Client Relationship Jobs

Location: GoaJob Type: Full-timePay: 15,000.00 - 20,000.00 per monthAbout the Role:We are looking for a Goa-based Client Relationship Associate to join the Kalakriti and Orbit Decor. In this role, you will act as a primary point of contact for our hospitality clients across Goa, including hotels, resorts, and restaurants. You will showcase our product ranges, understand client requirements, and coordinate orders from initial enquiry through to completion.Key Responsibilities:Identify and connect with potential hospitality clients (hotels, resorts, restaurants, and cafes) across Goa.Schedule and conduct product presentation meetings with purchase managers, general managers, and key decision-makers.Present product lines from Kalakriti, including ceramic, glassware, and studio pottery collections (tableware, serveware, drinkware, and dcor).Present product lines from Orbit Decor, including banquet linen, table linen, bed & bath linen, and soft furnishings.Prepare and share quotations, follow up on incoming enquiries, and assist clients through the ordering process.Maintain organized records of client interactions, meeting outcomes, and account status.Required Skills & Experience:Prior experience in B2B client management, business development, or hospitality account handling.Good understanding of the hospitality sector and client purchasing workflows.Strong communication, presentation, and interpersonal skills.Willingness to travel locally within Goa for scheduled client visits.How to Apply:Please apply with your updated CV, indicating your current location and availability to join.Work Location: In person (Goa)

Job Title: Sales - Key Account Manager Location: AhmedabadPosition Type: Full TimeJob Summary: The Key Account Manager is responsible for developing and maintaining strong relationship with Key Account (Corporate) clients. Driving customer satisfaction and ensuring the delivery of exceptional service. This role involves sales, collaboration and account growth with various key accounts.KRA: Client Relationship Management: Generate, Develop and Maintain relationship with key client s, serving as their primary point of contact and addressing their needs and concerns promptly. Account Strategy: Create and implement strategic plans for each key account to ensure their long term success and satisfaction with the Company's goal. Sales Growth: Identify and purse opportunities to expand business with key account including up selling and cross selling additional offering to key account. Performance Tracking: Monitor and report on account performance, analysing metric and KPI to ensure goals are met and address any issues or opportunities for improvement. Coordination and collaboration: Work closely with internal teams such as sales, clinical as well backend team to ensure a cohesive approach to meeting client needs. Problem Resolution: Address and resolve any issues or conflicts that arise with key accounts, ensuring a positive resolution and mainlining customer satisfaction. Market insight: Stay informed about industry trends, market conditions and competitors to provide relevant information and insights.Qualification: Education: Bachelor's Degree desired and Master's degree preferred. Experience: Proven Experience as a Key Account Manager with track record of managing key accounts and achieving sales targets (3 years +), Preferred industry: Diagnostics and laboratory business experience is preferred / Pharma OR other industry relevant experience is also acceptable.Skills : Strong interpersonal and communication skills , strategic mindset , self motivated and result driven Salary: 6 lac per annum + Incentive Share your CV/resume 9319808242 or mail aicsconsultancy16@gmail.com

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

A Business Associate is a versatile professional who serves as the backbone of an organisation's day-to-day operations, project coordination, and growth strategies. Because this role exists across multiple departments-such as operations, sales, finance, and product management-the specific duties can vary.The Business Associate will support various business units by tracking project milestones, managing stakeholder communications, and analysing operational data. This role requires a highly organised individual who can seamlessly bridge the gap between administrative management and strategic planning. The ideal candidate is a proactive problem-solver capable of managing multiple priorities in a fast-paced environment.

We are looking for a dedicated Business Associate to join our team in Bhubaneswar. This entry-level position is ideal for individuals who have recently completed their 12th grade and are eager to start their career in a dynamic environment.nnKey Responsibilities:nn- Client Interaction: Engage with clients to understand their needs and provide necessary support, enhancing customer satisfaction.n- Data Management: Organize and maintain data records efficiently, ensuring accuracy for tracking and reporting purposes.n- Report Preparation: Assist in preparing reports based on collected data, contributing to informed decision-making processes within the team.n- Team Collaboration: Work alongside team members to achieve targets and support ongoing projects, fostering a cooperative work atmosphere.nnRequired Skills and Expectations:nnCandidates should possess strong communication skills to interact effectively with clients and team members. An organizational mindset is essential for managing data and preparing reports accurately. Attention to detail is crucial to ensure high-quality work output. A positive attitude and willingness to learn are highly valued, as this role offers a great opportunity for personal and professional development. This is a full-time position where you will need to work from the office, so being punctual and reliable is expected. If you are motivated and ready to take on new challenges, we encourage you to apply.

Role: Sales Head - Hospitality SalesExperience: 10+ YearsLocation: Prabhadevi - MumbaiKey Responsibilities:A. Hospitality & Large Project Business Development1.Build and develop the Hospitality & Large Projects business vertical.2.Identify and generate new business opportunities across hotels, hospitals, co-working spaces, malls, villas, resorts and commercial developments.3.Acquire high-value new clients and build relationships with hotel groups and corporate decision-makers.B. Revenue Generation & Project Conversion1.Drive sales and revenue targets for the Hospitality & Large Projects vertical.2.Convert qualified opportunities into profitable interior, fit-out and turnkey projects.3.Lead proposals, negotiations and commercial discussions through to closure.C. Sales Team Building & Leadership1.Initially operate as a hands-on individual contributor and build the business vertical from the ground up.2.Develop and manage a team of approximately 2-3 Sales Managers / Business Development Executives as the business grows.3.Set team-wise sales and pipeline targets.4.Establish structured sales processes, CRM discipline and reporting mechanisms.

Senior Executive / Assistant Manager - SalesLocation: BangaloreExperience: 4-5 YearsIndustry: Logistics / Freight ForwardingWe are hiring a Sales professional with strong experience in logistics and freight forwarding to drive business development and client acquisition in Bangalore.Key ResponsibilitiesGenerate new business through field sales and client visits.Develop and maintain relationships with importers and exporters.Handle Air Import, Air Export, Sea Import & Sea Export services.Generate leads, negotiate with clients, and achieve sales targets.Coordinate with internal teams for smooth shipment execution and customer service.RequirementsGraduate with 4-5 years of relevant Logistics/Freight Forwarding sales experience.Strong knowledge of Air & Sea Import/Export.Established importer/exporter client base in Bangalore preferred.Kannada & English mandatory; Tamil/Hindi is an advantage.Immediate joiners or short notice preferred.

Client Acquisition ExecutiveCompany: Phoenix Financial ServicesLocation: Vijay Nagar, IndoreExperience: Fresher's / 0-2 YearsEmployment Type: Full-TimeSalary: 12,000-30,000 + Performance IncentivesAbout the RolePhoenix Financial Services is looking for enthusiastic and confident Client Acquisition Executives to join our team.The role involves connecting with potential clients over the phone, understanding their requirements, explaining the company's stock-market advisory services, and assisting in client on boarding.Key ResponsibilitiesMake outbound calls to prospective and existing clients.Explain the company's stock-market advisory services and offerings clearly.Understand client requirements and communicate relevant service information.Follow up with interested prospects and maintain regular communication.Assist in converting qualified leads into clients.Maintain accurate records of calls, follow-ups, and client interactions.Coordinate with the internal team for client onboarding and service-related requirements.Achieve assigned calling and performance targets.Follow company policies and applicable compliance requirements while communicating with clients.RequirementsFreshers are welcome to apply.Graduate in any discipline preferred.Good communication and interpersonal skills.Comfortable speaking with customers over the phone.Basic knowledge or interest in the stock market/financial services is an advantage.Positive attitude, confidence, and willingness to learn.Target-oriented and self-motivated.What We OfferSalary: 12,000-30,000 per monthPerformance-based incentivesTraining and guidance for fresher'sOpportunity to develop communication, sales, and financial-services knowledgeCareer growth opportunitiesFull-time position at our Vijay Nagar, Indore officeInterested candidates can contact:Palak - HR, Phoenix Financial Serviceshr.phoenixfinancialservices@gmail.com

Job Description - Sales & Marketing ExecutiveIndustry: Corporate Gifting & Customized MementosDepartment: Sales & MarketingPosition: Sales & Marketing ExecutiveEmployment Type: Full-TimeRoles & ResponsibilitiesIdentify and generate new business opportunities from corporate companies, institutions, event management companies, associations, educational institutions, government organizations, and other potential customers.Approach prospective clients through telephone calls, emails, WhatsApp, direct meetings, references, networking, and other business development activities.Understand customers' requirements for corporate gifts, customized mementos, trophies, awards, promotional products, and personalized gifting solutions.Present appropriate products, designs, customization options, and pricing based on client requirements.Prepare quotations and proposals and regularly follow up with customers for order confirmation.Coordinate with the design and production teams regarding artwork, samples, product specifications, customization, quantities, and delivery schedules.Maintain regular communication with existing customers and develop long-term business relationships.Generate repeat orders from existing corporate clients.Conduct client meetings and product presentations when required.Follow up on sales enquiries, quotations, samples, purchase orders, payments, and deliveries.Maintain proper records of enquiries, quotations, customer interactions, orders, and sales follow-ups.Identify new market opportunities and develop strategies to increase corporate sales.Participate in exhibitions, corporate events, trade fairs, networking events, and promotional activities when required.Collect customer feedback and coordinate internally to ensure customer satisfaction.Achieve monthly, quarterly, and annual sales targets assigned by the management.Monitor competitor products, market trends, pricing, and customer requirements.Build and maintain a strong database of potential and existing corporate customers.Candidate RequirementsGraduate or equivalent qualification.Previous experience in Corporate Sales, B2B Sales, Corporate Gifting, Promotional Products, Printing, Advertising, Events, Awards & Mementos, or related industries will be preferred.Freshers with good communication and sales skills may also be considered.Good communication, presentation, negotiation, and interpersonal skills.Ability to understand customer requirements and recommend suitable customized products.Strong follow-up and relationship-management skills.Basic knowledge of MS Office, email communication, WhatsApp Business, and CRM/customer database management.Self-motivated, target-oriented, and capable of working independently.Willingness to meet clients and travel locally for business development when required.Key SkillsCorporate Sales B2B Sales Business Development Lead Generation Client Relationship Management Corporate Gifting Customized Mementos Negotiation Customer Follow-up Sales Closing Marketing Client MeetingsKey Performance Indicators (KPIs)Performance will primarily be evaluated based on:Number of new corporate leads generatedNumber of client meetings conductedQuotations and proposals submittedSales conversion ratioMonthly sales revenueNew corporate customers acquiredRepeat business from existing customersCollection/payment follow-upCustomer satisfaction and retention

We are looking for a Corporate Relations Executive to build and maintain strong relationships with companies and hiring partners. The role involves connecting with organizations to identify job openings and creating employment opportunities for our students.Key Responsibilities:Build and maintain relationships with companies and corporate hiring partners.Contact companies regularly to understand their current and upcoming hiring requirements.Identify and generate relevant job openings for students and candidates.Coordinate with HR teams and recruiters regarding vacancies and recruitment requirements.Share suitable candidate profiles with companies based on their requirements.Coordinate interviews, recruitment drives, and other hiring activities.Maintain regular communication and follow-ups with corporate clients.Develop new corporate connections and expand the institute's hiring network.Maintain records of companies, job openings, and recruitment activities.Coordinate internally with the placement team to ensure smooth candidate-company communication.Requirements:Good communication and interpersonal skills.Confident in speaking with HRs, recruiters, and corporate representatives.Strong follow-up and relationship-building skills.Basic knowledge of recruitment and hiring processes.Ability to communicate professionally through calls, emails, and WhatsApp.Freshers with good communication skills can also apply.Preferred Experience:0-2 years in Corporate Relations, Business Development, Recruitment, Client Relations, Placement, or a similar role.Key Objective:To develop strong corporate relationships and consistently bring relevant job opportunities and hiring requirements for the institute's students.

Job Description - Frontline Sales ExecutiveOrganization: Dainik BhaskarDepartment: Ad SalesLocation: KotaRole PurposeTo drive advertising revenue through space selling, develop new business opportunities, andincrease market share in the assigned category and region.Key Responsibilities Achieve sales revenue targets as per AOP through effective ad space selling. Identify and develop new business opportunities from untapped market segments. Increase market share and ad volume in assigned categories/territory. Build strong relationships with advertisers, ad agencies, media planners/buyers, anddigital agencies. Track market trends, competitor pricing, and activities to support sales growth. Ensure smooth execution and maintain service quality standards.Desired Candidate Profile Experience in Media / Telecom / Insurance / Banking / FMCG sales. Good understanding of market trends and competitive landscape. Strong negotiation and communication skills. Result-oriented, proactive, and able to work in a target-driven environment. Team player with the ability to take initiative and handle challenges.Preferred Qualification Graduate / MBA preferred Prior experience in media/ad sales will be an advantage

CRM Executive OpportunityWork profile: Telecalling & client acquisition CRM handling & follow-up KYC assistance Bank Account Opening Demat Account Credit Card Loan & Banking Consultancy Customer support & documentationInterested candidates contact karein for more details.

Customer Relationship ExecutiveLocation: JaipurJob Type: Full-Time On-SiteExperience: 0-2 YearsIndustry: BFSI / Stock Broking / FintechCompany OverviewRight Flair helps investors trade smarter and invest better by providing clear guidance and practical services across their investment journey. From demat and trading account setup to mutual funds and insurance, we support clients in building and protecting their wealth.We focus on simplifying financial decisions so clients can invest with confidence. Trust, transparency, and long-term client relationships are at the heart of our approach.Job SummaryWe are looking for an organized, proactive, and client-focused *Operations & Customer Relationship Executive* to manage day-to-day client operations and relationship activities.The role will act as a bridge between clients and the trading/operations teams. The candidate will be responsible for onboarding new investors, activating existing clients, assisting customers with account-related queries, resolving service issues, maintaining accurate client records, and supporting lead conversion activities.This role involves regular client communication, follow-ups, outbound calling, and tracking activation/conversion targets.Key Responsibilities* Call and engage with existing clients to encourage regular trading and investment activity.* Onboard new customers and guide them through KYC, demat, and trading account opening processes.* Assist customers in understanding and navigating the trading application.* Follow up with leads generated through marketing and targeted campaigns and convert them into active accounts.* Maintain and regularly update client records in *Excel/CRM*, including call logs, activation status, follow-ups, and customer information.* Handle client queries and escalations and coordinate with relevant teams for timely resolution.* Coordinate onboarding and activation activities with Sales, Compliance, Operations, and Back-Office teams.* Track daily and weekly calling, activation, and conversion numbers and share regular reports with management.* Ensure client documentation and records are complete, accurate, updated, and compliant with internal processes.* Support account-related queries such as fund transfers, account statements, password resets, KYC updates, and other service requests.* Maintain professional communication with clients and contribute to a positive customer experience.* Follow company policies and applicable compliance requirements while handling client information and documentation.Requirements & QualificationsEducation* Graduate in any discipline.* Commerce, Finance, Economics, or related background will be preferred.Experience* 0-2 years of experience in operations, back-office, customer service, client servicing, or relationship management.* Experience in *BFSI, stock broking, fintech, banking, or financial services* will be an advantage.* Freshers with strong communication, organizational, and customer-handling skills are welcome.Required Skills* Good verbal and written communication skills.* Comfortable with outbound calling, client follow-ups, and target-based activities.* Working knowledge of MS Excel, including data entry, sorting, filtering, and basic formulas.* Familiarity with CRM tools and maintaining customer records.* Basic understanding of KYC, demat accounts, trading accounts, and investment processes.* Strong attention to detail and documentation skills.* Good problem-solving and coordination abilities.* Ability to handle multiple tasks and customer escalations calmly and professionally.* Willingness to work in a full-time, on-site role in Jaipur.Nice to Have* Experience using trading platforms such as Zerodha, Groww, Angel One, Upstox, or similar platforms.* Basic knowledge of equity markets, mutual funds, or other investment products.* NISM certification or equivalent certification.* Previous experience handling client activation or conversion targets.Key Performance Indicators (KPIs)The selected candidate may be evaluated based on:* Client activation rate* Lead-to-account conversion* Calling and follow-up activity* Customer query resolution time* Client onboarding completion* Accuracy of CRM/Excel records* Documentation and process compliance* Customer service qualityWhy Join Right Flair?* Opportunity to build a career in the *BFSI and investment services industry*.* Exposure to client relationship management, investment operations, and financial products.* Opportunity to develop skills in customer success, operations, and financial services.* Dynamic and learning-oriented work environment.Interested candidates can apply with their updated resume.

* Handle and maintain strong relationships with clients and business partners.* Communicate with clients and partners regularly to understand their requirements.* Conduct regular follow-ups with clients, partners, and leads.* Travel for client/partner meetings, business visits, and field work as required.* Arrange and attend face-to-face meetings with partners and clients.* Communicate directly with students, understand their queries, and provide appropriate guidance.* Coordinate between students, partners, clients, and the internal team.* Develop new partner/client relationships and maintain existing ones.* Follow up on leads and ensure timely completion of pending requirements.* Maintain records of meetings, visits, follow-ups, and business activities.* Submit regular updates and reports to the management regarding visits, meetings, follow-ups, and progress.Office work

Key Responsibilities 1. Field Sales & Revenue GrowthAchieve assigned monthly, quarterly, and annual sales targets.Conduct regular field visits to retailers, dealers, distributors, and potential customers.Generate new business opportunities and convert prospects into active customers.Drive sales of company products across the assigned territory.Identify opportunities to increase sales from existing customers.Follow up on inquiries, orders, quotations, and pending payments wherever applicable.Ensure timely order booking and execution.

Handle client queries and complaints. Ensure customer satisfaction through after-sales service. Maintain regular client communication and collect feedback. Coordinate with clients from order placement to payment collection. Provide product/service information and resolve issues promptly Handle client queries and complaints.

Responsibilities: Act as the primary point of contact for assigned clients. Understand client requirements and provide suitable event solutions. Coordinate with internal teams and vendors to ensure smooth event execution. Prepare proposals, quotations, presentations, and event briefs. Build long-term client relationships through regular follow-ups and exceptional service. Handle client queries, feedback, and concerns professionally. Monitor project timelines and ensure timely delivery of commitments. Identify opportunities for upselling and repeat business. Attend client meetings, site visits, and event executions as required. Maintain accurate records of client interactions and project updates. What We Are Looking For: Bachelor's degree in any discipline. 2-4 years of experience in Client Servicing, Sales, Event Management, Advertising, Hospitality, Customer Success, or a similar client-facing role. Excellent communication, negotiation, and relationship management skills. Strong organizational, multitasking, and problem-solving abilities. Willingness to travel for client meetings and event executions. Proficiency in MS Office is an added advantage.Why Join Us? Work directly with the Founder and gain hands-on mentorship. Lead high-impact projects with leading corporate and social event clients. Accelerated career growth in a fast-paced, entrepreneurial environment. High ownership, autonomy, and opportunities to make a real business impact. Collaborative culture with performance-driven rewards and learning opportunities.

We are looking for a dedicated Client Relationship Manager to build and maintain strong relationships with our clients. The ideal candidate will have 1 to 3 years of experience and will work full-time in our Delhi NCR office.Key Responsibilities:- Client Communication: You will serve as the main point of contact for clients, ensuring timely and effective communication to address any queries or concerns.- Relationship Building: Your role involves fostering strong relationships with clients to enhance their overall satisfaction and loyalty to our services.- Account Management: You will manage client accounts, understanding their needs and tailoring solutions to meet their objectives effectively.- Feedback Collection: Regularly gather feedback from clients to identify areas for improvement and help the team enhance service delivery.- Reporting: Prepare reports outlining client interactions, issues, and resolutions to keep the management informed and improve processes.Required Skills and Expectations:- Strong communication skills are essential for engaging with clients and understanding their needs effectively.- Excellent interpersonal skills to build rapport and maintain positive relationships with clients and team members.- Problem-solving skills are necessary to address client issues and provide timely solutions.- Proficiency in using CRM software and MS Office tools to manage client data and prepare reports.- A professional demeanor and the ability to work independently in a team-oriented environment.- A proactive approach with a willingness to learn and adapt to new challenges in the role.

Job Summary We are seeking a dynamic and results-oriented Resident Sales Engineer to join us in the Pune region. The successful candidate will be responsible for promoting and selling our products and services, and ensuring customer satisfaction. The role requires a sales acumen expertise to effectively address customer needs and drive business growth. Key Responsibilities Sales Activities: Identify and pursue new business opportunities for Welding Equipments, Accessories and Spares within the Pune region. Conduct Presentations and Demonstration as necessary. Develop and execute strategic sales plans to meet revenue targets and expand the customer base. This requires extensive field travelling in Pune and surrounding region. Customer Relationship Management: Build and maintain strong relationships with existing and potential customers. Understand their needs, provide tailored welding solutions, and ensure high levels of customer satisfaction. Market Analysis: Conduct market research to identify trends, competitors, and opportunities. Provide insights and recommendations to improve sales strategies and product offerings. Reporting: Prepare and submit regular sales reports, forecasts, and performance metrics to the General Manager at head office. Compliance: Ensure adherence to company policies, industry regulations, and safety standards during all sales and service activities. Qualifications Educational Background: Bachelor's degree OR Diploma in any field. Acumen of Sales and Marketing Activities Experience: Minimum of 2 years of experience in sales preferably (industrial sales). Industry Knowledge: Have a fair understanding of geography of the region and identify potential customer. Technical Skills: Strong technical knowledge of industrial products and services. Proficiency in using CRM software and sales tools. Communication Skills: Excellent verbal and written communication skills in English, Hindi and Marathi. Ability to convey technical information clearly and persuasively. Customer Focus: Demonstrated ability to understand customer needs and provide effective solutions. Strong interpersonal skills and a customer-centric approach. Self-Motivation: Highly motivated and driven to achieve sales targets. Ability to work independently and as part of a team. Travel: Willingness to travel within the Pune and nearby regions to meet customers and attend industry events. Benefits Competitive salary and performance-based incentives. Professional development and training opportunities. Company-provided transportation or travel allowance. Supportive and collaborative work environment.

Position Overview We are seeking a dynamic and enthusiastic Business Development Executive to join our team for field sales of industrial chemicals and lubricants across Maharashtra. The ideal candidate will have a passion for sales, an understanding of industrial applications, and a proven track record in industrial sales. Key Responsibilities Identify and target potential clients in the industrial sector for industrial maintenance chemicals and lubricants. Develop and maintain relationships with existing clients, ensuring high levels of client satisfaction. Prepare and deliver presentations, demonstration to clients, highlighting the benefits and applications of our products. Negotiate sales contracts and close deals to meet and exceed sales targets. Provide technical support and advice to clients regarding the use of our products in their applications. Prepare regular reports on sales activities, market trends, and client feedback. Travel extensively across Maharashtra to meet clients and conduct sales activities. Requirements Bachelors degree in any stream. Minimum of 1-2 years of experience in industrial sales, preferably in lubricants. Acumen of Sales and Marketing Activities Strong understanding of industrial applications and the ability to provide technical advice. Excellent communication and interpersonal skills. Strong negotiation and closing skills. Ability to travel extensively across Maharashtra. Self-motivated, with a dedication and zeal for sales. Incentives Attractive incentive structure based on sales performance. Opportunities for career growth and development within the company. Comprehensive training and support provided.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.