1,457 Client Management jobs in India

As part of the EMEA Client Management team, this role focuses on delivering excellent client service by managing onboarding, ongoing support, and change processes. Responsibilities include handling client queries, coordinating with internal teams and transfer agents, maintaining accurate records, and supporting client communications. The role also involves contributing to process improvements, data analysis, and project coordination. Candidates should have 1–3 years of experience in client service within financial institutions, strong communication and analytical skills, and proficiency in tools like Salesforce and Excel. Knowledge of fund management, data insights, and process automation is a plus.

Job Purpose Statement

Where you'll fit in & what our team goals are…

You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.

Role Responsibilities

How you'll spend your time…

You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each client's Agreements and Columbia Threadneedle standards.

The majority of your time will be spent completing defined activities arising from client queries or periodic/ad-hoc events, leveraging defined guidelines, training materials and operating procedures. In addition, you will be expected to identify opportunities to improve these processes and work with internal teams to deliver these improvements.

Your responsibilities will include many or all of the following areas:

Onboarding, Implementation and Change

• Working with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate terms
• Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials
• Assist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirements
• Own processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platform

Ongoing Client Management

• Resolve day-to-day client and Transfer Agent queries either directly or via the relevant Client Manager(s)
• Ensure client cash flows and orders are properly vetted and communicated to the relevant internal teams and/or Transfer Agents for timely and accurate completion
• Manage the timely creation and delivery of information required to satisfy document, data and other similar requests from clients, such as audit, Columbia Threadneedle Investment company due diligence and attestation requests
• Co-ordinate the production, delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actions
• Maintain and update Client Management-owned data, processes and records, ensuring accuracy and confidentiality

Projects and other activities

• Assist in the coordination of client projects, including tracking progress, managing timelines, and ensuring deliverables are met
• Provide data analysis and insights as required to support project initiatives, deliver periodic management information and enable continuous improvements
• Identify opportunities to improve processes owned by Client Management, including automation, efficiency, scalability and risk reduction, and work with internal teams to deliver those improvements
• Manage and/or support processes related to Client Management controls and governance, such as vendor risk assessments and quality checks
• Support processes related to client complaints and client-related risk events
• Participate in training programs to continuously improve skills and knowledge related to client management and the industry

Key Capabilities

To be successful in this role you will have…

• 1-3 years of experience working in client service/ client onboarding within financial institutions, preferably in asset management
• Bachelor's degree in Finance, Business management or equivalent
• Strong verbal and written English language proficiency
• The ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook among others
• Strong analytical and problem-solving skills
• Strong collaborative and team-working skills
• The ability to effectively liaise with stakeholders across the business as required to resolve requests/ issues in a timely manner
• Strong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidents
• Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business
• Good self-organisational and time management skills; ability to work under pressure to short deadlines

Desired Capabilities

If you also had this, it would be great…

• An understanding of fund management, financial instruments, administration processes, performance analysis and reporting
• Experience of data analysis and insights with complex data sets
• Experience of process improvement and automation

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Sales

Company Overview:Core Clinical Services is a Pune-based Healthcare IT company offering excellent career opportunities in Clinical Data Management and Analysis. For our IT-Health care company, we have created and health care software and for its marketing we are looking for a skilled Business Development Executive.

Job Responsibilities:

• Identify and connect with potential clients using our internal database, online research, and general networking.
• Actively engage in calling to introduce our company and generate interest in our software products.
• Conduct on-field visits to demonstrate products and services and explain the value proposition to clients.
• Schedule and perform product demos, both remotely and in-person, depending on client needs.
• Coordinate with internal field teams to set up meetings and ensure timely follow-ups.
• Regularly follow up with clients to resolve queries and maintain engagement.
• Build and nurture strong client relationships through excellent communication and service.
• Share leads and client feedback with the reporting manager for further action.

Required Skills:

• Excellent verbal and written communication skills (English).
• Strong interpersonal skills and client handling abilities.
• Ability to understand customer needs and present suitable software solutions.
• Competent in lead generation, client follow-up, and sales coordination.
• Willingness to work on field and manage travel as needed.
• Basic understanding of software and services (training will be provided).

Eligibility:

• Education: Any Graduate (B pharm Preferred)
• Experience: fresher to 6 months
• Preferred Location: Candidates residing in Pune

Job Types: Full-time, Permanent, Fresher

Pay: ₹12, ₹18,000.00 per month

Work Location: In person

About ETS
ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL, TOEIC, GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide.

Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide.

Position Summary
The Client Management Lead – India acts as an 'Account Manager' and provides key client contact on higher revenue/higher risk contracts. In the case of very large contracts, this role serves as the key client contact for an end-to-end process associated with contract and is accountable for strategic interfaces with the client.

Responsibilities
Client Relationship Management

• Ensure effective resolution of all customer escalated issues
• Establish clear and realistic agreements with client in regard to contract scope, schedules, deliverables
• Ensure consistent 'one voice of ETS' communication to client

Contract Management/Change Requests

• Effectively renegotiates change requests

Business Development

• Educate ETS (Product Management and FCEs) on future capabilities required by client

Financial Management

• Contribute to RFP (Request for Proposal) process
• Negotiate to minimize negative financial impact of change requests on margins.
• Adhere to ethical standards and comply with the laws and regulations applicable to your job function.

Education

• Bachelor's degree required.
• Advanced degree in Education, Education Measurement, Product Content or a relevant combination of education and experience is preferred.

Relevant Years Of Experience Required

• 6+ years of experience in Account Management in Publishing, Education related fields, Sales & Marketing, Business Development.

ETS is mission driven and action oriented

• We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning.
• We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth
• As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you

ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.

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

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 -
Client Management Specialist/
Account Manager

Location:
(Kukatpally, Hyderabad - Hybrid)

Employment Type:
Full-time

About the Role

We're looking for a proactive Account Manager who can act as the bridge between

our clients and internal teams. This role is about understanding client needs,

ensuring smooth communication, and making sure projects are delivered on time

with quality.

Key Responsibilities

• Act as the primary point of contact for assigned clients
• Understand client requirements and translate them into actionable briefs for
• internal teams
• Coordinate with design, marketing, and operations teams to ensure timely delivery
• Build and maintain strong relationships with clients through regular check-ins and
• updates
• Anticipate client needs and proactively offer solutions
• Track project progress, deadlines, and deliverables using project management
• tools
• Handle escalations and resolve client concerns effectively
• Support business growth by identifying upsell and cross-sell opportunities
• Maintain documentation of client communications, project status, and feedback

Requirements

• Bachelor's degree in Business, Marketing, Communications, or related field
• 2-5 years of experience in account management, client servicing, or project
• coordination (agency/startup background preferred)
• Strong communication and interpersonal skills
• Ability to manage multiple accounts and projects simultaneously
• Good organizational skills and attention to detail
• Familiarity with project management tools (Trello, Asana, Odoo, ClickUp, etc.)
• Problem-solving mindset with ability to handle pressure and deadlines

Nice to Have

• Experience in marketing/advertising/branding environments
• Basic understanding of creative and digital marketing processes
• Comfort with data reporting and presentations

What We Offer

• Direct exposure to clients across industries
• Opportunity to grow with a fast-scaling company
• Collaborative culture with creative and operations teams
• Competitive salary + performance-based incentives

• 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.

Job Title: Solution Implementation Manager

Location: Nagpur

Employment Type: Full-Time

Salary: From ₹5,00,000 per annum

About the Role:

The Solution Implementation Manager is responsible for translating business requirements into effective, scalable, and sustainable solutions. This role bridges the gap between the Delivery Unit and clients, ensuring that proposed solutions are designed, implemented, and optimized to meet the client's strategic goals. The position involves end-to-end management—from conceptualization and design to implementation, training, and continuous improvement.

Key Responsibilities

• Requirements Gathering & Documentation:

Collaborate with stakeholders to identify, analyze, and document business requirements clearly and comprehensively.

• Solution Design & Development:

Architect and design practical, cost-effective solutions that address business challenges while aligning with technical feasibility and organizational goals.

• Planning & Execution:

Develop and manage detailed implementation roadmaps, defining project timelines, milestones, and deliverables to ensure seamless execution.

• Stakeholder Management:

Serve as the primary liaison between clients, internal teams, and vendors—ensuring effective communication, expectation management, and alignment throughout the project lifecycle.

• Project Management:

Oversee project scope, resources, and budget to deliver high-quality implementations within agreed timelines and cost parameters.

• Training & Support:

Conduct user training sessions, prepare comprehensive documentation, and provide post-implementation support to drive successful adoption.

• Problem Solving & Issue Resolution:

Identify risks and resolve implementation challenges proactively to ensure smooth project delivery.

• Performance Monitoring:

Continuously assess the performance of implemented solutions and recommend optimizations to enhance efficiency and effectiveness.

• Documentation & Reporting:

Maintain detailed implementation records and provide regular progress reports to management and stakeholders.

• Quality Assurance:

Ensure all solutions meet quality, compliance, and functional standards prior to deployment.

Required Skills & Qualifications

• Bachelor's degree in Engineering, Information Technology, Business Management, or related field.
• 3–7 years of experience in solution implementation, project management, or delivery management.
• Strong understanding of systems design, implementation methodologies, and business process mapping.
• Proven ability to manage cross-functional teams and complex client requirements.
• Excellent communication, documentation, and presentation skills.
• Strong analytical, organizational, and problem-solving capabilities.

Why Join Us

• Opportunity to work on diverse, high-impact projects.
• Collaborative work environment that values innovation and efficiency.
• Competitive compensation and growth opportunities.

Job Type: Full-time

Work Location: In person