Client Relationship Manager Job Vacancies in Delhi

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.

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.

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

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.

- 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.

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

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.

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.

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.

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.

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

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

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.

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.

Job descriptionYou'll be responsible for :- attending the clients through call assisting them through their Dubai work visa processexplaining the process andenrolling them with the company

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.

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

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.

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.

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.

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

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.