Client Relationship Manager Job Vacancies in Indore

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Qualification: BE/Diploma (Mechanical/Automobile)/ MBA (In Marketing)Experience: 2-3 years (In Marketing)Languages Known: Regional Language & English*Candidate must have experience in Garage Equipment & Car Care Products.Developing sales strategies and plans to achieve sales and profit goals by leading, developing, and motivating sales associatesCollecting customer feedback and providing updates to senior management.Ensuring compliance with all company, state, and federal laws and regulationsUtilizing outbound telephone calls, email communications, and face-to-face meetings with customers to close sales.Developing and sustaining long-term relationships with customers.Collecting customer feedback and market research.

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

APSK Productions is a creative film studio and a casting house catering to top-notch work for bold brands and the entertainment industry. We at APSK, where best of the minds come together to deliver awesomeness. While our design philosophy reflects the society at large, we prefer delivering work that matters. We can be the shark and we can be the shark. We love to morph ourselves into whatever our consumers need us to be to create the wow experience.

Experiance in sales of trading and demat account, mutual funds and client acquisition

Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Reaching out to potential leads through a variety of channels, such as email, phone, text, and social media. Generating leads, making sales calls, continuously updating our CRM database, and meeting sales targets. Handling customer questions, inquiries, and complaints.

Job Title: Client Relationship Executive (Freshers)Company: Mandot SecuritiesLocation: IndoreJob Type: Full-timeJob Description:As a Client Relationship Executive at Mandot Securities, you will be at the forefront of delivering exceptional service to our clients while building lasting relationships. This entry-level position is perfect for individuals eager to kickstart their career in the financial services industry. You will receive comprehensive training and mentorship to excel in this role and grow within the organization.Key Responsibilities:Client Onboarding and Engagement:Assist in the onboarding process for new clients, including account opening procedures and documentation.Welcome clients and provide them with an overview of our services and offerings.Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.Relationship Building:Develop and nurture relationships with clients to understand their financial goals, needs, and preferences.Proactively reach out to clients to provide support, updates, and personalized recommendations.Identify opportunities to deepen client engagement and promote additional services.Administrative Support:Maintain accurate client records and documentation in compliance with regulatory requirements.Assist in preparing reports, presentations, and correspondence for clients and management.Collaborate with internal teams to ensure seamless service delivery and client satisfaction.Market Research and Analysis:Stay informed about market trends, economic developments, and industry insights.Assist senior team members in conducting research and analysis to support client recommendations.Contribute ideas and insights to enhance our service offerings and client experience.

Job descriptions can vary depending on the specific role within a brokerage firm, but here's a general description of some common positions:Stockbroker/Financial Advisor:Responsibilities:Provide financial advice to clients and recommend investment products.Execute trades on behalf of clients.Monitor and analyze market trends.Build and maintain client relationships.Stay informed about financial markets and products.Research Analyst:Responsibilities:Conduct financial research and analysis.Provide insights on market trends and investment opportunities.Prepare reports and presentations for clients and internal use.Stay updated on economic and industry developments.Operations Specialist:Responsibilities:Manage trade settlements and confirmations.Ensure compliance with regulatory requirements.Handle account maintenance and documentation.Collaborate with other departments to facilitate smooth operations.Compliance Officer:Responsibilities:Monitor and enforce compliance with financial regulations.Develop and implement compliance policies and procedures.Conduct internal audits and reviews.Stay informed about changes in regulatory requirements.Customer Service Representative:Responsibilities:Assist clients with account inquiries and problem resolution.Provide information about products and services.Process account transactions and updates.Handle customer inquiries via phone, email, or in-person.Risk Manager:Responsibilities:Identify and assess potential risks to the firm.Develop and implement risk management strategies.Monitor and report on risk exposure.Collaborate with other departments to mitigate risks.

Key Responsibilities:Generate New Business:Identify and cultivate new business opportunities through market research, networking, and lead generation.Develop and maintain a pipeline of prospective clients and actively pursue opportunities to convert leads into sales.Sales Presentations:Conduct engaging presentations to potential clients, clearly articulating the value proposition of our IT solutions.Collaborate with technical teams to tailor presentations to the specific needs of clients.Client Relationship Management:Build and maintain strong, long-lasting relationships with clients by understanding their business objectives and technology requirements.Act as a trusted advisor, providing expert guidance on IT solutions to meet client needs.Proposal Development:Prepare and present detailed proposals that outline the scope, benefits, and costs of proposed solutions.Work closely with the technical and support teams to ensure accurate and realistic proposals.Negotiation and Closing:Negotiate contracts and terms with clients, addressing any concerns or objections.Successfully close deals, ensuring a smooth transition to the implementation and support teams.Market Intelligence:Stay abreast of industry trends, competitors, and emerging technologies to maintain a competitive edge in the market.Qualifications and Skills:Proven experience as a Sales Executive or relevant role in the IT industry.Strong understanding of IT products, services, and solutions.Excellent communication and presentation skills.Proven ability to build and maintain client relationships.Results-driven with a track record of meeting or exceeding sales targets.Bachelor's degree in Business, Marketing, or a related field.Benefits:Competitive salary and commission structure.Health, dental, and vision insurance.Professional development opportunities.Company-sponsored events and team-building activities.

A Client Relationship Manager (CRM) is a professional responsible for building and maintaining positive relationships with clients or customers on behalf of a company or organization. The primary goal of a CRM is to ensure client satisfaction, retention, and loyalty, which ultimately leads to increased business growth and profitability.

Full Job DescriptionWe are looking to hire an experienced Stock broker to join our team who is familiar with all the ins and outs of investment opportunities within the market.A Stockbrokers responsibilities include analyzing stocks, helping clients invest wisely by understanding their needs for different returns on investments or risks involved in each option.Ultimately, you will work directly with clients, educate them on different investment options and oversee the success of their accounts.Role & Responsibilities Provide regular updates to clients regarding the status of their investment portfolios Inform clients of new investment opportunities within the stock market Source new clients through networking and cold calling Make changes in investment strategies based on market conditions Opening Demat account and inculcated Fund Requirements and skills Proven work experience as a Stockbroker or similar role Handling a team Completed all team target Sound knowledge of how financial markets operate Proficient in IT and mathematics The ability to evaluate complex information Strong analytical skills Excellent negotiation skills A bachelors degree in finance, accounting or business is preferredJob Types: Full-timeSalary: 15,000.00 - 40,000.00 per month +IncentiveSupplemental pay types: Commission pay Performance bonus Yearly bonus

Role DescriptionThis is an on-site paid internship role for a Business Development Executive. The Business Development Executive will be responsible for new business development, lead generation, and communication. The Business Development Executive will also need to develop relationships with potential clients and participate in creating effective strategies to achieve the organization's objectives.QualificationsNew Business Development, Lead Generation, and Business skillsGenerating inbound and outbound leads and convert them to paying clientsStrong communication abilities in both written and verbal formatsAbility to build and maintain relationships with potential and current clientsStrong negotiation skills and strategic thinking abilitiesPrevious experience in Business Development, Sales, Marketing or related role would be an advantageMore InformationInternship duration - 3 monthsStipend - 3,000/monthCertificate will be provided Can be converted to full time job offer depending on your performance

Stalwart, we are dedicated to nurturing the aspirations of young minds and guiding them towards a successfulacademic journey. As a leading coaching institute based in Indore, we specialize in preparing students for prestigiousexams such as IIM CAT, IIM IPMAT, and various MBA entrance exams. With a proven record of accomplishment ofexcellence, we have emerged as a trusted destination for quality education and comprehensive exam preparation.We seek an Academic Counselor with the ability to efficiently transform leads into enrolled students. Therole of an Academic Counselor involves furnishing prospects with details and counsel regarding our coachingprograms, course selections, admission prerequisites, fee structure, and the benefits of enrolling at StalwartCareers. The Academic Counselor ensures lead follow-ups and assists students through the admission procedure toensure a seamless transition to our course.Key Responsibility:- Offer one-on-one Counseling to prospective students/ their parents, providing valuable informationabout our courses. Address inquiries, concerns, and objections in a professional and persuasive manner. Efficiently convert potential leads into enrolled students by streamlining the admission process. Building a relationship of trust and respect with students. Responsible for generating leads through calls /emails / in person.Candidates Requirements:- Proven work experience as an Academic Counselor or similar role. Strong Communication and Interpersonal skills. Ability to maintain accurate and updated records concerning student performance. Understanding of institutional policies, procedures, and resources.

Job Responsibilities* Maintaining client relationship* To guide the client about the suitable investment / trading products as per client profile* Meeting individual targets of the opening the online demart account by guiding and supporting the team members.Required Candidates Profile* Good communication skills and convincing power is required.* Self motivated with a result driven approach.* Excellence in sales with positive attitude and team playing ability.Qualification and Experience* 12th Complete, Any graduation, Any post graduation* Only female candidates fresher and experience both can apply * Experience in telecalling, telesales, advisory, broking, algo industry will be added advantages.Salary :- 10,000 to 30,000 Per MonthJob Type :- Full Time

Lead Generation.Follow up with the provided leads.Visit prospected clients.Negotiating all contracts with prospective clients.Help determining pricing schedules for quotes, promotions and negotiations.Preparing daily and weekly reports.Giving sales presentations to a range of prospective clients.

To deliver Lighting Product sales in the Projects business in a division. Lead a team to Engage with various stakeholders like Architects, Structural Consultants, and Civil Construction Companies. Problem identification and consultative selling are quintessential in conversations with these evolved Institutional Clients.Responsibilities:-1. Consistently meet or exceed lead generation targets to create a high-quality sales pipeline.2. Client interaction for campaign reporting and progress.3. Understand customer requirements, comprehend BOQs, and identify existing/ latent needs4. Pitch products and services to the customer as per the identified need5. Generate referrals from various sources like existing customers, influencers, stakeholders, etc.6. Delegate tasks and set deadlines.7. Any other duties and responsibilities, assigned by the company.

Building relationships witch customer, Open Demat Account , Sales financial product online

SoftGrid Computers is hiring for Business Development ExecutiveExperience : 0-4 years or (Freshers)Location : IndoreRequired skills:MUST have an understanding of Online Bidding platforms like Freelancer, upwork, guru and PPH etc.Must have very good communication skills and the ability to handle multiple projects.Proficient in understanding project flow and obtaining the requirements of the clients.Preparing presentations and proposals, and writing details to handover projects to the development team.Must have the ability to complete the project on the given time frame.MBA/PGDM with Specialization in IT/Marketing or BE/B.Tech/BCA/MCA Freshers who wish to grow ahead with the team are welcomed to apply.References are highly appreciated

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.