674 Client Relationships jobs in Mumbai

Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDs

Job Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.

• Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
• Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
• Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
• Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
• Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
• Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.

Qualification & Experience—Good understanding and working knowledge of capital markets, must have worked with Corporate/ SME clients, good communication and presentation Skills. Any graduate, preferably with MBA, NISM VA – Must.

Job location - New Delhi/Bengaluru

Interested? Please click here to fill out the form.

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,

Relationship Manager- 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.

• Understand partner profiles and pitch suitable fixed-income products.

• 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:

• 3+ years of experience in B2B wealth distribution.

• 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

Hi Folks,

We're Hiring for a Leading Stock Broking Company based in Thane location.

PLEASE NOTE: PLEASE APPLY ONLY IF YOU ARE FROM THE BROKING INDUSTRY (WE ARE NOT CONSIDERING BANKING INDUSTRY FOR THE ROLE)

About the Company

Company Name- Confidential (Connect for more)

About the Role

Job Position – NRI Services

Location- Thane

Required Experience- 1.5 years-5 years

Responsibilities

• Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
• Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
• Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
• Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
• Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
• Participate in NRI client acquisition drives, events, and outreach programs as needed.

Qualifications

• Bachelor's degree
• A minimum 2 years of experience in NRI banking, wealth management or financial services.
• Strong knowledge of financial products relevant to NRI clients.
• Excellent client engagement and customer service skills.
• Strong interpersonal and communication skills.

Required Skills

• Knowledge of NRI financial regulations and products
• Client engagement and relationship management
• Customer interaction and communication

Pay range and compensation package

UPTO 6 LPA

• A learning, collaborative, and cordial environment.
• A work-life integrated culture.
• Career progression plan aligned with company goals.
• An opportunity to directly interact with management and work under their mentorship.
• To feel valued and appreciated for your contributions to the organization.

Interested candidates can share resumes at

Also, can call/ whatsapp at

Regards,

Gulista Shaikh

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.

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Role Overview:

The Relationship Manager Operations will be responsible for ensuring smooth day-to-day operations of the Club, maintaining high service standards for members, managing key relationships, and supporting operational efficiency. The role requires a strong background in hospitality/club operations, people management, and member engagement to deliver a premium club experience.

Key Responsibilities:

Member Relationship & Engagement

Serve as the primary point of contact for members, addressing queries, concerns, and service requests.

Build and maintain strong relationships with club members, ensuring high levels of satisfaction.

Handle escalations with tact, diplomacy, and problem-solving skills.

Coordinate special requests, reservations, and personalized member services.

Operations Management

Oversee daily operations of the club facilities including dining, sports, events, and member services.

Ensure seamless coordination between departments (F&B, housekeeping, sports, events, administration).

Implement SOPs for efficient service delivery and monitor adherence.

Support in scheduling, resource allocation, and operational planning.

Event & Activity Support

Assist in planning and executing member events, tournaments, and social activities.

Liaise with internal teams and vendors for smooth event execution.

Drive engagement by promoting club activities and new initiatives.

Team & Vendor Management

Supervise front-line staff, ensuring professional conduct and service excellence.

Train and mentor team members to maintain hospitality standards.

Coordinate with vendors, suppliers, and contractors for timely services and operational requirements.

Reporting & Compliance

Monitor operational performance and prepare periodic reports for senior management.

Ensure compliance with club rules, policies, and statutory regulations.

Identify opportunities to improve member services and operational efficiency.

Key Skills & Competencies:

Strong interpersonal and relationship management skills.

Excellent communication and problem-solving abilities.

Knowledge of hospitality/club operations and member service standards.

Ability to manage cross-functional teams and vendors.

Strong organizational and multitasking skills.

Proficiency in MS Office and familiarity with club management/CRM systems.

Qualifications & Experience:

Graduate/Postgraduate in Hospitality Management, Business Administration, or related field.

5+ years of experience in operations and relationship management, preferably in a sports club, hospitality, or premium membership-based institution.

Prior experience in handling VIP/elite clientele will be an added advantage

Maintain key client relationship

Resolving customer queries

Generate additional business through cross-selling or upselling

Promptly address client issues by coordinating with internal teams

Outstanding verbal and written communication in English

Required Candidate profile

Minimum 4 year experience in Customer Service - International Customer Handling

Preferred candidates with BPO/KPO experience.

Excellent Communication Skills.

About Us
Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.

From being a disruptor in India's debt market to marching towards global corporate markets from one product to one holistic product suite with seven products

Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.

About Us
Yubi ( ) stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India's debt market to marching towards global corporate markets from one product to one holistic product suite with seven products.

Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles

Founded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others.

In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.

With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all.

Supply Chain Finance (SCF) as a Business:

The operations of the SCF (Supply Chain Financing) team, which caters to Small and Medium Enterprises (SMEs) and Medium-Sized Enterprises (MSMEs) across different industries. The team also deals with large corporations, specifically those with revenue above 500 crores (INR), by providing credit limits for both procurement and sales activities.

SCF works with large corporations, lenders, and dealers for procurement. This likely involves financing the working capital needs of SMEs and MSMEs by helping them procure goods or services from these larger entities. The credit limits for sales are likely designed to help businesses sell products or services while maintaining cash flow.

Relationship Manager – Supply Chain Finance & MSME

We are seeking a highly motivated Relationship Manager to join our Supply Chain Finance and MSME team. This role will focus on originating new clients, cultivating strong client relationships and successful onboarding of clients on to Yubi platform and further executing the deal to enable a credit limit for the client. The successful candidate will be a results-oriented individual with a proven sales track record and outstanding communication abilities.

Roles & Responsibilities

• Cover the field to originate & onboard potential dealers / vendors for Anchor led Supply Chain Finance programs
• Cover the business teams and SPOCs of anchors to originate more dealers / vendor leads and conduct business reviews to troubleshoot challenges in program scale up
• Cover lender SPOCs at a regional and zonal level to build relations to drive business outcomes and deliver on transaction closure
• Work across transaction lifecycle for the onboarded dealers / vendors all the way to limit setup and subsequent disbursal
• Identify potential cross-sell opportunities within target customer base and originate transactions for other commercial banking debt products eg: bill discounting, equipment finance, working capital loans, term loans etc.
• Ability to understand business and technology challenges and align them with our offering

Requirements

• Willingness to travel and take on a revenue & business target and has a number driven mindset
• Brings an analytical mindset to sales and business and has a flair for sales
• Has been in sales and business development roles with banks/ NBFCs/ fintech organisations.
• 2 – 4 years sales and business development experience in one or more products mentioned above.
• Understanding of debt products across supply chain finance products and secured banking products – working capital, factoring, vendor finance, dealer finance, bill discounting, reverse factoring, term loans, factoring etc.
• Good with numbers, Insights and be able to analyze balance sheets and P&L
• Can work in high-pressure situations and is completely hands-on; has the knack to hustle and get the job done.
• Strong interpersonal skills and an ability to build rapport with customers and cross- functional teams internally
• Educational Qualifications: Graduate

Key Responsibilities

• To ensure active management of clients & generate Investment.
• To Identify client needs, evaluate their risk appetite, and recommend suitable investment option.
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
• To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing.
• To conduct regular Client Meetings & update the same in the meeting tracker.
• To assist clients with their query & concern related to trade, portfolio & their account.
• To assist new client acquisition, building new relationships and increasing depth in existing relationships.
• To stay updated on market news, financial trends, and current affairs to provide informed recommendations to clients.
• To Deliver desired number of calls & Maintain MIS report

Skills Required

1. Basic understanding of financial markets and investment products.
2. Ability to calculate and interpret XIRR for portfolio analysis.
3. Strong knowledge and awareness of the BFSI sector.
4. Demonstrates a positive attitude, high energy, and a proactive approach to work.
5. Excellent communication skills, particularly in spoken English, with the ability to interact confidently with clients.