2,353 Client Relationships jobs in India

Location: Mumbai / Bengaluru / Gurugram

Experience: 2+ years

Department: Customer Success

Industry: CPaaS

About the Company:

Karix Mobile (a subsidiary of Tanla Platforms Ltd.) is a leading CPaaS (Communications Platform as a Service) provider, enabling enterprises to interact and engage with customers across SMS, WhatsApp, voice, email, and other digital channels. Trusted by leading banks, fintechs, e-commerce companies, and government agencies, Karix powers billions of communications every month.

Responsibilities:

• Understand client goals and recommend product solutions (SMS, WhatsApp, Voice, Email, etc.).
• Build trust and influence decision-makers through clear and compelling communication.
• Act as the bridge between client needs and internal teams (Product, Tech, Ops).
• Track client usage and engagement; drive renewals and upsell opportunities.
• Lead client meetings, Quarterly Business Review, and feedback loops to enhance satisfaction and retention.

Qualifications:

• 2+ years of experience in client-facing roles in CPaaS, SaaS, telecom, or tech industries.
• Excellent communication skills and strong command over spoken and written English.
• Ability to influence stakeholders and manage high-impact conversations.
• Confident, articulate, and professional in client interactions.
• Preference for female candidates to enhance team diversity.
• Master’s degree in business, Marketing, or related fields.

Required Skills:

• Excellent communication skills.
• Strong command over spoken and written English.
• Ability to influence stakeholders.
• Professional client interactions.

Preferred Skills:

• Experience in CPaaS, SaaS, telecom, or tech industries.
• Master’s degree in business, Marketing, or related fields.

Why work with us?

Opportunity to work with leading brands and next-gen communication platforms. High ownership role with exposure to CXO-level stakeholders. Inclusive work culture and performance-driven rewards.

Equal Opportunity Statement:

Female Candidates will be given preference.

Company Description

Spaceindia Nest Pvt. Ltd., located in Pune, is a prominent real estate firm specializing in the management of portfolios, buying/selling housing units, and commercial real estate. With a focus on building trust and providing quality services, we prioritize customer satisfaction and integrity in all our dealings. Our commitment is to offer the best living and commercial spaces in and around Pune.

JOB DESCRIPTION

• Position :- Sales Executive / Relationship Manager
• Job Location :- Wakad, Pune -411057
• Experience :- 0-3 years
• Work Mode :- Offline/In-Office
• No. Of Vacancies:- 10 ( Preferred immediate joiners )
• Salary:- 2.4 LPA - 6 LPA + Incentives

 Roles  & Responsibilities  : -

● Work with other managers to plan and direct the work of the organization

● Visiting potential clients & arranging customer visits at project sites

● Respond to clients queries on time

● Generating maximum revenue by making maximum sales with optimum utilization of resources

● Ability to handle corporate presentations, documents, proposals and taking care of expectations of the clients

● Should maintain professional relationship with clients by Phone, emails & personal contact by providing support, information and guidance

● Quality service Assurance

● Database management of business Updates.

Desired Skills  : -

● Should have sound communication skills, both written & oral

● Should be able to communicate with potential customers via telephone, emails, social  networks, groups, referrals, networks etc. and develop leads pipeline

● Should be able to convert leads to business deals with good presentation of product features & benefits

● Should have strong follow up and coordination skills

● Should have Extensive experience in using computer, internet and software

● Should be good at building professional relationships and able to influence others

● Should be Self-motivated.

● Should have own vehicle and laptop.

• DM your Resume at /
• Contact Person : Riya Chowdhury- (HR Generalist)
• Contact :

If you have a passion for personal finance, enjoy interacting with people, and want to guide customers on their financial journey, then this could be the opportunity for you!

Position: Senior Relationship Manager / Relationship Manager

Location - Chennai

Core Responsibilities:

• Regularly engage with clients and conduct portfolio reviews.
• Understand clients' financial goals and align their investment strategies accordingly.
• Monitor market trends and ensure plans are updated and effective.
• Prepare and interpret reports such as investment performance, income projections, etc.
• Explain financial planning concepts and assist in the creation and implementation of plans.
• Have a deep understanding of products like mutual funds, bonds, PMS, corporate FDs, etc.
• Provide ongoing support to clients through various market cycles.
• Ensure client satisfaction and grow relationships through trust and performance.
• Acquire new clients through referrals and lead generation.
• Collaborate internally to ensure client feedback drives continuous improvement.

Desired Skill Set:

• Strong knowledge of financial markets and products.
• Empathetic, solution-oriented with excellent communication skills.
• High professional standards and strong value system.
• Willingness to travel and adapt to a dynamic, startup environment.

About Volt Money

Volt Money is India's market leader in loans against securities, revolutionising instant and secured loans against mutual funds and shares. We offer hassle-free, instant secured loans with favourable terms, empowering individuals with immediate financial flexibility while supporting their long-term wealth creation goals. Volt Money is backed by top investors in the ecosystem.

Role Overview

We are seeking a proactive and relationship-oriented Relationship Manager to join our team at Volt Money. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers.

Key Responsibilities and Accountabilities (KRAs)

Distributor Management

• Manage a portfolio of assigned distributors
• Push distributors to achieve business targets and grow their loan against mutual funds portfolio
• Build and maintain long-term relationships with distributors
• Conduct regular meetings and check-ins to understand distributor needs and challenges

Business Development

• Encourage and motivate distributors to increase their loan against mutual funds business
• Identify and capitalize on growth opportunities within the distributor network
• Collaborate with distributors to develop strategies for expanding their customer base

Problem Solving and Support

• Act as the primary point of contact for distributors and their customers
• Promptly address and resolve issues faced by distributors and their customers
• Escalate complex problems to appropriate internal teams and follow up until resolution

Distributor Education and Enablement

• Guide distributors on how to enable their customer base to take loans against mutual funds instantly
• Provide training and resources to help distributors understand Volt Money's products and processes
• Share best practices and success stories to inspire and educate distributors

Reporting and Analysis

• Maintain accurate records of distributor performance and interactions
• Prepare and present regular reports on distributor business growth and relationship status
• Analyze trends and provide insights to improve distributor performance and satisfaction

Qualifications and Skills

• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in relationship management, preferably in the financial services sector
• Strong understanding of mutual funds and loan products, especially loans against mutual funds
• Excellent communication and interpersonal skills
• Proven track record in managing business relationships and driving growth
• Strong problem-solving and analytical skills
• Proficiency in MS Excel and CRM software

Personal Attributes

• Self-motivated and results-oriented
• Excellent relationship-building skills with the ability to work effectively with diverse stakeholders
• Adaptable and able to work in a fast-paced environment
• High level of integrity and professionalism
• Enthusiasm for financial technology and innovation
• Customer-centric approach with a passion for solving problems

Why Join Volt Money?

• Be at the forefront of revolutionising the loan industry in India
• Lead crucial relationships that directly impact our mission of providing instant, affordable financial solutions
• Work with innovative financial products and cutting-edge technology
• Opportunity to shape distributor success strategies for a rapidly growing fintech company
• Competitive compensation and the chance to make a real difference in people's financial lives

What We Offer

• Competitive salary and performance-based incentives
• Opportunities for professional growth and development
• Collaborative and innovative work environment
• Free lunch daily for our employees

Job Role :

• Evaluation of annual reports, business, fixed assets of the underlying loans being purchased
• Due Diligence of facility documents and litigation documents
• Portfolio monitoring.
• Coordination amongst various teams – internal legal, internal operations team, external lawyers, valuers etc.

Job Requirement:

• CA having 3-5 years of experience, preferably from Banks/large NBFCs/ large ARCs who have worked in distressed loans
• Good communication & inter-personal skills
• Hard worker & team player

Hiring Relationship Manager (RM) – Diya Greencity Private Limited

Company: Diya Greencity Private Limited

Location: Raj Nagar Extension, Ghaziabad, Uttar Pradesh, India

About the Role:

We are seeking an experienced and passionate Relationship Manager – Wealth Management to join our dynamic team. The ideal candidate will be responsible for managing and growing a portfolio of high-net-worth individuals (HNI), offering them expert financial solutions tailored to their long-term wealth creation and preservation goals.

This role demands strong financial acumen, excellent client relationship skills, and the ability to offer strategic investment advice across multiple asset classes.

Key Responsibilities:

Client Relationship & Portfolio Management

• Manage a portfolio of HNI clients and provide end-to-end wealth management solutions.
• Identify client investment needs through profiling and risk assessment.
• Recommend and sell a curated mix of investment products including Mutual Funds, PMS, AIFs, Bonds, Equities, Real Estate Funds, etc.
• Deepen wallet share through effective cross-selling and upselling strategies.
• Ensure high customer satisfaction and retention through proactive service.

Business Development

• Acquire new HNI clients through personal networks, referrals, and business development initiatives.
• Conduct financial planning and investment advisory for prospective clients.
• Collaborate with internal teams to organize micro-events and client acquisition campaigns.

Product & Market Expertise

• Stay updated on market trends, regulatory developments, and new financial products.
• Provide insights and updates to clients on their portfolios and market movements.
• Monitor and ensure strong portfolio performance and income generation per customer.

Required Skills & Competencies:

• Proven experience in Wealth Management / Financial Advisory / Private Banking.
• Strong understanding of investment products and financial markets.
• Excellent interpersonal, communication, and negotiation skills.
• Self-driven, result-oriented, and customer-focused.
• Analytical mindset with compliance orientation.

Perks:

• Opportunity to work with a fast-growing wealth management platform.
• Attractive performance-based incentives.
• Access to exclusive product offerings and research tools.

Role Summary-

The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.

Core Responsibilities-

Market Assessment and Business Development

• Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
• Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
• Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
• Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Revenue Generation

• Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
• Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Portfolio Management and Deal Structuring

• Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement.
• Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
• Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

Credit Appraisal

• Credit Assessment and CAM preparation through detailed analysis
• Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Qualifications -

Master’s degree: CA/MBA/PGDM

Experience-

A minimum of 4 years of relevant experience with at least 3 years in a similar role