Client Management Job Vacancies in Madhya Pradesh

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

Job Title: FCRA AccountantLocation: Gadha Village, Chhatarpur, Madhya PradeshExperience Required: 4-7 YearsSalary: Competitive; Based on Experience and Current SalaryDepartment: Finance & AccountsJob SummaryWe are looking for an experienced FCRA Accountant to manage and ensure compliance with Foreign Contribution Regulation Act (FCRA) requirements. The candidate will be responsible for maintaining FCRA accounts, preparing financial reports, ensuring regulatory compliance, and coordinating with auditors and government authorities.Key ResponsibilitiesMaintain books of accounts related to FCRA funds and transactions.Ensure compliance with FCRA regulations, amendments, and reporting requirements.Prepare and file annual FCRA returns and related statutory reports.Monitor utilization of foreign contributions as per approved objectives and guidelines.Reconcile bank accounts, ledgers, and fund utilization statements.Coordinate with internal and external auditors during audits.Maintain proper documentation and records for all foreign contribution receipts and expenditures.Assist management in budgeting, financial planning, and donor reporting.Ensure timely compliance with Income Tax, TDS, GST, and other statutory requirements where applicable.Liaise with banks, government departments, and regulatory authorities on FCRA matters.QualificationsB.Com, M.Com, CA Inter, MBA Finance, or equivalent qualification.Strong knowledge of FCRA regulations, accounting standards, and financial compliance.Experience4-7 years of experience in FCRA accounting, NGO accounting, audit, finance, or compliance functions.Experience working with NGOs, trusts, charitable organizations, or development sector organizations preferred.Required SkillsFCRA Compliance & ReportingFinancial Accounting & BookkeepingAudit CoordinationTally ERP / Tally PrimeMS Excel & Financial ReportingBudgeting & Fund ManagementTaxation & Statutory ComplianceAttention to DetailPreferred Candidate ProfileExperience handling donor-funded projects and foreign contribution accounts.Strong analytical and problem-solving skills.Good communication and documentation abilities.Ability to work independently and manage multiple compliance deadlines.To Apply: 9109997283 HR@bageshwarbalaji.org

We are looking for a dedicated Unit Manager to oversee operations in our Sagar office. The ideal candidate will have between 1 to 7 years of experience and a relevant professional degree.Key Responsibilities:- Team Leadership: Manage and motivate a team to achieve performance goals. This includes setting clear objectives and providing regular feedback to ensure everyone is aligned with company aims.- Operational Oversight: Monitor daily operations and ensure they align with company policies. You will be responsible for maintaining high standards in workflows and processes.- Performance Analysis: Analyze team performance metrics regularly. By studying these metrics, you can identify areas for improvement and implement strategies to increase efficiency.- Customer Relationship Management: Build and maintain strong relationships with clients. This involves addressing any concerns promptly and ensuring a high level of customer satisfaction.- Training and Development: Facilitate training programs for new and existing staff. Ensuring the team is well-equipped with necessary skills is critical for achieving business objectives.Required Skills and Expectations:- Strong leadership and communication skills are essential for guiding the team effectively. - A solid understanding of operational procedures and the ability to implement improvements is needed.- Problem-solving skills are crucial to address challenges proactively.- Proficiency in data analysis and performance management tools will help in making informed decisions.- A professional attitude and the ability to work well under pressure are expected in this role.

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.

We are looking for a dedicated and motivated Business Associate to join our team in Gwalior. This is a part-time work-from-home position suitable for freshers who have completed their 10th grade.Key Responsibilities:- Market Research: Conduct research to understand market trends and customer needs, helping to identify opportunities for growth and improvement.- Customer Interaction: Communicate effectively with customers through various channels to provide support and gather feedback, ensuring a positive experience.- Data Entry: Accurately enter and maintain data related to sales, customer interactions, and market analysis, ensuring the information is organized and up-to-date.- Sales Support: Assist the sales team by preparing reports and presentations, providing necessary information to help them achieve their targets.- General Administrative Tasks: Perform various administrative duties such as scheduling meetings and organizing files, which helps maintain an efficient workflow.Required Skills and Expectations:Candidates should have strong communication skills, as clear interaction with customers is essential. Basic computer knowledge and familiarity with software like Microsoft Office are important for data entry and reporting tasks. A motivated attitude and the ability to work independently are crucial in this part-time role. Additionally, strong analytical skills will help in executing market research effectively. Good time management abilities are also expected, allowing you to balance work responsibilities with personal commitments while meeting deadlines efficiently.

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

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

Key Responsibilities: Plan, organize, and manage all aspects of events including venue selection, budgeting, logistics, and on-site execution. Coordinate with clients to understand their event goals and provide customized solutions. Handle event proposals, presentations, and client pitches. Manage vendor relationships and negotiate contracts. Supervise event staff and ensure seamless on-ground coordination. Monitor event timelines and ensure all deadlines are met. Oversee setup, execution, and teardown of events. Manage event budgets and ensure cost-effectiveness. Handle client feedback and post-event evaluations. Ensure compliance with health, safety, and legal regulations.

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.

Location: D-8, Sector 63, Noida Position: Project Engineer / Project Manager Salary: 30,000 60,000 per month (Negotiable based on experience) Job Description:We are looking for motivated and detail-oriented individuals to join our team as Project Engineers or Project Managers, who will manage and oversee technical projects from planning to execution in the field of robotics, automation, and engineering solutions. Roles & Responsibilities:Plan, coordinate, and execute technical projectsSupervise on-site work and ensure project timelines are metHandle client communication and progress reportingCollaborate with design, R&D, and field teamsOversee material and manpower management on project sitesEnsure compliance with safety and quality standards Qualifications:B.Tech / Diploma in Civil, Electrical, Mechanical, Mechatronics, or related fieldsFreshers and experienced both can applyCandidates with MBA (Civil/Project Management) preferred for managerial roles Key Skills:Strong communication and project coordination skillsBasic technical knowledge of robotics, automation, or construction processesAbility to handle documentation and reportingTeam management & leadership (for PM roles)

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

Key Responsibilities1. Client Acquisition & Business DevelopmentIdentify and approach potential industrial, pharma, FMCG, and corporate clients.Promote Ecoverix services via meetings, presentations, seminars, expos, and digital marketing.Prepare customized proposals for ISO certifications, energy audits, and ESG advisory.Build a strong pipeline through B2B networking, cold calling, and referrals.Drive sales closures and coordinate MoUs or contracts.2. Franchise Operations (if managing a franchise region)Handle daily operations of the Ecoverix franchise in the region.Ensure alignment with Ecoverix branding, process standards, and service quality.Recruit and train local sales & support team if needed.Share leads and collaborate with the Ecoverix central technical team for delivery.3. ESG & Energy Audit AwarenessOrganize ESG and sustainability workshops for local industry associations.Educate clients on the importance of energy audits and their cost-saving potential.Promote ESG and BRSR compliance among listed and unlisted companies.4. Relationship ManagementMaintain relationships with clients post-service to drive renewals and cross-sells.Act as a local representative of Ecoverix in the assigned region.Gather client feedback to improve services and solutions.

Are you a go-getter, deal-closer, when it comes to sales? Do you know how to charm with your words, persuade with your personality, and turn every no into an enthusiastic YES! ? We want you to join us.Your Mission would beTo Hunt : Track down new leads like a sales ninja.To Engage : Build relationships that last longer than your favorite Netflix series.To Close : Turn prospects into paying customers like its second nature.To Grow : Smash targets, break records, and leave a trail of success in your wake.Whats in it for You?Attractive Salary + IncentivesFast-Track Career GrowthWork with a Supportive Team Female candidate Preferred

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.

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

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.