure all IT initiatives relating to customer services are met timely enough
• Ensure all IT projects are streamlined towards prescribed budget
• Lead other IT members of staff in actualizing the company’s goal towards better service delivery
• Oversee and manage activities of other IT staff members to ensure all work is in line with laid down procedures outlined by the organization
• Report activities directly to the account director, regarding the status of any client-related transaction
• Advocate the needs and expectations of the client to ensure compliance by top management towards achieving customer satisfaction, which is the sole goal of the organization

Qualifications

• Minimum 3 to 5 years of experience in IT project management or client relationship roles
• Proven experience in client relationship management and delivering IT projects on schedule and within budget
• Strong leadership skills with experience managing and directing IT teams
• Excellent communication skills with the ability to effectively advocate client needs and report to senior management

Required Skills

• Experience: 5 to 8 years

Preferred Skills

• Strong leadership skills
• Excellent communication skills

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 documentation.

Key Responsibilities:

1. Client Communication & Relationship Management

• Source and maintain accurate client and vendor contact details.
• Call clients regularly to share updates, gather feedback, and maintain strong relationships.
• Send personalized greetings for birthdays, anniversaries, etc., to nurture rapport.
• Participate in daily CRM review sessions with stakeholders.
• Resolve client queries promptly and professionally.

2. Payment Collection & Billing Coordination

• Ensure milestone-wise payment collection within timelines.
• Share invoices and UTRs promptly and maintain a clear audit trail.
• Coordinate invoice/bill generation with Accounts.
• Confirm final deliverables and amounts with Client Servicing before billing.

3. Documentation & Reporting

• Record all interactions, approvals, and updates in CRM and email/WhatsApp summaries.
• Maintain structured data templates for smooth coordination across departments.
• Avoid verbal-only updates; ensure all communication is documented.
• CC Finance and Client Servicing on all payment-related emails.

4. Escalation & Follow-up

• Follow embedded SOP for payment follow-ups:
• D0: Thank-you & summary
• D3: Gentle nudge
• D7: Reminder + offer help
• D10: Firm, solution-oriented reminder
• D15: Escalation with full context
• Flag ageing, disputes, or documentation gaps proactively.

5. Client Servicing & After-Sales Support

• Ensure client satisfaction from order placement until final payment.
• Collect true feedback and resolve queries diligently.
• Act as a point of contact for complaints and escalate issues to the concerned team.

Competency Requirements:

Skills Needed:

• Excellent communication: soft-spoken, polite, professional (English/Hindi; Gujarati preferred).
• Persuasion, rapport-building, and phone/meeting etiquette.
• Listening, questioning, and proactive problem-solving.
• Consistency, patience, and empathy in follow-ups.
• Tech-savvy: Google Docs, Sheets, Excel, CRM, professional email/WhatsApp etiquette.

Knowledge Areas:

• Wedding/event planning basics.
• Billing systems, client documentation, and vendor networks.
• Internet research and data collection.

Traits & Self-Image:

• Confident, high-energy, go-getter mindset.
• Honest, persistent, and eager to learn.
• Warm, hospitable, client-friendly approach.
• Passionate about growth and process improvement.

Workflow & Reporting:

• CRE coordinates post-closing with Client Servicing, Production, and Finance.
• Reports directly to Finance (Cost Controller + Accounts) with alignment to Growth Head.
• Top 2 priorities: polite, consistent, documented follow-ups & timely milestone-wise collections.

Salary:

- ₹15,000 – ₹18,000/month

Role Overview:

As the Customer Relationship Executive at Kimirica Hunter International, you will be responsible for

overseeing all customer support operations, developing and implementing strategies to enhance the customer journey, and ensuring a seamless and delightful experience for every interaction. You will lead a team of customer service representatives, maintain a high level of customer satisfaction, and act as the voice of the customer within the organization.

Key Responsibilities:

1. Customer Support Operations:

- Manage and oversee day-to-day customer service operations across multiple channels (email, chat, social media, WhatsApp, and phone).

- Develop and implement SOPs to streamline the resolution of customer inquiries, complaints, and

issues.

- Monitor and manage KPIs like first response time, resolution time, CSAT, and NPS.

- Ensure timely escalation and resolution of critical customer concerns.

2. Customer Experience:

- Design and implement strategies to enhance customer experience and loyalty.

- Regularly gather customer feedback to identify pain points and areas of improvement.

- Collaborate with product, marketing, and operations teams to address customer needs and drive

brand loyalty.

3. Technology and Tools:

- Implement and optimize customer service tools like CRM, live chat platforms, and ticketing systems.

- Track and analyze data to identify trends and insights that can inform decision-making.

4. Reporting and Insights:

- Create detailed reports on customer service performance and provide actionable insights to

leadership.

- Track and analyze customer service trends to proactively address potential challenges.

Key Qualifications:

- Strong communication and interpersonal skills.

- Ability to handle escalations and de-escalate challenging situations with tact and empathy.

- Proficiency in CRE and customer service tools (e.g., Zendesk, Freshdesk).

- Analytical mindset with a data-driven approach to decision-making.

- Excel knowledge.

Personal Attributes:

- Customer-centric mindset with a passion for delivering exceptional experiences.

- Problem-solving and conflict-resolution skills.

- High level of empathy, patience, and adaptability.

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 liaisoning 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.

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 liaisoning 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.

Hi,

We are seeking an experienced Client Partner to lead and grow strategic relationships within the Banking & Financial Services sector in India . The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services.

Job Description & Key Responsibilities

Client Relationship & Account Management

• Serve as the single point of accountability for the bank client relationship.
• Build and nurture relationships with CXO, business heads, and technology leaders at the bank.
• Understand the client’s strategic initiatives in digital banking, regulatory compliance, risk management, and customer experience in domestic market.
• 3 to 5 years of experience in IT services with a focus on Banking & Financial Services clients .
• Experience in managing enterprise-scale accounts with digital transformation initiatives.
• Identify transformation initiatives in areas like digital channels, payments, core banking modernization, data analytics, risk, and compliance.
• Align IT services and solutions with the bank’s digital transformation roadmap.
• Anticipate emerging needs in areas such as cybersecurity, cloud adoption, data privacy, and regulatory compliance.

Company Overview:

Rockstud Capital, a trailblazer in the Venture Capital and Private Equity Principals industry, offers expert fund advisory and management across SEBI registered schemes. We excel in nurturing early-stage startups, with a strong focus on environmental and social impacts alongside our robust listed equities investment strategies. Operating from Lower Parel, Mumbai, we are a team dedicated to maintaining transparency, customer-centric approaches, and exceptional performance in all our ventures. For more information, visit our website .

Job Overview:

We are seeking a dynamic Client Relationship Manager to join our mid-level team in Mumbai. This full-time role demands proficiency in cultivating and managing client relationships, supporting wealth management services, and enhancing client satisfaction. The ideal candidate will excel in new client acquisitions and act as a pivotal liaison to ensure seamless interactions with clients, delivering exceptional service aligning with our core values. Note: This role is meant for candidates with prior experience in the financial sector only.

Qualifications and Skills:

• Proven experience in new client acquisitions (Mandatory skill), demonstrating the ability to strategically identify and target potential clients efficiently.
• Proficiency in relationship management (Mandatory skill), focusing on maintaining and developing long-lasting relationships with clients at various levels.
• Demonstrated expertise in wealth management services (Mandatory skill), ensuring clients assets are managed effectively to meet their long-term objectives.
• Solid background in customer service management, with a track record of resolving issues promptly and maintaining high levels of client satisfaction.
• Excellent communication skills, enabling the conveyance of complex information clearly and building trust with clients.
• Aptitude for customer service, showcasing a friendly and professional demeanor to support client needs proactively.
• Exceptional problem-solving skills, resourcefulness, and the ability to work under pressure while ensuring client-specific goals are met.
• Strong organizational skills with a focus on attention to detail, enabling efficient management of multiple client relationships simultaneously.

Roles and Responsibilities:

• Develop and execute strategies for acquiring new clients and expanding the companys client base.
• Build and maintain strong relationships with existing clients, ensuring high client retention and satisfaction.
• Act as the primary point of contact for clients, handling inquiries and resolving issues efficiently and effectively.
• Collaborate with internal teams to tailor financial services based on the unique needs and goals of each client.
• Provide insights and advice to clients on investment opportunities and wealth management tools, aligning with their financial objectives.
• Conduct regular performance reviews with clients, presenting reports and feedback to optimize their financial strategies.
• Stay informed on industry trends, market activities, and regulatory changes to provide up-to-date information and advice.
• Contribute to the companys strategic planning by providing client feedback and identifying areas of improvement in service offerings.

Apply Here -->

Summary:

SearchEV is a comprehensive electric vehicle discovery platform that enables users to explore and compare EVs from leading brands. Designed to support informed decision-making, the platform offers detailed specifications, side-by-side comparisons, and expert insights. In addition, SearchEV keeps users up to date with the latest developments, news, and trends in the electric vehicle industry.

Were looking for a proactive and people-oriented Client Relations Executive to join our team! He/she will be in for front of building strong connections, turning leads into happy customers, and nurturing long-term client relationships. This role is specifically intended for someone who can understand needs, offer solutions, and ensure a smooth and positive experience with our clients.

Key Responsibilities:

• Serve as the primary point of contact for assigned clients and ensure their needs are met effectively and efficiently.
• Build strong, long-term client relationships through regular communication and high-quality service.
• Handle client onboarding and maintain detailed records of client interactions and transactions.
• Identify and pursue opportunities for account growth and client retention.
• Communicate effectively with internal teams to ensure client expectations are met.
• Resolve client issues promptly and professionally, escalating matters as necessary.
• Support new business development by participating in lead conversion and follow-up activities.

Qualification and Key Skills

• Bachelor's degree in Business Administration, Marketing, or a related field preferred.
• 13 years of experience in client servicing, customer support, or business development.
• Excellent communication and interpersonal skills.
• Strong problem-solving ability and customer-oriented mindset.