3,815 Client Relationships jobs in India

Company Description

Trade W is a leading multi-asset trading platform with over seven years of industry experience, providing global users with secure, convenient, and efficient access to the financial markets. We offer CFD trading across a wide range of asset classes — including forex, cryptocurrencies, stocks, indices, metals, and commodities — through our intuitive app and web platform.

Launched in 2018 as the flagship brand of Tradewill Global LLC, Trade W was built on a customer-first philosophy and a vision to make trading success more accessible. Today, we continue to grow as a trusted platform, committed to empowering traders worldwide with equal opportunities for success.

What You’ll Do:

• Connect with potential and existing clients via phone to promote our products and services.
• Build lasting relationships by delivering top-notch service and support.
• Re-engage previous users and encourage them back to the platform.
• Understand client needs and offer tailored solutions with confidence.
• Keep accurate and up-to-date client interaction records.
• Consistently meet or exceed monthly Account Manager and engagement targets.
• Collaborate with internal teams to align on strategies and goals.

Who You Are:

• Experience in  telesales  or  customer service  is a strong plus.
• We welcome freshers with 0 experience as well.
• Self-aware of tasks, and good time management.
• Fluent in English and Hindi  with outstanding verbal communication skills.
• Friendly, persuasive, goal-driven, and professional under pressure.
• Skilled at managing objections and rejection with grace.
• Highly organized and efficient with time and tasks.
• Comfortable working with Account Manager targets and performance metrics.
• Proficient in Microsoft Office  (Word, Excel).
• Equipped with a reliable internet connection  and a quiet home workspace.

Perks & Benefits:

• Attractive salary  +  performance-based incentives
• Fully remote  – work from the comfort of your home (Until the offline office is ready)
• Opportunity to grow in a results-driven, supportive team

Job Title: Relationship Manager

Location : Multiple Cities Across India

Department : Sales & Marketing

Experience : 0–3 Years (Freshers Welcome!)

About the Company

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate.

About the Role

We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable.

Responsibilities

• Handling Regional Distributors in assigned region.
• Build and Nurture relationships with IFA Channel.
• Driving the distributors to sell products.
• Ensure service/ operational issues are solved and meet high service standards.
• Complete adherence to processes and compliance requirements.

Required Skills

• Knowledge & understanding of Mutual Fund Industry.
• Experience in managing Institutional Sales, Retail, Banking and Distribution.
• Knowledge of all Mutual Fund compliances.

Preferred Skills

• Perseverance, high on intrinsic motivation and driven by targets.
• Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups.
• Displays ability to think out of the box. Solution provider.

About the Role

As a Relationship Manager at CollegePass , you will be the primary point of contact for prospective students and parents exploring our college admissions and tutoring services. You will be responsible for nurturing relationships, understanding client needs, presenting tailored solutions, and driving conversions. This role combines consultative selling with relationship-building to ensure long-term client engagement.

Key Responsibilities

Sales & Client Acquisition

• Proactively engage with inbound leads generated from marketing campaigns, events, and referrals.
• Conduct discovery calls to understand student goals, academic background, and aspirations.
• Present CollegePass services, value propositions, and success stories to drive enrolments.
• Follow a consultative selling approach to match offerings with client needs.
• Meet and exceed monthly and quarterly sales targets.

Relationship Management

• Build trust and rapport with prospective clients by delivering personalized guidance.
• Maintain regular follow-ups to nurture leads until conversion.
• Act as a trusted advisor to students and parents, answering queries with accuracy and empathy.
• Collaborate with the advising team to ensure a seamless onboarding experience post-enrolment.

Collaboration & Reporting

• Work closely with the marketing team to refine messaging and lead quality feedback.
• Share insights from client interactions to improve service offerings and sales strategies.
• Maintain accurate records in CRM (e.g., Pipedrive) for all client interactions and sales progress.
• Prepare weekly and monthly performance reports for management review.

Key Skills & Attributes

• Strong communication and interpersonal skills; ability to build rapport quickly.
• Consultative selling approach with active listening skills.
• Ability to explain complex processes simply and persuasively.
• Result-oriented mindset with resilience to meet ambitious sales goals.
• High level of professionalism and empathy when dealing with parents and students.
• Comfortable working in a fast-paced, target-driven environment.

Qualifications & Experience

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 2–5 years of experience in sales, business development, or relationship management (education sector preferred).
• Proven track record of meeting or exceeding sales targets.
• Experience with CRM tools and digital communication platforms.

Performance Metrics

• Monthly revenue generated and target achievement percentage.
• Lead-to-conversion ratio.
• Client satisfaction and feedback scores post-onboarding.
• Number of high-value client relationships developed.

Compensation & Benefits

• Competitive base salary + performance-based incentives.
• Comprehensive training and professional development opportunities.
• Access to global network of education experts and resources.
• Opportunity to contribute to the success of students aiming for top universities worldwide.

About the Company

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate.

About the Role

We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 3-7 years in the mutual fund/AMC industry is preferable.

Responsibilities

• Handling Regional Distributors in assigned region.
• Build and Nurture relationships with IFA Channel.
• Driving the distributors to sell products.
• Ensure service/ operational issues are solved and meet high service standards.
• Complete adherence to processes and compliance requirements.

Required Skills

• Knowledge & understanding of Mutual Fund Industry.
• Experience in managing Institutional Sales, Retail, Banking and Distribution.
• Knowledge of all Mutual Fund compliances.

Preferred Skills

• Perseverance, high on intrinsic motivation and driven by targets.
• Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups.
• Displays ability to think out of the box. Solution provider.

Codingal (  is the global leader in online AI & coding education for kids and teens. We offer live, interactive classes led by expert Computer Science instructors, empowering students to build apps, games, websites, and AI-powered projects.

Our mission is to help kids fall in love with coding and prepare them to become future-ready creators, entrepreneurs, engineers, and scientists. With a curriculum accredited by STEM.org and aligned with the K-12 Computer Science Framework, we offer personalized learning through 1:1 and small-group classes.

As AI reshapes the world, Codingal integrates real-world AI tools like ChatGPT, machine learning, and data science into the learning journey, helping kids not just use AI but build with it.

Trusted by over 1 million students worldwide and backed by Y Combinator , Rebright Partners , and top angels, Codingal is rated 4.9/5 by students and has an NPS of 86, making it the most loved platform for coding and AI education.

We are looking for a full-time Relationship Manager  to join the passionate Codingal team.

Key responsibilities:

1. Responsible for the retention, renewals, and referrals of the student
2. Engage and preserve the existing customers and cultivate profitable relationships
3. Interact with customers via calls and messages
4. Achieve monthly targets in a highly performance-driven, competitive environment
5. Maintain the feedback from the parents and ensure that the proper action is taken in time

Required skills:

1. Proficiency in English and Bengali communication and written skills is mandatory
2. Computer Science or technical background preferred, but not mandatory
3. Prior experience in Edtech B2C sales is preferred (min 6 months)
4. Exceptional communicator and influencer who can deliver a sales pitch like a charm and maintain healthy customer relationships
5. Result-driven with experience in an extremely target-centric job
6. Self-learner with a high grasping ability and can learn about the product & services within 2 days

Education:

• A Bachelor's in the IT field is preferred but not mandatory

Perks:

1. Free Lunch & Dinner
2. Exposure to a fast-paced Ed-Tech startup
3. Health Insurance
4. PF Contribution

What we offer:

• 4L-6L fixed annual salary + 6 Lakhs of annual incentives (10L-12L of CTC depending on experience)
• A collaborative, mission-driven team culture
• Career growth opportunities

Location:  HSR Layout, Bangalore, India

Please note that this is an in-person role, with no remote option available.

You get to work with a young & smart team, including directly with the founders, who are on a mission to inspire school kids to fall in love with coding. Join us on the journey to provide coding education to every K-12 student and prepare them for the future.

Apply now!

Key Responsibilities:

Client Acquisition & Relationship Management

• Identify and acquire new clients through cold calling, networking, and referrals.
• Build and maintain long-term relationships with clients to enhance engagement and loyalty.

Sales & Business Development

• Sell multiple financial products such as mutual funds, life and general insurance, home loans, personal loans, fixed deposits, and other investment options.
• Meet or exceed monthly sales targets and revenue objectives.
• Conduct financial needs analysis for clients and recommend suitable products.

Portfolio Management

• Manage a portfolio of existing clients ensuring high retention and increased wallet share.
• Provide regular portfolio reviews and financial planning advice.

Cross-Selling & Up-Selling

• Identify opportunities for cross-selling and up-selling across product categories.
• Maintain updated product knowledge to present relevant solutions to clients.

Compliance & Documentation

• Ensure KYC compliance and proper documentation for all client transactions.
• Follow company and regulatory guidelines for sales and advisory services.

Required Qualifications & Skills:

• Graduate / Post-Graduate in Finance, Commerce, or related field.
• Minimum 2–4 years of experience in financial product sales (mutual funds, insurance, loans, etc.).
• Strong knowledge of multiple financial products and market trends.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work under pressure and achieve targets.
• AMFI/IRDA certification preferred (or willingness to acquire).

Key Competencies:

• Sales-driven mindset with a client-first approach.
• Strong networking ability.
• Analytical thinking and problem-solving.
• Self-motivated and result-oriented.

ONLY CANDIDATES HAVING FINANCIAL PRODUCTS SALES EXP IN MUMBAI SHOULD APPLY.

CTC Up to 6.5 LPA

Job Title: Relationship Manager

Location : Multiple Cities Across India

Department : Sales & Marketing

Experience : 0–3 Years (Freshers Welcome!)

• What does this role hold for you…?
• ● Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects
• ● Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through local activities (procuring relevant databases, doing on- ground activities in corporates, clubs etc.)
• ● Taking prospects for site visits, answering all relevant queries in the process, liaising with Developer or with PropTiger’s Developer Relations Team for any clarification, if needed
• ● Ensuring compliance with the operations process
• ● Ensuring that prospects and customers are satisfied with their interaction with PropTiger at all touchpoints.
• ● Providing after sales services and assisting in Home Loans for the customers

Apply if you have…

● Graduation / MBA degree

● APositive attitude for doing 2-3 meetings each day and enjoy doing sales

● Experience in direct sales

● Goodcommunication skills.

● Dexterity in understanding the requirements of prospects and pitch property solutions to prospects.

● High level of passion and ownershi