77 Client Management jobs in India

A client manager plays a crucial role in building and nurturing strong, long-lasting relationships between a company and its clients. This position is vital for client satisfaction, retention, and ultimately, business growth.

Job description

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Descriptor:

Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we're placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners.

We connect the world through trade. Our footprint gives clients access to roughly 90% of world trade flows providing a powerful mix of local, regional, and global knowledge to help them spot new growth opportunities. We are innovative problem solvers that provide a safer, smoother digital trade experience. We solve business challenges through growth, disruption, or uncertainty, and we bring clients insights and ideas to enable grow and protect their business.

Our comprehensive suite of products and services can be combined into global solutions that help make it easier for businesses to manage trade risk, process trade transactions, and fund trade activities.

Principal Responsibilities:

The role holder is responsible for consultative selling, implementation and management of GTRF products to customers and prospects and managing existing GTRF relationships to promote increased profitability and relationship depth, while minimizing risk

They will develop new revenue streams by identifying and selling innovative GTRF solutions to a portfolio of clients thus maximizing commercial profitability and relationship depth. This will include responsibility for pricing, reviewing and negotiating the full range of GTRF services together with effecting any cost reduction initiatives required by the Group.

Drives best practice in lending and risk policies ensuring this remains in line with economic and market practices

• To manage a client portfolio in order to maintain existing and generate new income for the business. Undertake sector/portfolio planning and client monitoring/contact
• Develop effective strategies for maintaining and growing a client portfolio in order to maintain and generate new income for the Group. This will involve initiatives such as sector planning and client/contact monitoring to ensure efforts support GTRF business objective
• Manage portfolio customers and follow end to end CM process as defined by Business Development Transformation
• To manage costs within plan, keep losses to a minimum and identify any cost reduction initiatives.
• Work closely with colleagues to promote awareness of GTRF products, strategies and competitor information amongst the RM and other strategic business communities.
• Maintain awareness of the applicable regulatory and business environment: understand audit, tax and legal implications and changes as they affect he customers and the Bank.
• Develop an appropriate calling plan to efficiently and effectively achieve goals and objectives. Through consultative selling, design and implement workable, innovative solutions for customers individual needs plus generate and receive quality referrals for/from other parts of the Group.
• Where appropriate undertake professional presentations etc. to customers in support of potential opportunities portraying HSBC in the best possible light against a backdrop of competition from local, regional and/or global banks.
• Maintain and enhance the image of HSBC through the planning and execution of conferences, industry sector days, internal & external client road shows, active participation in industry associations and other such suitable events.
• Maintain close liaison with intra country, intra region and cross regional colleagues/stakeholders so as to provide input into the strategic direction of Sales, Product and Client Management functions and to the overall direction of GTRF regional and global business.
• Be a team player. Work with the team members and colleagues in order to perform the role the best of abilities.
• Demonstrating excellence in sales and following end to end sales process as defined internally
• Be self-motivated and achieve results in the face of setbacks
• Keep management informed of progress/obstacles towards sales targets.
• Ensure compliance monitoring is in place in accordance with HSBC and regulatory standards
• Ensure all CM Sales activity documentation is complete to provide performance tracking and targeting future sales efforts
• Continually assess the CM Sales processes to identify improvements
• Keep Team leader informed of any obstacles, issues etc.
• Compliance with and management of sales suitability risks and requirements
• Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements
• Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Requirements

• Extensive knowledge of global trade and receivables finance, services, products and techniques.
• Extensive knowledge of the market & market trends, competitive environment and regulatory environment.
• Detailed knowledge of GTRF back and front office area
• Detailed knowledge if Credit & Risk including techniques to mitigate risk
• Broad knowledge of HSBC Group companies and product ranges
• Sales & Client Management experience at a senior level including dealing with senior executives plus a proven sales record
• Proven ability in identifying and meeting customer needs through matching a broad range of products and services
• Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
• Proven ability to deliver creative and flexible customer solutions.
• Ability to understand a customer's business and the fundamentals of running a business
• Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
• Ability to interact with business customers at all levels
• Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
• Excellent time management, planning and organisation skills
• Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
• Strong analytical skills

Desirable:

• Bachelor's Degree
• GTRF related industry qualifications

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

You'll achieve more when you joint HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

• 200+ Candidate Required
• Hiring for Mumbai, Pune, Bangalore, Hyderabad, Chennai for Various Positions in Big MNCs.
• Post - Designer, BDE, Client Manager, Training Managers, Banking Alliance, Etc
• Interested Candidate WhatsApp CV

We are seeking a professional to lead client projects, manage end-to-end deliverables, and ensure client communication. The role requires leadership, problem-solving, and project management skills to guide the team, maintain client satisfaction.

Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs.

We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space.

We operate 3 business segments:

1. Corporate Secretary: Automating the company incorporation, secretarial, filing, Nominee Director, mailroom and immigration processes via custom online robots and SleekSign.  We are the market leaders in Singapore with ~5% market share of all new business incorporations
2. Accounting & Bookkeeping : Redefining what it means to do Accounting, Bookkeeping, Tax and Payroll thanks to our proprietary SleekBooks ledger, AI tools and exceptional customer service
3. FinTech payments: Overcoming a key challenge for Entrepreneurs by offering digital banking services to new businesses

Sleek launched in 2017 and now has around 15,000 customers across our offices in Singapore, Hong Kong, Australia and the UK.  We have around 500 staff with an intact startup mindset. 

We have recently raised Series B financing off the back of >70% compound annual growth in Revenue over the last 5 years.  Sleek has been recognised by The Financial Times, The Straits Times, Forbes and LinkedIn as one of the fastest growing companies in Asia.  

Backed by world-class investors, we are on track to be one of the few cash flow positive, tech-enabled unicorns based out of Singapore.

Requirements

We are looking for an Accountant that is excited about the below Mission and Outcome.

Mission: As an Accountant, you will play a key role in providing high-quality accounting services to our clients. This position is ideal for someone with 2-3 years of experience, preferably within practice, looking to deepen their expertise and take on new responsibilities in a fast-paced, cloud-based environment. You’ll collaborate with a team of experienced accountants, managing a portfolio of clients and ensuring financial accuracy.

Your 2+ years of Accounting experience working with a portfolio of Singapore clients will help you succeed in this role.

Position Duties

• You will lead and manage a high volume of portfolio of accounting clients and be the key point of contact for all your clients. 
• You will hence be accountable for the quality of service deliveries, timeliness, accurate billings, managing client relationships, maintaining good rapport with clients, and having the ability to achieve client satisfaction and retention.
• You must be able to plan your work effectively and efficiently, and provide effective leadership, supervision and guidance to staff to ensure deliverables are in accordance with the scope of services and timelines. This includes but not limited to corporate secretarial, accounting, tax, payroll, GST, immigration, mailroom, and nominee director services. 
• From the start of your engagement, you must be able to demonstrate expertise in primary accounting frameworks and in relation to financial reporting matters as regulated by ACRA. You must also have sufficient knowledge on the regulatory requirements of various company set-ups in Singapore, mainly that of private limited companies.
• You are required to gain a comprehensive understanding of client operations, processes, and business objectives and utilise that knowledge on engagement.
• For assigned clients, you must have the ability to review and/or prepare management accounts and schedules,  corporate tax computation, payroll reports, GST reports and other statutory filings, and ensure its accuracy and completeness before delivering to clients.
• The knowledge that you have will enable you to provide basic consultancy advice to clients on various accounting, tax, payroll and corporate secretarial matters.
• One of your key responsibilities is to prepare Unaudited/Group Unaudited Financial Statements and XBRL for clients with zero error.
• You must adhere to the highest degree of professional standards and strict client confidentiality.

Requirements

• Recognised degree/diploma in Accountancy
• Preferably professionally certified with ACCA, CPA, or CA qualification
• Preferably 2-3 years of relevant working experience for professionally certified candidates, 5-7 years of relevant working experience for candidates who are not / yet to be certified.
• Good understanding of SFRS and Singapore regulatory compliance
• Hands-on experience with Google workspace and Microsoft applications
• Experience with cloud accounting software, Xero will be a definite plus, preferably at least a year of experience in Xero
• Resourceful and experience with various productivity software applicable to facilitate daily works
• Self-motivated, positive attitude, proactive and detail-oriented
• Love meeting people and have great interpersonal and communication skills
• Able to adapt to VUCA way of thinking and contribute to process improvement efforts
• Able to work under pressure and meet tight deadlines
• Immediate availability is preferred

Behavioural fit is also important at Sleek, and we will be looking for candidates that have a proven track record of embodying the below attributes in their recent roles:

Ownership: This shows reliability and helps build trust within the team. We move fast and need to know that everyone will see things through to completion and proactively help to get things back on track when challenges arise. Accountability is really important to us.

Humility: There is so much we don’t know. Humility allows for open-mindedness to feedback and a willingness to learn from others. It paves the way for collaboration and creates a positive work environment. It is a key ingredient of self awareness and emotional intelligence.

Structured Thinking: Our business is complex with many layers (many services, many countries, many cultures). Regardless of whether you’re more analytical or creative in nature, being able to show sound judgement is important to us. It ensures solutions are pragmatic and balance the needs of the organisation, team and customers.

The successful candidate will participate in the below interview stages. We anticipate the process to last no more than 3 weeks from start to finish.

Whether the interviews are held over video call or in person will depend on your location and the role. 

Career deep dive 

A ~60 minute chat with the Hiring Manager. They’ll discuss your last 1-2 roles to understand your experience in more detail.  

Behavioural fit assessment

A ~45 minute chat with a member of the HR or leadership team, where they will dive into some of your recent work situations to understand how you think and work.

Offer + reference interviews

We’ll make a non-binding offer verbally or over email, followed by a couple of short phone or video calls with references that you provide to us. 

+++

Requirement for background screening

Please be aware that Sleek is a regulated entity and as such is required to perform different levels of background checks on staff depending on their role. 

This may include using external vendors to verify the below:

• Your education
• Any criminal history
• Any political exposure
• Any bankruptcy or adverse credit history

We will ask for your consent before conducting these checks.  Depending on your role at Sleek, an adverse result on one of these checks may prohibit you from passing probation.

By submitting a job application, you confirm that you have read and agree to our Data Privacy Statement for Candidates, found at sleek.com.

Benefits

Some other great things about working at Sleek…

Humility and kindness: Humility is a core attribute we hire for, which means we have a culture of not taking ourselves too seriously and being able to laugh. Kindness is also incredibly important. We are committed to creating and nurturing a diverse and inclusive environment. 

Flexibility: You’ll be able to work from home 5 days per week. If you need to start early or start late to cater to your family or other needs, we don’t mind, so long as you get your work done and proactively communicate. You can also work fully remote from anywhere in the world for 1 month each year

Financial benefits: We pay competitive market salaries and provide staff with generous paid time off and holiday schedules. Certain staff at Sleek are also eligible for our employee share ownership plan and can share in the upside of our stellar growth trajectory as we work toward listing on a prominent stock exchange in the Asia Pacific region.

Personal growth: You’ll get a lot of responsibility and autonomy at Sleek - we move at a fast pace so you’ll be making decisions, making mistakes and learning. There’s also a range of internal and external facing training programmes we run. We’re also at the forefront of utilising AI in our space and are developing a regional centre of AI excellence. It is our intention that if you leave Sleek, you leave as a more well-rounded person and professional.

Sleek is also a proudly certified B Corp.  Since we started our journey in 2017, we’ve been committed to building Sleek as a force for good. In just over 5 years, we’ve joined a community of industry leaders like Patagonia, Ben & Jerry's, and P&G who are building an inclusive, equitable, and a regenerative economy. We have planted over 29,271 trees to reforest our ecosystem and saved 7 tons of paper from landfills by processing over 1.4M pages through SleekSign. We aim to be Carbon Neutral by 2030.

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Descriptor:

Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we’re placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners.

We connect the world through trade. Our footprint gives clients access to roughly 90% of world trade flows providing a powerful mix of local, regional, and global knowledge to help them spot new growth opportunities. We are innovative problem solvers that provide a safer, smoother digital trade experience. We solve business challenges through growth, disruption, or uncertainty, and we bring clients insights and ideas to enable grow and protect their business.

Our comprehensive suite of products and services can be combined into global solutions that help make it easier for businesses to manage trade risk, process trade transactions, and fund trade activities.

Principal Responsibilities:

The role holder is responsible for consultative selling, implementation and management of GTRF products to customers and prospects and managing existing GTRF relationships to promote increased profitability and relationship depth, while minimizing risk

They will develop new revenue streams by identifying and selling innovative GTRF solutions to a portfolio of clients thus maximizing commercial profitability and relationship depth. This will include responsibility for pricing, reviewing and negotiating the full range of GTRF services together with effecting any cost reduction initiatives required by the Group.

Drives best practice in lending and risk policies ensuring this remains in line with economic and market practices

Desirable:

Additional Information 

You’ll achieve more when you joint HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Descriptor:

Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we’re placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners.

We connect the world through trade. Our footprint gives clients access to roughly 90% of world trade flows providing a powerful mix of local, regional, and global knowledge to help them spot new growth opportunities. We are innovative problem solvers that provide a safer, smoother digital trade experience. We solve business challenges through growth, disruption, or uncertainty, and we bring clients insights and ideas to enable grow and protect their business.

Our comprehensive suite of products and services can be combined into global solutions that help make it easier for businesses to manage trade risk, process trade transactions, and fund trade activities.

Principal Responsibilities:

The role holder is responsible for consultative selling, implementation and management of GTRF products to customers and prospects and managing existing GTRF relationships to promote increased profitability and relationship depth, while minimizing risk

They will develop new revenue streams by identifying and selling innovative GTRF solutions to a portfolio of clients thus maximizing commercial profitability and relationship depth. This will include responsibility for pricing, reviewing and negotiating the full range of GTRF services together with effecting any cost reduction initiatives required by the Group.

Drives best practice in lending and risk policies ensuring this remains in line with economic and market practices

Desirable:

Additional Information 

You’ll achieve more when you joint HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Criteria: Presentable, advanced soft skills, communication & people management skills should be well versed in the local language, good work exp in Corporate/ hospitality & events management.

Overall planning and executing client visits

Meet & Greet Client / guests

Arrange special set ups for welcome/ inauguration, festivals etc.

Publish Events Calendar

Upkeep of the client zones

Inventory Management & Control- cutlery/crockery/consumables

Maintaining client gift items stock

Design personalizes hampers for the clients

Setup- Boardrooms, Executive cabins & Executive dining rooms

F&B planning, arrange for ODC events for employees & clients

Manage the Pantry and butler staff team

Invoicing

Overall planning & execution for team lunch & dinner event in and outside office

Vendor management Initiate tie ups for vendor onboarding, coordinate, negotiate rates for local hotels, restaurants for team events

Organize team building activities for clinets + employees

Organize Sr. Management events & offsites

Support CSR initiatives

• Execute trades on BSE & NSE as per client instruction

• Engage clients with portfolio updates & insights

• Reactivate dormant clients via relationship building

• Ensure SEBI compliance with follow-ups

• Contribute to revenue thru trade execution

Required Candidate profile

• Demonstrates client-facing confidence in volatile markets

• Familiarity with AI usage and MS Office tools

• Sound knowledge of SEBI, margin norms, and risk controls

• NISM VIII certification