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Client Relationship Job Vacancies in Delhi

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Female - Client Relationship Executive - Nehru Place Delhi

Sunbridge Solutions (opc) Private Limited

  • 1 - 3 yrs
  • Nehru Place Delhi
Immigration Consultant Visa Executive Client Relationship Associate Sales Client Management CRM Sales Client Servicing Outbound Calling Client Relationship Visa Consultant
Call & What's App + 91 9650571592 Offer consultation services to prospective clients regarding visa options, assessing their eligibility and suitability for various visa types. Consultations are conducted via email, phone, and in-person meetings.Promote and present immigration services to both existing and potential clients.Identify and approach potential clients to generate leads and drive sales growth.Develop strategic action plans and schedules to define target audiences and estimate outreach volume.Pursue and follow up on new leads and referrals generated through marketing and outreach efforts.Identify potential sales opportunities and initiate contact with qualified prospects.Achieve monthly and quarterly assigned sales targets.
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  • Fresher
  • Female
  • Nehru Place Delhi
CRM Sales Sales Client Relationship Cold Calling Client Management Immigration Consultant Visa Consultant
Job DescriptionOffer consultation services to prospective clients regarding visa options, assessing their eligibility and suitability for various visa types. Consultations are conducted via email, phone, and in-person meetings.Assist with visa application processes, including preparation and submission of documents.Provide clients with accurate and timely information regarding application status.Stay updated on immigration laws, policies, and regulations for different countries.Consult with clients to understand their immigration goals and provide tailored solutions.Maintain client records and ensure confidentiality.Target oriented & self motivated
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  • 0 - 3 yrs
  • 3.5 Lac/Yr
  • Female
  • New Delhi
Communication Skills Interpersonal Skills Computer Operator
Key Responsibilities:Client Acquisition and relationship managementAccessing investor needsProvider Expert AdviceDeveloping investment stretegiesFacilitating transactionsMonitoring and reviewing portfoliosBuisness Development and SalesSkills:Presentable PersonalityGood Communication SkillsBasic Computer KnowledgeRelevant Informations:Qualification: GraduateGender: FemaleAge Limit : 21-35yrsWorking Days : 6Timing : 10Am to 6:30PmSalary : 17,000/- to 30,000/
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Opening For CRM Executive

SR Expert Services LLP

  • 2 - 5 yrs
  • 3.5 Lac/Yr
  • Delhi
Clinet Handling Client Retention CRM MIS Reporting Customer Care Customer Relationship Communication Skills Customer Support
6- days workingOffice Timming id 10:00-7:00CRMCRM ToolsGood communication skillsMS OfficeCoordination skillsFollow upsKey skills:Order & Lifecycle Management:Customer Retention & Engagement:Database Management:Conflict Resolution
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Opening For Sales Executive

Interior Xpressions

  • 1 - 3 yrs
  • 2.8 Lac/Yr
  • Badarpur Delhi
Lead Generation Communication Skills Negotiation Skills Customer Handling Client Relationship Building
We are looking for a motivated Sales Executive to join our team in Badarpur. The ideal candidate should have 1 to 3 years of experience in sales and have completed at least the 12th grade. This full-time position requires a presence in the office.**Key Responsibilities:**- **Generate Leads:** Actively seek out new sales leads through networking, referrals, and other sources to expand the customer base.- **Meet Sales Targets:** Set and achieve monthly sales targets to contribute to overall company goals.- **Maintain Customer Relationships:** Build and nurture long-term relationships with clients to ensure repeat business and maintain customer satisfaction.- **Understand Products:** Gain comprehensive knowledge about the companys products and services to effectively explain their benefits to customers.- **Prepare Sales Reports:** Document and analyze sales activities and trends to provide insights to the management team.- **Assist in Marketing Initiatives:** Collaborate with the marketing team to develop campaigns that enhance product visibility and attract potential customers.Required skills and expectations include having strong communication skills to interact effectively with clients; good negotiation abilities to close sales deals; and a proactive approach to problem-solving and customer service. Basic computer skills, including knowledge of MS Office, are essential. Candidates should be self-motivated, target-oriented, and able to work well in a team environment. A positive attitude and the ability to adapt to changing situations are also important for success in this role.
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  • 2 - 3 yrs
  • 2.5 Lac/Yr
  • Netaji Subhash Place Delhi
Client Retention Customer Relationship CRM Clinet Handling CRM Sales MIS Reporting CRM Strategy Customer Handling Customer Support Convincing Power
Verify invoices and update CRM with accurate dispatch quantities.Maintain and update daily payment tracking sheets.Conduct payment follow-ups (Monday & Thursday).Update previous date orders in CRM and share revised delivery dates with customers after reviewing daily reports.Coordinate with sales team members to resolve order-related queries.Handle customer queries and ensure timely resolution.Conduct delivery feedback calls and update CRM accordingly.Communicate order extensions or revised timelines via email/call.Match CRM data with pending order sheets weekly (Saturday reconciliation).
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  • 2 - 5 yrs
  • Connaught Place Delhi
Mortgage Sales Home Loans Mortgage Loan Officer Relationship Manager Conversion Operator Target Achievement Sales Target Client Coordinator Documentation Communication Negotiation Skills Nbfc Banking Problem-solving Sales Skills
We are seeking a motivated Mortgage Loan Officer to join our team in Connaught Place, Delhi. This full-time role is perfect for someone with 2 to 5 years of experience in mortgage lending who is eager to help clients secure financing for their property needs.Key Responsibilities:1. **Client Consultation**: You will meet with clients to understand their financial situation and housing goals. Your ability to listen and offer tailored mortgage solutions will be critical.2. **Loan Assessment**: You will analyze clients financial data, including credit reports and income statements, to determine suitable loan products. Attention to detail is essential to ensure accuracy in loan evaluations.3. **Loan Applications**: You will assist clients in completing and submitting loan applications, guiding them through necessary documentation. Your expertise will help streamline the application process for a positive client experience.4. **Relationship Management**: You will build and maintain relationships with clients, real estate agents, and other stakeholders. Strong communication skills will help you foster trust and secure referrals.5. **Market Research**: Staying informed about the latest mortgage products and market trends will be part of your role. This knowledge will enable you to provide clients with the best options available.Required Skills and Expectations: Candidates must hold a graduate degree and have relevant experience in mortgage lending. Excellent communication and interpersonal skills are crucial. You should be detail-oriented, able to work under pressure, and committed to providing outstanding customer service. A strong understanding of mortgage regulations and financial products is essential to succeed in this position.
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  • 0 - 5 yrs
  • 3.0 Lac/Yr
  • Delhi
Client Coordination Customer Relationship CRM Good Communication Lead Management Inside Sales Front Office Telecalling Customer Handling MIS Reporting Convincing Power Customer Care Front Office Receptionist Front Desk Receptionist Sales Support Executive Leadership Skills Tele Sales Officer Telesales Executive Telesales Officer Lead Generation
Attend Incoming Calls and Whatsapp Enquiriesupdate and Manage Lead Data in Crmfollow Up with Prospects and Arrange Meetings/site Visitssupport Coordination Between Sales and Design Teamshandle Front Desk and Visitor Management
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  • 2 - 8 yrs
  • 10.0 Lac/Yr
  • Rani Bagh Delhi
Closing Deals Lead Generation Contract Management Sales Strategy Negotiation Client Relationship Communication Sales Metrics Analysis CRM Software Consultative Selling
Handle inbound and outbound sales calls for domestic and international travel packagesUnderstand client requirements and design customized holiday packagesConvert leads into confirmed bookings and achieve monthly sales targetsProvide accurate information about destinations, visas, flights, hotels, and itinerariesBuild long-term relationships with clients for repeat business and referralsFollow up with leads regularly to maximize conversionCoordinate with operations, ticketing, and hotel partners for smooth executionMaintain proper CRM records and daily sales reportsUpsell add-ons such as travel insurance, sightseeing, upgrades, etc.
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Looking For Wedding Sales Manager

Aouraa Production & Entertainment

  • 4 - 8 yrs
  • 8.0 Lac/Yr
  • Saket Delhi
Email Drafting Client Servicing Relationship Manager Business Correspondence Business Communication Team Management Team Motivation
- Handling wedding-related inquires, convert leads into confirmed business, conduct clients meetings, site visits, prepare tailored proposals, quotations, presentation, negotiating terms, manage contracts efficiently, coordinate with internal team for smooth event execution, maintain strong relationship with clients to ensure repeat business and referrals.
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  • 2 - 7 yrs
  • 10.0 Lac/Yr
  • Netaji Subhash Place Delhi
Customer Relationship Leadership Skills Convincing Power Client Servicing Demat English Language
Equity Advisor BrokingKey Responsibilities: Acquire and manage retail and HNI clients for trading and investment products Maintain long-term client relationships through regular engagement and servicing Execute trades as per client instructions and ensure timely order execution Cross-sell broking products such as Equity, F&O, Mutual Funds, PMS, AIF, etc. Provide market updates, research inputs, and portfolio reviews to clients Ensure KYC, account opening, and documentation compliance Resolve client queries related to trades, margins, and settlements Achieve revenue and client retention targets Generate new client leads for Demat and Trading account openings
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  • 0 - 5 yrs
  • 6.0 Lac/Yr
  • Delhi
Corporate Sales Sales Client Management Inside Sales Client Relationship Outbound Calls
Key Responsibilities Generate and qualify leads through calls, emails, and follow-ups. Handle incoming inquiries and convert them into confirmed bookings. Drive corporate sales with both new and existing clients. Send customized proposals and maintain regular communication with prospects. Ensure timely follow-ups to finalize deals. Maintain strong relationships with existing clients for repeat business. Ensure revenue generation through exhibition space sales. Coordinate with the sales and operations team for smooth client servicing.
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  • 1 - 7 yrs
  • 2.0 Lac/Yr
  • Kirti Nagar Delhi
Communication Skills Basic Computers Microsoft Office Microsoft Excel Direct Sales Customer Relationship Client Servicing Telecalling Customer Service
As a Relationships Manager in our company located in Kirti Nagar, Delhi, you will be responsible for managing and enhancing relationships with clients, stakeholders, and partners. Your key responsibilities will include building strong connections with clients, understanding their needs, and providing them with excellent customer service. You will also be expected to generate new leads, negotiate contracts, and maintain a database of contacts.The ideal candidate for this role should have at least 1-7 years of experience in a similar role and possess excellent communication and interpersonal skills. A high school diploma is required for this position. Additionally, you should be proactive, organized, and have a strong ability to problem-solve and multitask. A successful Relationships Manager will be able to work effectively in a fast-paced environment, meet targets, and contribute to the growth of the business through building and nurturing valuable relationships.
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Hiring For Mutual Fund Sales/client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Female
  • Delhi
Mutual Funds CRM Sales Tracking Lead Management Pipeline Regulatory Framework MS Excel Communications Negotiation Networking Skills Time Management Adaptability
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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  • 5 - 10 yrs
  • Okhla Delhi
Business Statistics Marketing Client Development Relationship Manager
Mega Calibre Enterprises is seeking dynamic and results-driven Business Development / Pre-Sales Executives to support our diverse portfolio of projects across the Renewable Energy / Solar Vertical. Mega is doing roof top Solar EPC work, under PMSGY in multiple states. Further we are working on solar street lights, Solar pumps and rooftop / ground mounted solar plants for Commercial / Institutional customers, including Resco models for private and government clients. The ideal candidate will play a key role in lead generation, client coordination, proposal preparation, and pre-sales documentation to drive business growth and client satisfaction.________________________________________Key Responsibilities Identify and develop new business opportunities across relevant industry segments. Manage full sales cycle in Solar EPC work : from prospecting site visits solution proposal quotation negotiation closure. Cultivate and maintain strong relationships with key stakeholders: corporates, industrial estates, consultants, EPC contractors, DISCOMs, etc. Prepare proposals, quotations, and presentations aligned with client requirements. Work closely with internal teams (engineering, procurement, installation, O&M) to ensure project feasibility and smooth execution. Support pre-sales activities, including client follow-ups and pipeline management. Track market trends, competitor activity, and subsidies/regulatory updates in the solar domain. Provide regular sales pipeline updates, forecast revenue/profit to management, and meet (or exceed) assigned targets. Maintain accurate records of leads, contacts, and conversions in CRM systems. Contribute to revenue growth through proactive outreach and strong client engagement. Represent the company at client meetings, site visits, industry events as needed.Required Skills & Qualifications Bachelors degree in Business, Marketing, or a related field. Technical / Engineering Qualification will be a welcome bonus. Minimum 7+ years of experience in Business Development / Pre-Sales within Solar power EPC work. Strong communication, negotiation, and presentation skills. Experience in proposal preparation, tender documentation, and client servicing. Proficiency in MS Office (Excel, PowerPoint, Word). Knowledge or prior experience in the Solar power domain and experience in government schemes for Solar power / subsides / implementations. Knowledge of government schemes like PMSGY and KUSUM yojana etc. will be preferred. Candidate must be ready to travel (allowance will be given) as the work is spread out over various states. Candidate based in Kolkata will have to cover WB, Bihar, Orissa, Andamans and North East.
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  • 1 - 5 yrs
  • Karol Bagh Delhi
Client Retention Closing Deals Goal-oriented Sales Techniques Customer Relationship Lead Generation Communication Skills Networking Skills Team Collaboration
Are you passionate about sales and technology? Join HiveRift, a fast-growing digital agency offering Web Development, Custom Software, and Digital Marketing Services to clients across industries. What Youll Do: Generate and manage B2B leads Present and promote our services Build strong client relationships Achieve sales targets and grow with us Who You Are: Great communicator with a go-getter attitude 1-3 yrs experience in IT/Digital Sales (Freshers welcome) Motivated, confident & client-focused Location: Karol Bagh, New Delhi Full-time Work from Office Send your resume to Career@HiveRift.comLets grow together and make an impact in the digital world!
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Client Relationship Internet Media
The Online Executive is responsible for managing client relationships and online media presence. This role involves working closely with clients to understand their needs and create effective online marketing strategies. The Online Executive will also be responsible for managing social media accounts, creating engaging content, and analyzing performance metrics to optimize campaigns. Key responsibilities for this role include:- Managing client accounts and relationships- Developing and implementing online marketing strategies- Creating and scheduling social media posts- Monitoring and analyzing campaign performance
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SR Sales Manager

Prosperme Developer Pvt ltd

Sales Real Estate Sales Sales Executive B2B Sales Client Acquisition Business Development Closing Deals Product Knowledge Team Leadership Lead Generation Sales Strategy Revenue Growth CRM Systems Forecasting Customer Retention Market Analysis Client Relationship
Key ResponsibilitiesLead and manage the sales team to achieve monthly, quarterly, and annual sales targets.Develop and implement effective sales strategies to drive property sales and revenue growth.Build and maintain strong relationships with clients, brokers, and channel partners.Identify new business opportunities and expand the customer base.Monitor market trends, competitor activities, and customer preferences to optimize sales approach.Conduct site visits, presentations, and negotiations with potential clients.Ensure timely follow-ups, closing of deals, and proper documentation.Provide training, mentoring, and performance feedback to the sales team.Prepare regular sales reports and present to senior management.Ensure compliance with company policies, pricing structures, and ethical standards.RequirementsBachelors/Masters degree in Business, Marketing, or related field.35 years in sales.Proven track record of achieving and exceeding sales targets.Strong leadership, team management, and negotiation skills.Excellent communication and interpersonal abilities.In-depth knowledge of the real estate market, customer behavior, and channel sales.Proficiency in MS Office.Key Skills:Sales Leadership & Team ManagementBusiness Development & Client AcquisitionNegotiation & Deal ClosureMarket Analysis & Strategy BuildingRelationship Management
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  • 0 - 2 yrs
  • Dwarka Sector 7 Delhi
Client Relationship
Job descriptionClient Relationship Management:Building and maintaining strong relationships with clients or customers Understanding their needs and requirementsCustomer Service:Providing excellent customer service and addressing customer inquiries or concerns Resolving issues and ensuring customer satisfactionSales and Cross-selling:Identifying opportunities to cross-sell or upsell products or services to existing clients Achieving sales targets and contributing to revenue growthCommunication:Effectively communicating with clients through various channels, including in-person meetings, phone calls, and emailsProduct Knowledge:Staying updated on the company's products or services Educating clients on new offerings and benefitsDocumentation:Maintaining accurate and up-to-date records of client interactions Managing necessary paperwork and documentation related to client accountsMarket Research:Keeping abreast of industry trends and market conditions Providing insights and feedback to the organization based on client interactionsRisk Management:Assessing and managing risks associated with client relationships Ensuring compliance with relevant regulations and policiesCollaboration:Collaborating with other departments such as sales, marketing, and operations to meet client needs effectivelyReports and Analysis:Generating reports on client satisfaction, sales performance, and other relevant metrics Analyzing data to identify areas for improvement and growth
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Relationship / Sales Officer Female Candidate Only

Ethics Investor Services Pvt. Ltd.

  • 1 - 3 yrs
  • 5.0 Lac/Yr
  • Netaji Subhash Place Delhi
Mutual Funds Sales Good Communication Skills Client Relationship Microsoft Office 365
Job Summary:We are looking for an enthusiastic Mutual Fund Sales Executive to drive sales of our investment products. You will be responsible for building and managing client relationships, converting sales leads into sales opportunities, and ensuring high levels of customer satisfaction. This is a client-facing role that requires both product knowledge and strong interpersonal skills.Key Responsibilities:Sales & Business Development: Generate new business by promoting mutual fund products to prospective clients.Client Relationship Management: Build and maintain relationships with retail clients.Product Knowledge: Stay updated on various mutual fund products, market trends, and financial planning strategies to provide relevant solutions.Target Achievement: Meet monthly and quarterly sales targets, contributing to the overall growth of the business.Cross-Selling: Offer other financial products like SIPs, STP etc., alongside mutual fund investments.Reporting & Documentation: Maintain accurate client records, reports, and updates on sales activities.Requirements:Experience: 1-3 years of experience in financial products sales (preferably in mutual funds, insurance, or banking).Education: Graduation (B.Com/BBA/Finance preferred). MBA/PGDM is a plus.Skills:Strong communication and negotiation skills.In-depth knowledge of mutual fund products and financial markets.Ability to build and maintain client relationships.Self-motivated with a target-driven mindset.Ability to work in a fast-paced, competitive environment.Certifications: NISM-Series V-A (Mutual Fund Distributor) certification is preferred.Benefits:Competitive Salary with performance-based incentives.Training & Development programs.Growth Opportunities in a fast-growing organization.
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  • 2 - 8 yrs
  • 10.0 Lac/Yr
  • Rani Bagh Delhi
Closing Deals Consultative Selling CRM Software Customer Needs Assessment Sales Metrics Analysis Team Collaboration Lead Generation Problem Solving Sales Strategy Client Relationship Negotiation Presentation Skills Communication
Job Summary:We are looking for a target-driven Sales Agent to promote and sell domestic and international travel packages to corporate and individual clients.Key Responsibilities:* Generate new business through cold calling and networking* Sell travel packages and related services* Build strong client relationships for repeat business* Prepare customized itineraries and quotations* Coordinate with operations and ticketing teams* Achieve monthly & quarterly sales targets* Maintain records in CRM systemRequirements:* Minimum 1 year sales experience (hardcore sales preferred)* Strong communication & negotiation skills* Target-oriented and customer-focused* Ability to work independently and in a team
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Client Relationship Executive (1-3 Years) - Female

Sunbridge Solutions (opc) Private Limited

  • 1 - 3 yrs
  • Nehru Place Delhi
Immigration Consultant Visa Executive Client Relationship Associate Sales Client Management CRM Sales Client Servicing Outbound Calling Client Relationship Visa Consultant
Call & What's App + 91 9650571592 Offer consultation services to prospective clients regarding visa options, assessing their eligibility and suitability for various visa types. Consultations are conducted via email, phone, and in-person meetings.Promote and present immigration services to both existing and potential clients.Identify and approach potential clients to generate leads and drive sales growth.Develop strategic action plans and schedules to define target audiences and estimate outreach volume.Pursue and follow up on new leads and referrals generated through marketing and outreach efforts.Identify potential sales opportunities and initiate contact with qualified prospects.Achieve monthly and quarterly assigned sales targets.
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Good Communication Skills Tally ERP Customer Relationship Manager Client Relationship Customer Service Customer Support Customer Care Walk in
Need a Married Female for Customer Relationship Manager profile for Vikaspuri Delhi.Payment follow-ups & Sales order follow-upsMust be B.com Graduate/M.com GraduateShe must have Knowledge of Tally ERPShe must have good communication skills
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Hiring For Sales Manager – Air Purification/uvgi

JOB24by7 Recruitment Consultancy Services

  • 6 - 12 yrs
  • Delhi
Hvac System Air Purification Indoor Air Quality Technical Sales Solution Selling B2B Sales Commercial Industrial Client Relationship Management MEP Consultant Institutional Corporate Sales Market Development Lead Generation Product Demonstration Technical Presentations Sales Forecasting Reporting Negotiation Deal Closure Strategic Sales Planning CRM Tools Competitive Market Analysis Networking Business Development
We are hiring a driven and technically sound Sales Manager Air Purification/UVGI to lead sales efforts in the Delhi/NCR region. The ideal candidate will have a solid background in HVAC with specialized knowledge in air purification and UVGI (Ultraviolet Germicidal Irradiation) technologies. This role focuses on building strong client relationships, expanding market reach, and consistently achieving sales targets.Key Responsibilities:Promote and sell air purification and UVGI solutions to MEP contractors, corporate clients, consultants, and facility managers.Identify and develop new business opportunities in commercial, industrial, healthcare, and institutional segments.Conduct product presentations, technical discussions, and solution-based selling.Build and maintain strong networks with decision-makers in the HVAC and IAQ (Indoor Air Quality) domain.Work closely with internal technical and application teams to deliver customer-specific solutions.Monitor market trends, competitor activity, and customer needs to adjust strategies accordingly.Provide regular sales forecasts, reports, and updates to senior management.Key Requirements:Bachelor's Degree in Mechanical Engineering (B.E./B.Tech).612 years of HVAC sales experience, preferably with a focus on air purification, UVGI, or indoor air quality solutions.Strong product and application knowledge in UVGI, HEPA/ULPA filtration, and IAQ technologies.Proven track record of achieving or exceeding sales targets.Excellent networking, relationship-building, and communication skills.Ability to work independently and drive results in a competitive market.Familiarity with HVAC consultants, large corporates, and institutional buyers in Delhi/NCR is a strong advantage.
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Hiring For Mutual Fund Sales/Client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Delhi
Sales & Business Development Client Relationship Management Mutual Fund Product Knowledge Negotiation Skills Interpersonal Skills CRM Software Proficiency Regulatory Knowledge Presentations Presentation Skills
We're seeking a results-driven Mutual Fund Sales to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

Wealth Advisor Wealth Advisory Manager Financial Problem Solving Client Relationship Time Management MS Excel Communication
Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST
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