Fresher Client Relationship Manager Jobs

A. Client acquisition and business development- Identify and approach prospective clients through calls, references, meetings, campaigns, and networking.- Explain the benefits of opening a demat and trading account.- Generate leads and convert prospects into active clients.- Achieve monthly targets for account openings, activation, revenue, and client retention.- Promote eligible products and services such as equity delivery, intraday trading, derivatives, mutual funds, and other permitted investment products, subject to the company's registrations and authorisations.B. Client relationship management- Maintain regular contact with clients and understand their service requirements.- Help clients with account opening, KYC documentation, platform access, and basic operational queries.- Provide updates about company services, market developments, and product features using approved information.- Coordinate with the dealing desk, research team, operations, compliance, and customer support.- Handle client complaints promptly and escalate unresolved issues through the prescribed process.C. Revenue generation and retention- Build a sustainable client base with consistent service and transparent communication.- Monitor client activation, trading activity, assets under service, and retention.- Identify opportunities to offer suitable additional services within the company's authorised scope.- Maintain accurate records of client interactions, leads, follow-ups, and conversions in the CRM.

Job Title: Relationship Executive / Relationship ManagerAbout RichHarborRichHarbor is a financial services platform offering solutions across unlisted shares, private markets, life insurance, corporate finance, and capital solutions.## Job Responsibilities- Build and maintain strong relationships with clients, financial professionals, and business partners.- Identify new business opportunities through calls, referrals, networking, and follow-ups.- Schedule and attend client meetings, partner meetings, and business development meetings to generate new business.- Conduct face-to-face meetings with prospective clients, bankers, wealth managers, and other financial professionals.- Understand client requirements and recommend suitable financial solutions.- Follow up with prospective clients and convert leads into business opportunities.- Coordinate with internal teams for quotations, documentation, transactions, and client servicing.- Maintain accurate client records, meeting updates, sales reports, and follow-ups in the CRM or company sheet.- Achieve assigned business development and relationship management targets.## Requirements- 2-5 years of experience in sales, relationship management, business development, banking, insurance, or financial services.- Excellent communication, interpersonal, and negotiation skills.- Ability to build client relationships and generate business.- Willingness to travel locally for client and partner meetings, as required.- Basic knowledge of financial products, banking, or insurance is preferred.- Comfortable with calling, follow-ups, face-to-face meetings, and working in a target-driven environment.- Proficiency in MS Excel and basic computer applications.## What We Offer- Competitive salary based on experience.- Performance-based incentives, where applicable.- Exposure to financial services and wealth management solutions.- Career growth opportunities in a growing financial services company.Location: Gurugram, HaryanaJob Type: Full-Time Work From OfficeExperience: 2-5 YearsSalary: Depending on experience and skills.Interested candidates can apply with their updated CV.

As a Guest Service Assistant, you will play a vital role in ensuring a welcoming and pleasant experience for our guests.Your key responsibilities will include greeting and assisting guests with their check-ins and handling reservations. You will be responsible for addressing inquiries and providing essential information about services and available amenities. Additionally, you will handle guest complaints with professionalism, ensuring a positive experience for all visitors.The ideal candidate should possess strong communication and interpersonal skills to interact effectively with guests. A friendly attitude and the ability to maintain a professional demeanor in all situations are essential. Attention to detail and problem-solving skills will enable you to address guest concerns promptly. Your role will also require you to be comfortable working in a fast-paced environment.As a full-time position based in Mohali Sector 67, you will be required to work from the office. A minimum educational qualification of 12th pass is essential. This role is open exclusively to female candidates, and no prior experience is required, making it a great opportunity for those beginning their careers in hospitality. In summary, as a Guest Service Assistant, you will be key to creating memorable experiences for guests, ensuring that their needs are met with care and efficiency.

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.

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.

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)

We are looking for a confident, well-spoken, and professional Female Client Relationship Manager to join our real estate office in Greater Noida. In this role, you will act as the first point of contact for clients, manage property inquiries, qualify leads, and coordinate site visits.

We are looking for a motivated Business Development Executive to promote and sell S&N Enterprise's cleaning and hygiene products. The role involves visiting retailers, distributors, hotels, restaurants, hospitals, and other businesses to generate new orders, build long-term customer relationships, and achieve monthly sales targets. Candidates should have good communication skills, a positive attitude, and a willingness to travel for field sales.

Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.

As a Client Relationship Manager, you will play a vital role in maintaining and enhancing relationships with our clients. Your primary responsibility will be to ensure a high level of customer satisfaction and service. Key Responsibilities:- Manage Client Accounts: Serve as the main point of contact for clients, addressing their queries and providing assistance to build trust and rapport.- Monitor Client Satisfaction: Regularly check in with clients to understand their needs and concerns, ensuring they feel valued and heard.- Coordinate Communication: Facilitate effective communication between clients and internal teams, ensuring that client expectations are clearly understood and met.- Provide Product Support: Assist clients in understanding our products and services, making sure they can utilize them to their fullest potential.- Gather Feedback: Collect and report client feedback to help improve services and address any areas of concern.Required Skills and Expectations:- Candidates should be female, with a minimum education of 12th grade. - Strong communication skills are essential for effective interaction with clients and internal teams.- A customer-oriented mindset is important, with an eagerness to help clients and resolve issues quickly.- Basic computer skills and familiarity with office software will help in managing client data and communication efficiently.- Ideal candidates will be proactive, detail-oriented, and possess good organizational skills to manage multiple client accounts effectively.- Previous experience in customer service or related roles is a plus, but not mandatory; candidates with a passion for client relations are encouraged to apply.

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

Typical responsibilities include:Visiting farmers, dairy farms, and feed dealers to promote cattle feed products.Meeting monthly or quarterly sales targets.Finding new customers and expanding sales in assigned territories.Explaining the nutritional benefits and proper use of cattle feed.Collecting market information on competitors, pricing, and customer needs.Coordinating with distributors and ensuring product availability.Collecting payments and maintaining customer records.Preparing daily sales reports and sharing them with the sales manager.Common qualifications:Bachelor's degree in agriculture, animal husbandry, veterinary science, business, or a related field (requirements vary by employer).Good communication and negotiation skills.Basic knowledge of dairy farming and cattle nutrition is often preferred.Ability to travel frequently within the assigned area.A valid driving license is commonly required.

As a Loan Advisor, you will assist clients in understanding and securing various loan products. Your role is crucial in helping individuals and businesses find the right financial solutions to meet their needs. Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and provide tailored loan options that suit their situations.- Loan Product Knowledge: Stay informed about different loan products, including personal, home, and business loans, to effectively guide clients in their decisions.- Loan Application Assistance: Help clients fill out loan applications accurately, ensuring they understand required documentation and the application process.- Research and Analysis: Analyze market trends and lending policies to recommend the best options available for clients.- Follow-Up Communication: Maintain consistent communication with clients throughout the loan process to keep them informed and address any questions or concerns.Required Skills and Expectations:- A high school diploma is required, and any additional financial or sales training is a plus.- Strong communication skills are essential for explaining complex loan details in a simple manner.- Good analytical skills to assess clients financial situations and provide appropriate advice.- Ability to work collaboratively in a team environment while also being self-motivated.- A positive attitude and customer-focused mindset, with a willingness to learn and grow in the role. You should be ready to work full time from our office in Sector 4. Experience is not mandatory, but enthusiasm and eagerness to learn are essential.

Key Responsibilities:Handle inbound and outbound customer callsFollow up with customers for policy renewalsProvide motor insurance quotations from leading insurers (Tata,HDFC,ICICI,)Explain policy features, benefits, and exclusionsAssist customers with basic claim support and coordinationMaintain customer database and follow-up recordsEnsure high customer satisfaction and retentionRequired Skills:Strong communication skills in Tamil (mandatory) and basic EnglishGood customer handling and relationship management skillsBasic knowledge of Motor insurance Ability to convince and handle objectionsGood follow-up and time management skills

- Build, maintain, and manage a structured database of prospective and active suppliers interested in joining Ride.Rent.- Reach out to suppliers via phone, email, and chat to introduce and explain our products, services, and value proposition.- Educate suppliers on how the platform works, the benefits of joining, commercial terms, and the onboarding process.- Consistently follow up to nurture leads and convert them into active, onboarded suppliers.- Plan and run supplier acquisition campaigns across all Indian states to attract and onboard new suppliers.- Track outreach activity, conversion rates, and pipeline health; maintain accurate records and report on key acquisition metrics.- Coordinate with internal teams (operations, marketing, product) to improve the onboarding experience and remove blockers.- Gather supplier feedback and regional market insights to refine the acquisition strategy state by state.

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