2,029 Client Relationships jobs in India

About Us

We empower our clients through innovative solutions, fostering growth across 30 countries.

This role is ideal for a highly organized, client-focused individual with strong communication skills and a desire to grow in the professional services industry.

Key Responsibilities:

• Manage key client accounts across regions.
• Identify unmet needs or potential service gaps that could represent new opportunities.
• Create sales materials and tailored client presentations to support upsell or renewal opportunities.
• Lead and coordinate documents for RFI and RFP responses.
• Help track win/loss data and sales KPIs across the portfolio to support continuous improvement.

Requirements:

• 4–8 years in account coordination, client services, project management, or operations roles.
• Experience working in or with professional services, learning, or talent development sectors.

Skills and Competencies:

• Relationship development with client stakeholders.
• Presentation and pitching skills.
• Clear and professional communication.
• Strong organizational and time-management abilities.

Location: Solapur, India

Key Responsibilities:

• Client Relationship Management: Building and nurturing relationships with DII / FII clients, understanding their investment needs and risk tolerance.
• Market Analysis and Research: Staying informed about market trends, economic developments, and regulatory changes, and sharing insights with clients.
• Trade Execution: Facilitating the buying and selling of securities and financial instruments for clients.
• New Business Development: Identifying and cultivating new client prospects, often involving meetings with fund managers and CIOs.
• Revenue Generation: Meeting sales targets and contributing to the overall revenue of the firm.
• Relationship Management: Actively managing existing client accounts and providing ongoing support.
• Marketing: Promoting the company's products and services to Institution clients.

Company: Insight Global

Job Title: Relationship Manager

Location: HiTEC City in Hyderabad, India

Work Schedule: Mon-Fri onsite, 2PM-10PM IST

About This Role:

Insight Global is seeking a motivated professional to support one of our top Food & Beverage clients, globally. This role will be responsible for general sales support, light technical support/coordination, administrative, and consultant support. The ideal candidate will act as a liaison between the Food & Beverage client’s, consultants, account management and back-office functions. This role includes daily interactions with consultants and a primary customer; requires strong organizational and interpersonal skills.

What You'll Do:

Sales Support

o Support client Account Managers with administrative and customer service tasks o Create and update client specific sales documents, decks, and reports

o Use and maintain CRM systems and tools (P-Zone/Atlis) o Attend and host meetings as needed with both external clients and internal teams

o Build and maintain relationships with leaders, acting as an extension of the Account Manager

o Attend and contribute to field initiatives, morning Zone meetings, trainings, company/team calls, quarterly wraps, goals, client interviews, and reports

Administrative Support

o Coordinate with recruiters to manage paperwork, compliance, and payroll requirements for new hire onboarding

o Perform various ad-hoc tasks such as, but not limited to: requesting access for all incoming new consultants at client through MyIDM, submitting Staff Aug resources in Fieldglass for all competitive and PRE ID job postings, management of compliance of company onboarding, creating org charts, SOWs, market research, running credit checks, processing write off approvals, and completing cyber trainings

o Assist with client global strategies and initiatives for account growth

o Sending out weekly/monthly account statistics

o Partner with Insight Global Corporate Functions (Payroll, HR, Helpdesk, Global Operations) to support advanced services within portfolio as needed

Consultant Support

o Manage and coordinate onboarding activities for contractors in accordance with the outlined compliance structure

o Strategically leverage the Engage process to identify business, maintain a brand of care, and increase market share with our clients

o Prioritize accuracy of system end dates and contract ending emails

o Handle any consultant questions, issues, or escalations related to payroll, benefits, expenses, timesheets, etc.

What You'll Need to Succeed:

• Effective time management and workload prioritization skills

• Flexibility to both work autonomously and collaboratively as a part of a team

• A sense of urgency and ability to work in a fast paced, ever-changing environment

• A passion for problem solving and a solution-oriented mindset in the face of challenges

• Proactive approach to scenarios

• Ability to effectively communicate both verbally and in writing (articulating messages, information, and ideas to a diverse audience)

• Strong relationship building skills, professionality, and the ability to build with internal and external audiences

• Demonstrated proficiency in Office 365: Word, Excel and PowerPoint, OneNote, etc

• Prior experience as a project coordinator and/or technical support specialist

• BS in Computer Science or similar education domain • Flexible working hours (ideally 2PM to 10PM IST)

Additional Info

• Local to Hyderabad, India

• On site expectations: corporate and customer on site travel as needed, but localized to Hyderabad

About Vivriti Group:

Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is rated A+ by CRISIL. Vivriti Asset Management, subsidiary of Vivriti Capital, is a fund manager to fixed income alternate investment funds (AIFs). As on date, Vivriti Asset Management has across funds, raised commitments of over USD 500 million from 900+ Institutional and private contributors. Vivriti AMC has also made investments of over USD 575 million across 80+ entities.

About the team and role:

Vivriti Capital’s Acquisition Team drives growth by building a strong client base across the mid-corporate segment (30,000+ enterprises). Our goal: Capture & Establish a dominant presence in the mid-corporate segment over the next 5 years.

As a Regional Business Head for Eastern Region based in Kolkata , you will shape Vivriti’s presence by driving origination, designing funding solutions, and building multi-city teams to deliver on our growth ambitions.

Key responsibilities:

• Responsible for client origination and understanding the client’s debt requirement.
• Provide tailor made solutions of funding structures form NBFC and AIF in group
• Target Driven and Customer focused approach with Solution oriented attitude.
• Expand the client base in the Eastern region through strong networks with corporates, arrangers, PEs, and fintech platforms.
• Plan and execute outreach programs to strengthen market presence.
• Work cross-functionally with Solutions, Risk, and Legal teams to drive effective client engagement.

Desired Skills and Experience

• MBA / CA / Post-Graduate – from Tier 1 institute
• 8–10 years of experience in corporate banking, with exposure to mid and large corporates.
• Experience in performing credit space with family office Connects would be a plus.
• Excellent communication and relationship management skills with the ability to engage Promoters, CFOs, and Treasury Heads.
• Strong knowledge of banking products (working capital, term loans, leasing, factoring, SCF, etc.) with expertise in credit note preparation and Risk approvals.
• Good technical understanding of finance / credit / ratings.
• Versatile in handling individual responsibilities and leading team initiatives.

Interested candidates please contact Zoya ( )

Freshers are being Hired.

Bike and Dl is mandatory.

Field Sales

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

Get the sale using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated.

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post-sales service to all allocated customers with respect to all domains

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on Business nos.

Work collectively with the supervisor and conduct joint sales calls whenever required

Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness

Evaluate customers skills, needs and build productive long lasting relationships

Research accounts and generate or follow through sales leads

Maintain and expand client database within your assigned territory

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent

Job Title: Sales Strategist – Forex

Business : Nuvama Professional Clients Group (PCG)

Locations: Mumbai / Delhi / Kolkata

Experience: 5+ years

Role Type: Mid-Senior Level | Front-End Sales

About Nuvama PCG

At Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With a legacy of trust and innovation, we offer a full spectrum of financial products and services tailored to sophisticated investors.

Why Join Us?

• Elite Client Access: Work directly with 500+ corporate clients, including 200+ active traders with forex exposure of 50 Cr.+
• Specialist Treasury Platform: Leverage Nuvama’s institutional-grade infrastructure for Forex, Commodities, and Hedging Solutions
• Leadership Role: Anchor the growth of our Corporate Forex & Commodities Desk across key strategic markets
• Cross-Selling Ecosystem: Offer integrated solutions including AIFs, PMS, Equities, Fixed Income, and Commodities
• Innovative Culture: Be part of a collaborative and growth-oriented team backed by strong leadership

Role Overview

We are looking for Sales Strategist – Forex to grow our Corporate Forex & Commodities Desk. The role requires deep understanding of FX markets, corporate treasury needs, and strong relationship management skills. You will be responsible for client acquisition, strategy development, and revenue generation across strategic locations.

Key Responsibilities

• Acquire and manage mid-to-large corporates with high-volume forex exposure (50 Cr+)
• Deliver bespoke treasury strategies, forex and commodities hedging solutions
• Drive client acquisition, engagement, retention, and wallet share expansion
• Build deep relationships with CXOs, CFOs, promoters, and trade associations
• Ensure seamless transaction execution, real-time pricing, and compliance adherence
• Contribute to client education, market strategy, and product innovation initiatives

Key Requirements

• 5+ years of experience in Forex, Commodities or Treasury Sales
• Acquiring and managing corporate clients
• Strong knowledge of FX derivatives, hedging instruments, and commodities trading
• Strategic thinking, excellent communication, and team leadership skills
• Ability to navigate regulatory frameworks and optimize pricing and execution
• Existing relationships with corporates and treasury stakeholders are a strong plus

Preferred Background

• Previous roles in banks, broking houses, or FX trading desks preferred
• Exposure to structured solutions, investment products, and cross-selling frameworks

Regards,

HR Team

Interested candidates please contact Dhriti-

Experience: 1+ years

Location: Chennai

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

Get the sale using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated.

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent

Interested candidates please contact Zoya ( )

Freshers are being Hired.

Bike and Dl is mandatory.

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

Get the sale using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated.

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post-sales service to all allocated customers with respect to all domains

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on Business nos.

Work collectively with the supervisor and conduct joint sales calls whenever required

Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness

Evaluate customers skills, needs and build productive long lasting relationships

Research accounts and generate or follow through sales leads

Maintain and expand client database within your assigned territory

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent

Contact Person : HR Neetu Mehta )

Bike and DL are mandatory

Experience: Freshers

Location: Bangalore

Salary: 3-4.5 Lpa plus Travel Allowances

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

Get the sale using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated.

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post-sales service to all allocated customers with respect to all domains

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on Business nos.

Work collectively with the supervisor and conduct joint sales calls whenever required

Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness

Evaluate customers skills, needs and build productive long lasting relationships

Research accounts and generate or follow through sales leads

Maintain and expand client database within your assigned territory

ISMS Responsibilities:

Be aware and comply with the ISMS Policy, procedures and objectives;

Actively participate in ISMS exercises;

Request access to information access from their Team Leaders/ Executives;

Report known and suspected security incidents to the IT Helpdesk;

Protect secrecy of passwords; and

Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent

What do we offer?

Opportunity to earn good incentives

Endless growth opportunity

GMC Group Medical Coverage

Group Personal Accident Insurance

Gratuity

Wellness Programs

Give back to society through CSR

Continuous talent enhancement program

Childcare facility

Tax Saving flexi benefits

Languages Required -

Bangalore : Kannada & English