Client Management Job Vacancies in Indore

Position: Client Relationship Assistant (CRA)Responsibilities: Call new leads WhatsApp communication CRM updates Schedule meetings Follow-up with leads Daily reporting Support the founder during the sales process

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Need Business Development Associate with Good Presentation and Communication Skills

Qualification: BE/Diploma (Mechanical/Automobile)/ MBA (In Marketing)Experience: 2-3 years (In Marketing)Languages Known: Regional Language & English*Candidate must have experience in Garage Equipment & Car Care Products.Developing sales strategies and plans to achieve sales and profit goals by leading, developing, and motivating sales associatesCollecting customer feedback and providing updates to senior management.Ensuring compliance with all company, state, and federal laws and regulationsUtilizing outbound telephone calls, email communications, and face-to-face meetings with customers to close sales.Developing and sustaining long-term relationships with customers.Collecting customer feedback and market research.

Engage with distributors and retailersTrain partners on the company app (ordering, invoicing, etc.)Ensure sales targets and timely reportingBuild and maintain customer relationships

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

We are college admissions providers require a person who can handle digital marketing, website and app as well as small portion of tele calling to leads and conversion to admission.

We are looking for motivated professionals with experience in Algo Software Sales. Preference will be given to candidates with a proven background in financial services, trading platforms, or brokerage sales.

Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.

Key Responsibilities:1. Design and Development:Design HVAC chillers and heat pumps based on project requirements, industry standards, and client specifications.Perform heat load calculations, thermodynamic analysis, and system optimization.Develop detailed designs, schematics, and technical documentation for chiller and heat pump systems.2. Component Selection:Identify and select suitable compressors, evaporators, condensers, and other components based on system requirements.Collaborate with suppliers and vendors to source high-quality components within budget.Conduct performance analysis to ensure components meet energy efficiency and operational standards.3. Technical Analysis:Analyze system performance using simulation tools and software (e.g., Bitzer, Matlab).Evaluate design feasibility, troubleshoot technical challenges, and propose solutions.4. Cross-functional Collaboration:Work closely with project managers, manufacturing teams, and clients to ensure successful project execution.Support installation teams with technical guidance and troubleshooting as needed.Required Qualifications and Skills:1. Education:Bachelors degree in Mechanical Engineering, HVAC Engineering, or a related field.Masters degree in Thermal Engineering or Refrigeration is a plus.2. Experience:37 years of experience in designing HVAC systems, especially chillers and heat pumps.Strong background in selecting and analyzing components like compressors, evaporators, and condensers.3. Technical Skills:Proficiency in HVAC design software (e.g., AutoCAD, SolidWorks, CREO).Strong understanding of refrigeration cycles, thermodynamics, and heat transfer principles.Familiarity with simulation tools (e.g., MATLAB, EES, or ANSYS).Knowledge of energy efficiency standards and certifications (e.g., AHRI).

Client acquisition,client development,business development,client development, experience should be from recruitment / educational industry

Hiring for 20 Marketing Consultant Jobs in Punjabi Bagh, Bhopal,Narsinghpur,Jabalpur,Bhopal,Indore,Bhopani, Faridabad, for Freshers,Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, B.Com, Bachelor of Hotel Management, B.Sc, Other Bachelor Degree, Post Graduate Diploma, M.A, M.C.A, M.B.A/PGDM, M.Com, M.Sc, Any Master Degree with Good knowledge in Marketing Communication,Marketing Consulting,Good Communication Skills,Presentation Skills,Lead Generation,Leadership Skills,Client Management,Effective Team Management etc.

APSK Productions is a creative film studio and a casting house catering to top-notch work for bold brands and the entertainment industry. We at APSK, where best of the minds come together to deliver awesomeness. While our design philosophy reflects the society at large, we prefer delivering work that matters. We can be the shark and we can be the shark. We love to morph ourselves into whatever our consumers need us to be to create the wow experience.

Experiance in sales of trading and demat account, mutual funds and client acquisition

Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Reaching out to potential leads through a variety of channels, such as email, phone, text, and social media. Generating leads, making sales calls, continuously updating our CRM database, and meeting sales targets. Handling customer questions, inquiries, and complaints.

Job Title: Client Relationship Executive (Freshers)Company: Mandot SecuritiesLocation: IndoreJob Type: Full-timeJob Description:As a Client Relationship Executive at Mandot Securities, you will be at the forefront of delivering exceptional service to our clients while building lasting relationships. This entry-level position is perfect for individuals eager to kickstart their career in the financial services industry. You will receive comprehensive training and mentorship to excel in this role and grow within the organization.Key Responsibilities:Client Onboarding and Engagement:Assist in the onboarding process for new clients, including account opening procedures and documentation.Welcome clients and provide them with an overview of our services and offerings.Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.Relationship Building:Develop and nurture relationships with clients to understand their financial goals, needs, and preferences.Proactively reach out to clients to provide support, updates, and personalized recommendations.Identify opportunities to deepen client engagement and promote additional services.Administrative Support:Maintain accurate client records and documentation in compliance with regulatory requirements.Assist in preparing reports, presentations, and correspondence for clients and management.Collaborate with internal teams to ensure seamless service delivery and client satisfaction.Market Research and Analysis:Stay informed about market trends, economic developments, and industry insights.Assist senior team members in conducting research and analysis to support client recommendations.Contribute ideas and insights to enhance our service offerings and client experience.

Responsibilities and Duties Research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets Seek out the appropriate contact in an organization Generate leads and cold call prospective customers Meet with customers/clients face to face or over the phone Foster and develop relationships with customers/clients Understand the needs of your customers and be able to respond effectively with a plan of how to meet these Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business Work strategically - carrying out necessary planning in order to implement operational changes Draw up client contracts - depending on the size of the company, this task may be completed by someone else or agreements may not be as formal Have a good understanding of the businesses' products or services and be able to advise others about them Ensure staff are on board throughout the organization, and understand the need for change and what is required of them Train members of your team, arranging external training where appropriate Discuss promotional strategy and activities with the marketing department Seek ways of improving the way the business operates Keep abreast of trends and changes in the business world. Help to plan sales campaigns Create a sales pipeline Negotiate pricing with customers, and suppliers in some cases Increase sales of the business Carry out sales forecasts and analysis and present your findings to senior management/the board of directors Develop the business sales and marketing strategy.Qualifications and Skills Bachelors degree in business, marketing, or a related field. Tenacity and drive to seek new business and meet or exceed targets An excellent telephone manner for making initial contact and for ongoing commun

Job descriptions can vary depending on the specific role within a brokerage firm, but here's a general description of some common positions:Stockbroker/Financial Advisor:Responsibilities:Provide financial advice to clients and recommend investment products.Execute trades on behalf of clients.Monitor and analyze market trends.Build and maintain client relationships.Stay informed about financial markets and products.Research Analyst:Responsibilities:Conduct financial research and analysis.Provide insights on market trends and investment opportunities.Prepare reports and presentations for clients and internal use.Stay updated on economic and industry developments.Operations Specialist:Responsibilities:Manage trade settlements and confirmations.Ensure compliance with regulatory requirements.Handle account maintenance and documentation.Collaborate with other departments to facilitate smooth operations.Compliance Officer:Responsibilities:Monitor and enforce compliance with financial regulations.Develop and implement compliance policies and procedures.Conduct internal audits and reviews.Stay informed about changes in regulatory requirements.Customer Service Representative:Responsibilities:Assist clients with account inquiries and problem resolution.Provide information about products and services.Process account transactions and updates.Handle customer inquiries via phone, email, or in-person.Risk Manager:Responsibilities:Identify and assess potential risks to the firm.Develop and implement risk management strategies.Monitor and report on risk exposure.Collaborate with other departments to mitigate risks.

Key Responsibilities:Generate New Business:Identify and cultivate new business opportunities through market research, networking, and lead generation.Develop and maintain a pipeline of prospective clients and actively pursue opportunities to convert leads into sales.Sales Presentations:Conduct engaging presentations to potential clients, clearly articulating the value proposition of our IT solutions.Collaborate with technical teams to tailor presentations to the specific needs of clients.Client Relationship Management:Build and maintain strong, long-lasting relationships with clients by understanding their business objectives and technology requirements.Act as a trusted advisor, providing expert guidance on IT solutions to meet client needs.Proposal Development:Prepare and present detailed proposals that outline the scope, benefits, and costs of proposed solutions.Work closely with the technical and support teams to ensure accurate and realistic proposals.Negotiation and Closing:Negotiate contracts and terms with clients, addressing any concerns or objections.Successfully close deals, ensuring a smooth transition to the implementation and support teams.Market Intelligence:Stay abreast of industry trends, competitors, and emerging technologies to maintain a competitive edge in the market.Qualifications and Skills:Proven experience as a Sales Executive or relevant role in the IT industry.Strong understanding of IT products, services, and solutions.Excellent communication and presentation skills.Proven ability to build and maintain client relationships.Results-driven with a track record of meeting or exceeding sales targets.Bachelor's degree in Business, Marketing, or a related field.Benefits:Competitive salary and commission structure.Health, dental, and vision insurance.Professional development opportunities.Company-sponsored events and team-building activities.

Key Responsibilities Ensure achievement of sales objectives (targets) as per annual business plan Extensively visit & provide appropriate responses to customers in the assigned territory and/or key customer to drive sales and build long term relationships. Effectively work as a team member with head-office & technical resources to ensure meeting business objectives Effectively implement sales process including lead generation, customer need capture, development & submission of suitable quotes in close co-ordination with technical teams, negotiations, follow ups and closing sales etc. Provide accurate & timely information to other team members as per companys management practices Supporting & ownership of billing & collections within the assigned territories/ customers. Market visits to meet customers to understand trends, customers needs and product response Capture market insights, client requirements & position customized product solutions accordingly Manage sales pipeline, accurately forecast sales as per management process Report to the department head / back-end sales resources with timely & accurate feedback from market and constantly look at areas for growth Monitor key Initiatives suggested by department heads and/or the organization and work towards improvement & development of the assigned territory and/or key customers Maintain & adhere to sales process discipline, sales information management system, activity reporting and other company guidelines. Participate, lead and drive identified sales initiatives as per business needs Participate in Seminars /Exhibitions/Conferences related to Food Processing Industry. Work as an active team member with regional team & head-office to ensure meeting business objectives.Preference: Preferably from the food processing & Packaging equipment manufacturer or any other industry handling the sales for capital equipments or Plant & Machinery.Base Location: INDORE

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Key Responsibilities:o Supervise and manage HVAC installation activities at project sites, ensuring compliance with design specifications and quality standards.o Review technical drawings, blueprints, and specifications to plan and execute project tasks efficiently.o Can read drawing, Plumbing, Ducting and Layout sizing.o Coordinate with clients, consultants, contractors, and suppliers to ensure smooth project execution.o Provide technical guidance to on-site teams and address any challenges or issues promptly.o Inspect and test HVAC systems to ensure functionality, reliability, and compliance with safety standards.o Conduct site inspections and audits to ensure adherence to quality benchmarks.o Prepare and update project schedules, reports, and documentation.o Monitor project progress and ensure timelines and budgets are met.o Ensure strict adherence to health, safety, and environmental regulations on-site.o Conduct safety training and toolbox talks for on-site teams.o Oversee procurement and delivery of HVAC materials and equipment.o Maintain inventory control and resource optimization at the site.o Can good in Auto cad and knowledge of AHU, Chiller.

Identify and target potential clients within the recruitment industry.Develop and implement strategies to generate new leads and convert them into clients.Build and maintain strong relationships with clients, both new and existing.Understand client needs and tailor recruitment solutions accordingly.Manage the entire sales process, from initial contact to contract signing.Business Development:Develop and execute business development plans to achieve revenue targets.

Identify and target potential clients within the recruitment industry.Develop and implement strategies to generate new leads and convert them into clients.Build and maintain strong relationships with clients, both new and existing.Understand client needs and tailor recruitment solutions accordingly.Manage the entire sales process, from initial contact to contract signing.Business Development:Develop and execute business development plans to achieve revenue targets.

Experience in *Algo Software Sales* or Share Market * Strong communication and sales skills* Leadership ability (for TL role)* Immediate joiners* will be given preference