378 Client Relationships jobs in Mumbai

We at Talent Corner HR Services are having an exciting opportunity for one of our client in Mumbai:

Job responsibilities:

• Maintaining a deep knowledge of company products and services.
• Building and maintaining strong relationships with prospective and existing clients.
• Researching and pursuing new business opportunities.
• Identifying clients' needs and requirements and proposing suitable solutions.
• Providing clients with comprehensive product/service consultations and guiding their decision-making process.
• Upselling and cross-selling products/services to clients.
• Resolving complaints and issues efficiently and in a timely manner.
• Meeting sales/revenue targets.

Job specification:

• 1-5 yrs experience preferred.
• Ability to build and maintain strong client and business relationships.
• Proficiency in Microsoft Office and CRM software.
• Excellent communication and interpersonal skills.

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 . 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.

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 lead and 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

About the Company

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.

About the Role

Responsibilities

• Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
• Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
• Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
• Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
• Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
• Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
• Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

• Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
• Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
• Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
• Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
• Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

``

We at Talent Corner HR Services are having an exciting opportunity for one of our client in Mumbai:

Job responsibilities:

• Maintaining a deep knowledge of company products and services.
• Building and maintaining strong relationships with prospective and existing clients.
• Researching and pursuing new business opportunities.
• Identifying clients' needs and requirements and proposing suitable solutions.
• Providing clients with comprehensive product/service consultations and guiding their decision-making process.
• Upselling and cross-selling products/services to clients.
• Resolving complaints and issues efficiently and in a timely manner.
• Meeting sales/revenue targets.

Job specification:

• 1-5 yrs experience preferred.
• Ability to build and maintain strong client and business relationships.
• Proficiency in Microsoft Office and CRM software.
• Excellent communication and interpersonal skills.

Online Activation Desk for B2B Business

Role Overview:

We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be comfortable with high-volume partner outreach and consultative selling.

Location: Mumbai

Key Responsibilities:

• Reach out to inactive/dormant partners mapped to the B2B desk across India.

• Understand partner profiles and pitch suitable fixed-income products like NCDs, Corporate FDs, SGBs, etc.

• Schedule product discussions, webinars, or one-on-one meetings to reinitiate engagement.

• Work closely with product and operations teams to onboard partners into new investment opportunities.

• Track, follow up, and convert leads into active transacting partners.

• Maintain partner engagement records using CRM tools and internal dashboards.

• Achieve monthly activation and revenue targets from the assigned pool.

• Stay updated with the latest product launches, market trends, and compliance updates.

Key Skills & Requirements:

• 1–3 years of experience in B2B wealth distribution or financial advisory.

• Exposure to fixed-income products (NCDs, Bonds, FDs) is a strong advantage.

• Strong communication and relationship-building skills.

• Ability to manage multiple partner relationships remotely.

• Self-starter with a proactive attitude and execution mindset.

• Familiarity with CRM and sales tools is preferred.

Thank You,

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 lead and 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

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 . 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 Company

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.

About the Role

Responsibilities

• Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
• Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
• Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
• Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
• Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
• Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
• Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

• Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
• Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
• Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
• Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
• Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

``