525 Client Management jobs in India

Manager - Client Management

Mumbai, Maharashtra HSBC

Posted today

Job Viewed

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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.

Global Trade Solutions ( GTS)

Global Trade Solutions comprises over 4,500 people across more than 60 countries, helping suppliers and buyers with their export and import finance needs. Trade is where HSBC began in 1865, when we financed commerce between Europe, North America and Asia.

Role Purpose

  • The role holder is responsible for consultative selling, implementation and management of GTS products to customers and prospects and managing existing GTS relationships to promote increased profitability and relationship depth, while minimizing risk 
  • They will develop new revenue streams by identifying and selling innovative GTS 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 GTS 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
  • Impact on the Business

  • 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 and support GTS 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 GTS 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.
  • Customers / Stakeholders

  • 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 Incremental revenue and customer satisfaction
  • By matching customers’ requirements in response to proposal requests (RFP’s etc.)
  • Provision of appropriate strategic business ideas based on awareness of market and industry initiatives and customer feedback. Sharing of best practices and to the overall direction of GTS regional and global business.
  • Leadership & Teamwork  

  • 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
  • Establish an interactive dialogue process with Risk Management teams in order to build a sustainable asset growth
  • By demonstrating and sharing best practices with colleagues.
  • Sharing of feedback to appropriate stakeholders and colleagues
  • By provision of commentary to team leader, senior client management, product and sales etc.
  • Operational Effectiveness & Control

  • 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
  •  Monitors own completion of mandatory training
  •  No unknown crisis issues
  •  Liaise with Client Service Teams, CoE inclusive, to certify a deliver an outstanding services to clients 
  • Major Challenges

  • Drive sales from existing clients and manage attrition
  • Managing multiple time sensitive tasks
  • Constantly evaluate - Customer banking practices and trends in the market, GTS systems and techniques employed and the competitive market place.
  • Adapting to a fast pace work environment and continually changing lines of communication, technological advances etc
  • Ensuring RM community is sufficiently knowledgeable with GTS products/services/ regulation and having confidence they are able to continually apply this knowledge to their client base 
  • Role Context

  • GTS is a key strategic business for the HSBC Group under Corporate and Institutional Banking ( CIB) and its history is mixed with almost 150 years of Group history. HSBC is recognized worldwide as “the World's leading and largest trade bank and a Leading player in the receivables finance market” and its global leadership is unquestionable.
  • Through capitalizing on the Group’s international network and on the regional expertise, GTS India not only consistently holds an important status internally as a reliable and relevant income generator as well externally receiving formal market recognition.
  • The Group has defined International Trade as the highest priority area to explore business opportunities for next years, engaging all levels in the organization to position HSBC as the primary provider for Corporate clients for their international needs worldwide.
  • Must have a thorough understanding of the GTS business and takes a long term view of expected changes
  • To look for new sales opportunities, increase wallet share and generally ensure the performance of the client
  • Ensure client satisfaction including identifying and dealing with actual or potential business or relationship risks 
  • Management of Risk

  • Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. 
  • The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. 
  • The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. Additionally they will ensure they effectively manage sales suitability, money laundering, counter terrorist financing, fraud, and reputational risk. 
  • This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. Also by addressing any areas of concern in conjunction with line management and/or the appropriate department
  • Requirements
  • Minimum Bachelor’s degree / Graduation or as required for the role, whichever is higher
  • Extensive knowledge of global trade finance, services, products and techniques.
  • Extensive knowledge of the market & market trends, competitive environment and regulatory environment.
  • Detailed knowledge of GTS 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 customers 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

    GTS related industry qualifications 

    Additional Information

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

    Useful Link

    Link to Careers Site: Click 

    This advertiser has chosen not to accept applicants from your region.

    Manager - Client Management

    Mumbai, Maharashtra HSBC

    Posted today

    Job Viewed

    Tap Again To Close

    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.

    Global Trade Solutions ( GTS)

    Global Trade Solutions comprises over 4,500 people across more than 60 countries, helping suppliers and buyers with their export and import finance needs. Trade is where HSBC began in 1865, when we financed commerce between Europe, North America and Asia.

    Role Purpose

  • The role holder is responsible for consultative selling, implementation and management of GTS products to customers and prospects and managing existing GTS relationships to promote increased profitability and relationship depth, while minimizing risk 
  • They will develop new revenue streams by identifying and selling innovative GTS 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 GTS 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
  • Impact on the Business

  • 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 and support GTS 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 GTS 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.
  • Customers / Stakeholders

  • 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 Incremental revenue and customer satisfaction
  • By matching customers’ requirements in response to proposal requests (RFP’s etc.)
  • Provision of appropriate strategic business ideas based on awareness of market and industry initiatives and customer feedback. Sharing of best practices and to the overall direction of GTS regional and global business.
  • Leadership & Teamwork  

  • 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
  • Establish an interactive dialogue process with Risk Management teams in order to build a sustainable asset growth
  • By demonstrating and sharing best practices with colleagues.
  • Sharing of feedback to appropriate stakeholders and colleagues
  • By provision of commentary to team leader, senior client management, product and sales etc.
  • Operational Effectiveness & Control

  • 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
  •  Monitors own completion of mandatory training
  •  No unknown crisis issues
  •  Liaise with Client Service Teams, CoE inclusive, to certify a deliver an outstanding services to clients 
  • Major Challenges

  • Drive sales from existing clients and manage attrition
  • Managing multiple time sensitive tasks
  • Constantly evaluate - Customer banking practices and trends in the market, GTS systems and techniques employed and the competitive market place.
  • Adapting to a fast pace work environment and continually changing lines of communication, technological advances etc
  • Ensuring RM community is sufficiently knowledgeable with GTS products/services/ regulation and having confidence they are able to continually apply this knowledge to their client base 
  • Role Context

  • GTS is a key strategic business for the HSBC Group under Corporate and Institutional Banking ( CIB) and its history is mixed with almost 150 years of Group history. HSBC is recognized worldwide as “the World's leading and largest trade bank and a Leading player in the receivables finance market” and its global leadership is unquestionable.
  • Through capitalizing on the Group’s international network and on the regional expertise, GTS India not only consistently holds an important status internally as a reliable and relevant income generator as well externally receiving formal market recognition.
  • The Group has defined International Trade as the highest priority area to explore business opportunities for next years, engaging all levels in the organization to position HSBC as the primary provider for Corporate clients for their international needs worldwide.
  • Must have a thorough understanding of the GTS business and takes a long term view of expected changes
  • To look for new sales opportunities, increase wallet share and generally ensure the performance of the client
  • Ensure client satisfaction including identifying and dealing with actual or potential business or relationship risks 
  • Management of Risk

  • Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. 
  • The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. 
  • The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. Additionally they will ensure they effectively manage sales suitability, money laundering, counter terrorist financing, fraud, and reputational risk. 
  • This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. Also by addressing any areas of concern in conjunction with line management and/or the appropriate department
  • Requirements
  • Minimum Bachelor’s degree / Graduation or as required for the role, whichever is higher
  • Extensive knowledge of global trade finance, services, products and techniques.
  • Extensive knowledge of the market & market trends, competitive environment and regulatory environment.
  • Detailed knowledge of GTS 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 customers 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

    GTS related industry qualifications 

    Additional Information

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

    Useful Link

    Link to Careers Site: Click 

    This advertiser has chosen not to accept applicants from your region.

    Accountant (Client Management)

    Sleek

    Posted today

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    Job Description

    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

    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.

    What will you need?

        • 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

    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: This position is 100% remote. 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.

    This advertiser has chosen not to accept applicants from your region.

    AVP/AM - Client Management Operations (Large Multinational Bank)

    Mumbai, Maharashtra Riverforest Connections Private Limited

    Posted today

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    Job Description

    Position Purpose

    To ensure high quality services delivery standards enhancing client satisfaction by duly performing activities within prescribed TAT & ensuring compliance with applicable regulations.

    Responsibilities

    Direct Responsibilities

    Client Onboarding, amendments , modification and closure on CIB and Custody (Foreign Portfolio Investors)

    • Initiate and maintain client coordination to facilitate client onboarding , recertification/KYC renewals
    • Effective coordination with business RM on the internal documents and onboard client based on agreed timeline and prioritization.
    • Perform necessary checks for client onboarding including checks against local and global blacklists and due diligence with local/group regulations, SEBI and RBI regulatory requirements
    • Ensure data quality and data integrity on client records.
    • Effective coordination and control over outsourced activities following set timelines.
    • Active follow up on Pending Documentation and discrepancy management
    • Safekeeping of client documentation and strict adherence to turn around time standard.
    • Proactive coordination with business, branches, compliance and other teams.
    • Active support to various reporting, audits, inspection and timely submission of data

    Anti Money Laundering /Financial Sanctions ( AML/FS) related duties.

    Operations are integral part of the control framework including AML/FS project. In that respect , in performing your role you are expected to ensure adherence to AML/FS related Group Policies and execution of associated operational controls, and to promptly escalate any resulting hit for analysis and decision to relevant authority.

    Contributing Responsibilities

    • Contribute to the implementation of Permanent Control policies and procedures in day-to-day business activities
    • Active participation in regular review of operational procedural changes /requirements during processing functions / staff meetings 
    • `Active participation in Projects / System Changes / UAT / new system implementation when required

    Qualifications

    Technical & Behavioral Competencies

    • Good communication skills is a pre-requisite
    • Accuracy and rigor
      Team player
      Adaptable flexible approach to the working environment
    • Ability to work on multiple IT systems
    • IT literate and familiar with Microsoft Office (Excel to macro level), PowerPoint

    Specific Qualifications

    • University Graduate
      Experience of above 3-5 years' experience in Banking Industry with specialization in KYC due diligence
      Sound knowledge of the on boarding/ KYC recertification process for CIB and Custody clients
      Knowledge of the global and local regulations related to banking and financial services.
    This advertiser has chosen not to accept applicants from your region.

    Client Relationship Management / Account Management

    400064 Malad West, Maharashtra 2coms

    Posted 502 days ago

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    Job Description

    Permanent
    Hiring for Account Manager.Designation:  Account Manager Must Have:  Should have min 1 years exp. on Client handling & Client Co-ordination.  Should be comfortable in WFO. Location:  Malad - Mumbai Experience:  Min 1 Years or fresher  Job Description:Communicating with clients to understand their needs and explain product value. Building relationships with clients based on trust and respect.Collaborating with internal departments to facilitate client need fulfillment.Collecting and analyzing data to learn more about consumer behavior.Keeping accurate records pertaining to inventory and account notes.Maintaining updated knowledge of company products and services.Resolving complaints and preventing additional issues by improving processes.Identifying industry trends.Acting as a client advocate with a focus on improving the buyer experience.
    This advertiser has chosen not to accept applicants from your region.

    Trainee - Client Account Management

    380009 Ahmedabad, Gujarat AddWeb Solution Pvt Ltd

    Posted 260 days ago

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    Job Description

    Permanent
    We, AddWeb Solution, is focused on providing its employees with the best work experience mixed with the right amount of fun and learning. A chance to learn new technologies, voice your entrepreneurial opinion, learn from the senior-most professionals and plethora of resources available - the benefits are endless! We offer different positions for freshers based on their skills set.Assist in building and maintaining strong client relationships through regular communication and follow-up.Serve as a point of contact for assigned clients, ensuring their needs are addressed promptly and effectively.Help coordinate the execution of client projects, ensuring deadlines and expectations are met.Maintain accurate records of client communications, project details, and invoicing.Identify opportunities for upselling and cross-selling additional services to clients.Assist in drafting proposals and presentations for potential new business.Maintaining client records, keeping and sending periodic updates.Understanding the products and services the business offers to ensure their adequate delivery to clients better.Requirements Why AddWeb AddWeb is a global leader in consulting, technology purpose, and next-generation services. AddWeb offers world-class technologies, consultancies, execution as well as process. AddWeb encourages freshers to exhibit their skills and to improve their performance. The AddWeb has a potential right folding path where it takes us to the self-learning paths and improves our knowledge. AddWeb provides amazing resources at your toe tips to build up with. Global Internships in AddWeb are high where it helps you to work with new technologies where they are still new. The learning process in AddWeb never ends. You think like an entrepreneur and try to exhibit your opinions and startup plans. And you will be back to your society. You will get to learn new things and improve your skill set.Eligibility Criteria Candidates should have excellent written and verbal communication.Candidates should be confident with strong interpersonal skills.Should be comfortable to work in flexible timings.

    Program Structure of On The Job Training  

    Training Months

    Stipend 

    Training

    Eligibility

    1st Month

    Not Applicable

    Training under Department Senior

                          NA

    2nd Month

    Rs  5,000/-

    Training under Department Senior

    Based on your learning andAssessment by your senior

    3rd Month

    Rs  10,000/-Training under Department SeniorBased on your learning and  Assessment by your senior* Service Agreement for Trainee [ Account Management ]  --- 15 months [ 3 months of Training + 12 months of employment]  .Benefits

    We are a bunch of technocrats who’re passionate at heart and we drive impact by synergizing with each other’s forces & having fun while we are at it.

    Our people define our culture. If there is anything we need to change/improve, we do.

    Personal Benefits

    Health Comes First : Extensive Medical Insurance for you and your family.

     Flexible Working Hours: Decide your own productive time per your project/client.

    Dental, Eye, and Body Checkups: Routine checkups help to keep you updated.

    Gaming Zone : Dedicated place for enjoying a refreshing work break any time of the day.

    Celebrations: Celebrate festivals and the diversity of our culture.

    Parties: We just need a reason to party regularly and a BIG trip yearly.

    Handmade tea and coffee, as you like it fresh : Who doesn't have fresh beverages after all.

    Professional Benefits

    Latest technologies: Opportunity to stay ahead in the constantly changing technology trends globally.

    Vibrant work environment: Everybody helps everyone. Fueling your growth with impactful learning & growth opportunities.

     Certifications : Company-sponsored certifications to fuel your competence.

    Monetary Benefits

     Work Anniversary Bonus: One-month additional salary as a bonus every year.

     Gratuity: Your long-term commitment pays.

     Interest-Free Loan up to 3 times the salary: No documentation, get money directly in your account.

     Excellent Referral Bonus: Help a friend and get rewarded every time.

    Make money from your money : Earn a guaranteed 10% on your investments in NBFC without any charges.

    candidates can share their resume on  or call on +91 .
    This advertiser has chosen not to accept applicants from your region.

    Senior Director - Client Relationship Management (Insurance)

    Mumbai, Maharashtra Marsh McLennan Companies

    Posted today

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    Job Description

    Description:

    We are seeking a highly skilled and experienced Distribution Leader to join our Centre of Excellence team. As a Distribution Leader, you will play a crucial role in driving the growth and success of our organization globally through the COE. Your expertise and leadership will be instrumental in developing and executing strategies to maximize sales, improve account penetration, and enhance customer satisfaction.

    What can you expect?

  • Lead and manage a team of account management professionals serving clients across multiple regions, providing guidance, coaching, and support to drive performance and foster a high-performance culture
  • Support in developing and executing client account planning and strategy including account planning packs
  • Drive ongoing account support activities including reviewing claim trends & service performance to enable periodic client discussions
  • Collaborate closely with Sales and Placement organization to facilitate pre-renewal activities and building reports for the same
  • Drive regional discipline on efficient growth, ensuring close management of acquisition cost and smart use of distribution resources
  • Managing the CoE resources either directly or through a matrixed relationship
  • What is in it for you?

    Discover what's great about working at Marsh and McLennan Companies – from the opportunities that our size brings, to our commitment to our communities and understanding the benefits you’ll receive. We are four businesses with one purpose: helping companies meet the challenges of our time.

    As a global leader in insurance broking and risk management, we are devoted to finding diverse individuals who are committed to the success of our clients and our organization. Joining us will provide a solid foundation for you to accelerate your career in the risk and insurance industry. You will join a team of talented professionals from across the globe, which is dedicated to helping clients manage some of the world's most challenging and complex risks. We can promise you extraordinary challenges, extraordinary colleagues, and the opportunity to make a difference.

    Our rich history has created a client service culture that we believe is second to none. Our commitments to Diversity and Inclusion, Corporate Social Responsibility, and sustainability demonstrate our commitment to stand for what is right.

    As a Marsh and McLennan Company colleague, you will also receive additional benefits such as:

  • A competitive salary
  • Employee friendly policies
  • Health care and insurance for you and your dependents
  • Healthy Work life balance
  • A great working environment
  • Flexible benefits packages to suit your needs and lifestyle
  • Future career opportunities across a global organization
  • We will count on you to:

  • Build a high performing Distribution organization globally through hiring, monitoring, coaching, developing and mentoring colleagues
  • Improve regional capability to leverage distribution data; includes systemic work to gather, organize and utilize sales data for KPI, ad hoc analysis
  • Support and develop client account plan working closely with regional and global teams
  • Deliver account packs for client meetings covering service performance, claim trends, insights from markets etc.
  • Work closely with Sales and Placement Organization for delivering pre-renewal activities covering benchmarking, claims position and placement approach.
  • Support regional efforts in both continuous improvement efforts for existing traditional channels, and expansion of new alternative channels/partnerships to diversify and sustain growth momentum
  • Analyze sales data and performance metrics to track progress, identify areas for improvement, and implement corrective actions as necessary
  • Ensure compliance with regulatory requirements and company policies in all distribution activities
  • What you need to have: 

  • MBA from a premier business school or equivalent degree in Risk Management/Insurance related field
  • 15+ years of experience working in commercial property & casualty insurance with minimum 3 years leading distribution or similar function
  • Proven experience in leading distribution / account management within the financial services industry, preferably in a insurance firm
  • Prior demonstrated success leading and managing teams in a multicultural environment requiring collaboration across multiple geographies and business groups
  • Well-versed in digital carrier strategy and distribution methodologies aimed at client acquisition and retention
  • Strong analytical background with strategic thinking capabilities, influencing skills, attention to detail and ability to effectuate change
  • Why join our team?

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
  • What makes you stand out?

  • Track record of meeting or exceeding sales targets in the insurance industry
  • Familiarity with regulatory requirements and industry standards related to insurance distribution
  • Proven experience in setting up Sales / Distribution teams for Global Organization
  • Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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    Client Portfolio Management, Investments, Associate

    Mumbai, Maharashtra BlackRock

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    Job Description

    **About this role**
    **Who we are**
    The Client Portfolio Management team is responsible for evaluating potential LDI products, solutions and services to meet the client's objectives given their unique liability profile and risk appetite. The Client PM team ensures that clients and prospects receive timely, accurate information about the firm, the market and their specific portfolio. This team is also responsible for gathering intelligence about emerging trends to deliver relevant market insights and innovate products as client needs evolve.
    **What you will be doing**
    + Engage with North America LDI team to understand the nature of existing and prospective clients' investment problems and their objectives
    + Implement client specific LDI strategies, focused on clients in the US and Canada. Specific processes that you will be responsible for:
    + Create client analyses and presentations on topics including risk management, asset allocation, and portfolio construction, in an asset-liability framework
    + Respond to day-to-day client requests (i.e. portfolio and market reporting/updates, resolving client inquiries, evaluating emerging data around client, plan and markets)
    + Develop working knowledge of Aladdin, BlackRock's comprehensive risk management and portfolio management system, in order to efficiently deliver customized client analysis and reporting
    + Build and deploy technology solutions which can improve efficiency, robustness, and value-add of our investment offerings
    + Participate in commercial activities by contributing to RFP responses, thought leadership and overall brand building
    + Contribute to new product design, as well as the improvement of existing product offerings and servicing
    + Compose graphics and research on relevant market and strategic topics of interest
    + Work closely and in partnership with internal stakeholders across the organisation to achieve the above.
    **Skills and Qualifications:**
    + 4-6 years of financial services or asset management experience
    + Good understanding of financial markets, statistics, institutions and institutional investment strategies
    + Coding skills - Expert knowledge of Python and VBA a must
    + Interest in portfolio and risk management. Exceptional attention to detail
    + Intellectual curiosity, with a genuine inclination for quantitative analysis
    + High level of integrity to become a trusted partner to clients and peers
    + Bachelor's degree required. Progress toward CFA and/or CAIA a plus
    + MS Office, especially Excel and PowerPoint, are essential skills
    + Demonstrated record of academic achievement, work ethic, and leadership
    + Strong problem-solving & analytical skills
    + Excellent verbal and written communication skills
    **Our benefits**
    To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
    **Our hybrid work model**
    BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
    **About BlackRock**
    At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
    This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
    For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
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