111

Client Relationship Manager Graduate Jobs in Delhi

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  • 1 - 4 yrs
  • 5.0 Lac/Yr
  • New Delhi
Market Analysis Client Relationship Management Sales Strategy Competitive Analysis Negotiation Brand Marketing Pipeline Management Monthly Reports Drawing Knowledge Direct Marketing Retail Sales Marketing Communication Lead Generation Presentation Skills Convincing Power Field Sales Direct Sales Marketing Sales Cold Calling
Note : Only Candidates from Aluminum Formwork Industry should applyWalk in Interview07 May to 09 May 2026Timings : 10 AM to 2 PMLocation:B 162 4th floor Lokvihar near pitampura metro station delhi 34 above Pcube FitnessJob Title: Sales & Marketing Executive (Formwork)Locations: DelhiQualification: B.Tech or Diploma in Civil / Mechanical EngineeringSalary: 30,000 - 40,000 per month (based on interview performance)________________________________________Job SummaryWe are looking for a dynamic and results-driven Sales & Marketing Executive with experience or interest in the formwork/construction industry. The candidate will be responsible for generating leads, building client relationships, and driving sales growth in assigned regions.________________________________________Key Responsibilities Identify and develop new business opportunities in the construction and infrastructure sector Promote formwork solutions to contractors, builders, and developers Build and maintain strong relationships with existing and potential clients Conduct site visits, client meetings, and product presentations Prepare quotations, negotiate terms, and close sales deals Achieve monthly and quarterly sales targets Coordinate with internal teams for order processing and delivery Track market trends, competitor activities, and customer feedback ________________________________________Requirements Technical qualifications must be required Bachelors degree in Marketing, Business, Engineering, or a related field 1-4 years of experience in sales/marketing (experience in construction/formwork is a plus) Strong communication skills Strong negotiation skills Willingness to travel within the assigned city/region Self-motivated, target-oriented, and proactive approach Understanding drawing for required formwork ________________________________________Skills Market analysis Client relationship management Sales strategy Competitive analysis Negotiation Presentation skills Brand marketing Revenue generation Pipeline management Preparing monthly report Drawing knowledge ________________________________________Compensation & Benefits Fixed salary: 30,000 - 40,000 per month (depending on interview performance) Travel allowance (as per company policy) Career growth opportunities
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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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  • 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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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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  • 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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  • 0 - 5 yrs
  • 3.5 Lac/Yr
  • Nehru Place Delhi
b2b Sales Sales Executive Marketing Client Relationship Management
Job Description :candidate have to be positive for industrial sales product. have energetic to build career in sales & Marketing.Selling Industrial Electrical Product to retail Vendor.Generating sales leads.visiting clients personally. selling products and meeting customer needsKEY Skills:Retail Sales,Sales Engineering, Selling Electronic Parts, Electrical Parts, Client Servicing, Selling Products, Or Services Sales Lead Generation Vendor.
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Business Development Manager

Sunshine Manpower Solution And Services

  • 7 - 8 yrs
  • 7.5 Lac/Yr
  • Delhi
Sales & Negotiation Skill Medical Device Industry Knowledge Client Relationship Management CRM & Reporting Tool Knowlwdge Team Collaboration Retail Sales Marketing Communication Lead Generation
Position Business Development Manager Office Location : DelhiRole Overview:We are seeking an experienced Business Development Manager (BDM) with a strong track record in sellingproducts or services to the medical device industry. The ideal candidate will have 7-8 years of experiencein business development, sales, and relationship management, specifically within the medical devicesector. You will be responsible for identifying new business opportunities, building strong clientrelationships, and driving revenue growth.Key Responsibilities:Market Research & Business Development:Conduct detailed market research to identify potential clients within the medical device industry.Client Acquisition & Relationship Management:Build and maintain strong relationships with key decision-makers, including hospitals, clinics, medicaldistributors, and healthcare institutions.Initiate and close sales by preparing and presenting tailored proposals that align with client needs.Nurture existing client relationships to ensure repeat business and client retention.Sales Strategy & Execution:Develop and execute a strategic sales plan to achieve sales targets and company objectives.Meet or exceed quarterly and annual sales goals by closing new business deals and increasing revenue streams.Negotiate and close contracts with a focus on maximizing profitability.Reporting & Performance Analysis:Regularly report on sales activity, pipeline status, and revenue forecasts to senior management.Track and analyze sales metrics to identify areas for improvement in sales strategies and performance.Required Skills & Qualifications:Experience: 7-8 years of relevant experience in business development or sales within the medical device industry.Industry Knowledge: Strong understanding of the medical device sector, including key players, industry trends, and regulatory requirements.Sales Acumen: Proven ability to generate leads, negotiate deals, and close sales with a consultative approach.Relationship Management: Excellent networking and interpersonal skills, with the ability to build and maintain long-term client relationships.Communication Skills: Strong verbal and written communication skills for effective sales presentations, proposals, and negotiations.Goal-Oriented: Self-motivated with a results-driven approach, able to work under pressure and meet deadlines.Prior experience selling high-value medical devices or related healthcare products is highly desirable.
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Regional Sales Manager

Onfinity Technologies

Marketing Institutional Sales Channel Sales Presentation Skills Strong Communications Skills Performance Management Client Relationship Manager Negotiation Sales Planning Customer Focus Educational Sales Education Industry
We are Hiring!!Onfinity Technologies (Interactive Panel Division) is constantly growing and consequently we are in need of young talented people.If you know anyone who would be a good fit for this position and for our company's culture, Experienced sales professionals, please send them our wayThe candidate will be responsible for generating the revenue for the company, visit the client to explain and demonstrate the working and features of interactive panel (one of the educational product), manage payments by client timely and effectively, promote new business and maintain good relations with the existing client.Meets regional sales objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions.Establishes sales objectives by creating a sales plan and quota for districts in support of national objectives.Maintains and expands customer base by building and maintaining rapport with key customers, and identifying new customer opportunities.Ensuring highest level of employees relationship, motivation, & engagement to drive results and high level of customer satisfaction.Promptly responding to customer requests.Preparing budgets and analyzing the market.Identifying and acquiring new customers, as well up-selling to existing customer bases across region.Effectively managing and driving the sales cycle from prospection through to successful closure.Developing & implementing sales strategies and plans to meet revenue goals.Meeting & exceeding sales targets for the assigned territories. Analyzing market trends and competitors activities in the region.Education, ExperienceBachelors degree in business or related field a plusPrevious sales and management experienceExperience using sales tracking software
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Sales Manager (Female)

Talent Zone Consultant

Sales Lead Generation Client Relationship Client Coordination Sales Meetings Sales Coordination
Essential Duties and ResponsibilitiesData Sourcing:Sourcing accurate contact details from online sources like LinkedIn, Fundoodata, andGoogle Search and from offline networks of the decision-makers of events from the HR &Marketing departments of companies in the business of Smartphone, e-commerce, ITProduct, IT Services, FMCG, Pharma, Insurance companies, Banks, Travel & Leisure, Apparelbrands, Airlines, Education institutes, Automobile dealers, Telecom, Jewelers and realestate Maintain the database on the internal templates of the organizationSales Meetings:Preparing for meetings via structured research about the target client. having effectivesales meetings in order to:Understanding the ecosystem of the client.Position dreamcraft as the best choice for the client.Generate requirements for MICE & events from the client.Sales Proposals:Create a proposal based on the client requirements.Co-ordinate with the operations team to generate proposals and prevent P&L.Develop and implement sales strategies to achieve company goals .Sales Conversion:Negotiate win-win deals.Maintain profitability index as per management guidelines.Identify new business opportunities and market trends.Client Coordination:Write emails professionally to record all discussions with the client.Be the interface between the client and the operation team from contract tocompletion of the event.Team Management:Assign sales territories and set performance targets.Monitor team performance and provide feedback.Motivate and mentor team members to achieve sales goals.Train and manage the sales team.Reporting & AnalysisPrepare daily, weekly, and monthly sales reports.Track key performance indicators (KPIs) and suggest improvements.Present sales performance to management.
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Franchisee Development Manager (1-2 Years)

Ecoverix Solutions Private Limited

ESG Frameworks Strong Communication & Client Relationship Skills Especially in Consulting Technical Domains Lean Preferred Training Will BE Provided Willing to Grow Business in Territory Self-driven
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.
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  • 0 - 1 yrs
  • Nehru Place Delhi
Customer Relationship Client Relationship Officer Sales Consultant Customer Service
Having telephonic conversations with prospects and suggesting them for best optionfor Visa-related queries for Canada Australia Germany Swedan Portugal ImmigrationOverseeing all the aspects of the Visa and Immigration Services for Canada & Australia PR Visa and ensuring that the process runs smoothly.Conducting meetings with prospects for Visa related queries and converting them.Converting prospects as client as per their requirements.
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Casa Portfolio Mutual Fund Casa Sales HNI Clients Fd
Must have in casa , mutual fund, portfolio
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Client Relationship Manager

Wv Outsourcing Private Limited

  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Saket Delhi
Good Communication Skills MS-excel Customer Relationship
First Point of Contact: Serve as the primary contact for clients, addressing their inquiries and concerns.Email Communication: Send professional emails to international clients regarding their visa-related inquiries.Visa Option Guidance: Provide clients with tailored visa options based on their individual needs and requirements.Client Follow-ups: Regularly follow up with clients to ensure continuous engagement and timely responses.Document Collection: Gather necessary documents and information from clients to facilitate the visa application process.Client Engagement: Persuade clients to choose and apply for visa services with our company.
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  • 2 - 6 yrs
  • 3.5 Lac/Yr
  • Kirti Nagar Delhi
Customer Relationship Client Servicing Client Coordination Client Relationship Revenue Expansion
1. Developing and maintaining a portfolio of high-value clients.2. Understanding the needs and requirements of clients.3. Trying to build long-standing professional relationships with clients to create a mutually beneficial environment.4. Proposing solutions to a client's problems and implementing them within reasonable timelines.5. Ensuring the timely delivery of products to clients.6. Preparing and presenting regular reports to internal and external stakeholders.7. Revisit and strengthen relationships with existing clients through regular communication and follow-ups.8. Ensure clients place orders consistently by demonstrating the value of our products and services. 9. Maintain detailed records of client interactions, orders, and feedback.10. Provide clients with information and training on new products and services. 11. Provide business advice and custom business growth strategies to help increase clients business.12. Stay informed about industry trends, competitor activities, and market developments to identify growth opportunities and thus generating more sales.
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Good Communication Skills Negotiation Skills Market Knowledge Sales Skills Client Relationship Management Self-Motivation and Discipline Financial Acumen Marketing Service Marketing Real Estate Marketing Real Estate Sales Real Estate Executive
Job Summary:The Freelance Real Estate Agent at NDR Group facilitates property transactions by representing buyers, sellers, landlords, or tenants. The role involves lead generation, marketing properties, negotiating deals, and providing expert market insights, ensuring clients receive outstanding service.Key Responsibilities:Assist clients with buying, selling, or leasing properties, offering market advice.Market properties using digital tools, social media, and open houses.Negotiate contracts, ensuring favorable terms for clients.Generate leads and maintain client relationships.Ensure compliance with all legal and administrative requirements.
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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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