114 Client Relationships jobs in Kolkata

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.

Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales

About The Role

Role- Relationship Manager

About The Role :

Job Profile :

Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of "Speed, Scale and Skill".

Able to source Working capital Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries and Other Manufacturing Industry in MSME Segment and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others.

Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 25 crore. Each RM is expected to do minimum 3 New Cases per month. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis, he has to meet at-leats 2 New Leads every working day.

Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality.

Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service

Closely work with credit team for managing client expectation and effective risk management

Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license.

Job Requirements :

Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others

Strong oral and written Communication

Relationship Management Skill

l HDFC BBG RM of grade E2 and E3 are preferable.

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

• Dialogue with our clients to understand their business objectives and challenges
• Analyze clients' data and provide strategic recommendations to clients
• Present value-proposition to sales leads and current customers
• Prospect for new sales leads and close sales

Qualifications

• 4-6 years' of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills

Role & responsibilities

Identifying and pursuing new partnership opportunities in leading NBFC, MFI, Banks and Ecommerce and Fintech space to provide customized group products for their customer base

• Create processes & systems/ integrations by tying up with various Insurtech, Fintech, Traveltech and lending players
• Ideation and brainstorming of new ideas and opportunities for experimentation with different products
• Ability to get work done with various internal teams by keeping timelines in mind
• Work closely with Underwriter to design products for identified customer segments and product proposition
• Ensure partnership launch within timelines with optimal customer user experience on the frontend with primary objective to drive sales and higher penetration

Responsibilities:

* HNI & U-HNI ACQUISITION- REAL ESTATE INVESTMENT

* Drive revenue growth through NRI sales & international business dev

* Acquire new clients through real estate sales & HNI networking

*Revenue Generation/ Real Estate Appreciation

Health insurance

Annual bonus

Cafeteria

Office cab/shuttle

House rent allowance

Travel allowance

Maternity benefits in mediclaim policy

Mobile bill reimbursements

Career break/sabbatical

Provident fund

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.

Multiple Locations: Delhi, Pune, Kolkata

About the team and role

The Acquisition Team has been tasked with ensuring a steady build-up of clients for Vivriti Capital, from the mid corporate segment. Our target segment consists of over 30,000 enterprises, and we aim to capture over 10% of this segment over the next 5 years.

The role will entail building a sales and marketing approach for client acquisition across geographies, being responsible for monthly acquisition targets, and accelerating the company's growth. This will require you to build a multi-city team that reaches out to potential promoters and CXOs across the country, to present our value proposition and ensure conversion.

Key responsibilities:

• Responsible for client origination and understanding the client's debt requirement.
• Utilize all possible channels to market Vivriti Capital's capabilities and products, to generate market interest
• Responsible for developing the process of new client acquisition, including marketing and sales SOPs
• Initiate and manage client engagement by building relationships at promoter and CXO level.
• Devise and implement growth strategies to grow the client base within specific geography.
• Build and maintain connections with private equity funds, arrangers and technology platforms to source potential opportunities
• Work closely with the Client Solutions team, Risk, legal and other internal stakeholders to build early client engagement.

Desired Skills and Experience

• MBA / Post Graduate
• Possess 2-6 years of relevant experience in debt market / fund raising in banks / NBFC / Intermediaries / family office would be preferred (Good to have)
• Present / articulate / position an idea compellingly with strong oral and written communication skills.
• Strong networks in region of work across corporates and NBFCs
• Able to engage with Promoters, CFOs and Treasury heads to build relationships and originate business, be able to present the company / products / capabilities very well
• Strong selling skills, able to present own position and company well.
• Strong understanding of banking products viz working capital, term loan, leasing, factoring, vendor finance, etc.,
• Tenacious, hardworking and results oriented. Disciplined with strong work ethic and integrity
• Self-starter, able and willing to take initiative
• Able to withstand pressure and perform
• Good technical understanding of finance / credit / ratings
• Ambitious and Ability to work in a fast-paced dynamic environment

Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our growing team and help us continue to provide outstanding service. If you're passionate about building relationships, understanding client needs, and driving business growth, we want to hear from you

Key Responsibilities:

 Client Relationship Management: Develop and maintain strong, long-lasting relationships with clients. Serve as the primary point of contact for assigned clients, ensuring their needs are met and expectations are exceeded.

Account Growth: Identify and pursue opportunities for account expansion, cross selling, and upselling additional products/services. Work to increase revenue and client retention. lient Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and timely setup of services or products.

roblem Resolution: Act as a trusted advisor by proactively addressing client concerns or issues. Resolve problems efficiently and ensure high levels of client satisfaction. egular Communication: Conduct regular check-ins with clients to assess satisfaction, identify opportunities for improvement, and gather feedback.

ollaboration: Work closely with internal teams (sales, marketing, product, support, etc.) to ensure seamless delivery of services and products to clients.

eporting & Documentation: Maintain accurate and up-to-date client records, including contact information, service history, and notes on key conversations. Track account activities and client feedback.

arket Intelligence: Stay informed on industry trends, competitor offerings, and market conditions to effectively position the company's products and services to clients.

lient Retention: Implement strategies to enhance customer loyalty, increase client satisfaction, and reduce churn. Qualifications:

xperience: 2+ years of experience in relationship management, account management, or a customer-facing role, preferably in service-selling industry.

ducation: Bachelor's degree in Business, Marketing, Communications, or a related field. lient-Focused: Strong ability to build rapport with clients, understand their needs, and provide solutions that drive value.

ommunication Skills: Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively.

roblem-Solving Skills: Strong critical thinking and problem-solving abilities to address client concerns and challenges.

rganizational Skills: Ability to manage multiple client accounts and prioritize tasks effectively.

echnical Skills: Familiarity with CRM software, MS Office Suite. Experience with data analysis and reporting tools is a plus.

Job Type: Full-time

Pay: ₹15, ₹69,178.36 per month

Benefits:

• Provident Fund

Language:

• English (Preferred)

Work Location: In person

Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our growing team and help us continue to provide outstanding service. If you're passionate about building relationships, understanding client needs, and driving business growth, we want to hear from you

Key Responsibilities:

 Client Relationship Management: Develop and maintain strong, long-lasting relationships with clients. Serve as the primary point of contact for assigned clients, ensuring their needs are met and expectations are exceeded.

Account Growth: Identify and pursue opportunities for account expansion, cross selling, and upselling additional products/services. Work to increase revenue and client retention. lient Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and timely setup of services or products.

roblem Resolution: Act as a trusted advisor by proactively addressing client concerns or issues. Resolve problems efficiently and ensure high levels of client satisfaction. egular Communication: Conduct regular check-ins with clients to assess satisfaction, identify opportunities for improvement, and gather feedback.

ollaboration: Work closely with internal teams (sales, marketing, product, support, etc.) to ensure seamless delivery of services and products to clients.

eporting & Documentation: Maintain accurate and up-to-date client records, including contact information, service history, and notes on key conversations. Track account activities and client feedback.

arket Intelligence: Stay informed on industry trends, competitor offerings, and market conditions to effectively position the company's products and services to clients.

lient Retention: Implement strategies to enhance customer loyalty, increase client satisfaction, and reduce churn. Qualifications:

xperience: 2+ years of experience in relationship management, account management, or a customer-facing role, preferably in service-selling industry.

ducation: Bachelor's degree in Business, Marketing, Communications, or a related field. lient-Focused: Strong ability to build rapport with clients, understand their needs, and provide solutions that drive value.

ommunication Skills: Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively.

roblem-Solving Skills: Strong critical thinking and problem-solving abilities to address client concerns and challenges.

rganizational Skills: Ability to manage multiple client accounts and prioritize tasks effectively.

echnical Skills: Familiarity with CRM software, MS Office Suite. Experience with data analysis and reporting tools is a plus.

Job Type: Full-time

Pay: ₹15, ₹30,000.00 per month

Work Location: In person

Speak with the employer

Responsibilities:

* Manage client relationships through regular communication and service delivery.

* Meet sales targets by selling insurance products, bonds, mutual funds, etc.