382 Client Relationships jobs in Thane

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,

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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