Client Relationship Manager Job Vacancies in Madhya Pradesh

We are seeking a highly organized, detail-oriented Holiday Package Curator & Reservation Manager to join our travel team. This dual-responsibility role requires a passion for crafting bespoke travel experiences and the technical expertise to execute seamless bookings. You will be entirely responsible for designing, pricing, and booking both domestic and international travel itineraries.Key Responsibilities1. Itinerary Curation & DesignTailor-made Packages: Design unique, end-to-end domestic and international holiday itineraries based on client preferences.Supplier Research: Source, evaluate, and negotiate with local destination management companies (DMCs), hotels, and local guides.Costing & Pricing: Calculate accurate package costs, manage profit margins, and generate competitive client quotes.Trend Analysis: Keep up-to-date with global travel trends, visa changes, and new hot spots to offer fresh travel ideas.2. Reservation & Operations ManagementEnd-to-End Bookings: Handle complete booking files for flights, hotels, resorts, and local taxi/transportation networks.Global Systems: Manage both domestic regional bookings and complex international multi-city transport linkages.GDS & Portal Utilization: Use Global Distribution Systems (GDS) and B2B travel portals for flight and hotel ticketing.Documentation: Issue flight tickets, hotel vouchers, travel insurance, and comprehensive daily itineraries to clients.3. Client Support & CoordinationPre-Travel Briefing: Advise clients on mandatory visa rules, currency guidelines, and country-specific travel protocols.On-Trip Assistance: Act as the primary point of contact to resolve real-time booking changes, flight delays, or emergencies.Required Skills & Qualifications* Experience: Minimum 1 yr

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

We are looking for a dedicated Unit Manager to oversee operations in our Sagar office. The ideal candidate will have between 1 to 7 years of experience and a relevant professional degree.Key Responsibilities:- Team Leadership: Manage and motivate a team to achieve performance goals. This includes setting clear objectives and providing regular feedback to ensure everyone is aligned with company aims.- Operational Oversight: Monitor daily operations and ensure they align with company policies. You will be responsible for maintaining high standards in workflows and processes.- Performance Analysis: Analyze team performance metrics regularly. By studying these metrics, you can identify areas for improvement and implement strategies to increase efficiency.- Customer Relationship Management: Build and maintain strong relationships with clients. This involves addressing any concerns promptly and ensuring a high level of customer satisfaction.- Training and Development: Facilitate training programs for new and existing staff. Ensuring the team is well-equipped with necessary skills is critical for achieving business objectives.Required Skills and Expectations:- Strong leadership and communication skills are essential for guiding the team effectively. - A solid understanding of operational procedures and the ability to implement improvements is needed.- Problem-solving skills are crucial to address challenges proactively.- Proficiency in data analysis and performance management tools will help in making informed decisions.- A professional attitude and the ability to work well under pressure are expected in this role.

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.

We are looking for a dedicated and motivated Business Associate to join our team in Gwalior. This is a part-time work-from-home position suitable for freshers who have completed their 10th grade.Key Responsibilities:- Market Research: Conduct research to understand market trends and customer needs, helping to identify opportunities for growth and improvement.- Customer Interaction: Communicate effectively with customers through various channels to provide support and gather feedback, ensuring a positive experience.- Data Entry: Accurately enter and maintain data related to sales, customer interactions, and market analysis, ensuring the information is organized and up-to-date.- Sales Support: Assist the sales team by preparing reports and presentations, providing necessary information to help them achieve their targets.- General Administrative Tasks: Perform various administrative duties such as scheduling meetings and organizing files, which helps maintain an efficient workflow.Required Skills and Expectations:Candidates should have strong communication skills, as clear interaction with customers is essential. Basic computer knowledge and familiarity with software like Microsoft Office are important for data entry and reporting tasks. A motivated attitude and the ability to work independently are crucial in this part-time role. Additionally, strong analytical skills will help in executing market research effectively. Good time management abilities are also expected, allowing you to balance work responsibilities with personal commitments while meeting deadlines efficiently.

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

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

Key Responsibilities: Plan, organize, and manage all aspects of events including venue selection, budgeting, logistics, and on-site execution. Coordinate with clients to understand their event goals and provide customized solutions. Handle event proposals, presentations, and client pitches. Manage vendor relationships and negotiate contracts. Supervise event staff and ensure seamless on-ground coordination. Monitor event timelines and ensure all deadlines are met. Oversee setup, execution, and teardown of events. Manage event budgets and ensure cost-effectiveness. Handle client feedback and post-event evaluations. Ensure compliance with health, safety, and legal regulations.

Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.

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.

Client Relationship Manager

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

Job Description :Responsibilities:1. Lead Generation:- Identify potential clients through market research, networking, and cold calling.- Build and maintain a robust pipeline of prospective clients.2. Sales Process Management:- Understand client needs and requirements.- Develop and deliver sales presentations and proposals to potential clients.- Negotiate contracts and close sales deals.- Ensure a smooth transition from sales to account management.3. Relationship Building:- Maintain relationships with existing clients to ensure ongoing business.- Develop long-term strategic relationships with key clients.4. Market Analysis:- Monitor industry trends, market conditions, and competitor activities.- Provide feedback to the product development team based on client needs and market insights.5. Sales Reporting:- Maintain accurate records of sales activities and client interactions in the CRM system.- Prepare regular sales reports and forecasts for management.6. Collaboration:- Work closely with the marketing team to create effective sales campaigns and strategies.- Collaborate with other departments to ensure client satisfaction and successful project delivery.#### Requirements:1. Education:- Bachelor's degree in Business Administration, Marketing, or a related field.2. Experience:- Proven experience in sales, business development, or a similar role.- Familiarity with the sales process and CRM software.3. Skills:- Excellent communication and negotiation skills.- Strong analytical and problem-solving abilities.- Ability to work independently and as part of a team.- Proficiency in Microsoft Office and sales software.4. Personal Attributes:- Goal-oriented and self-motivated.- Ability to handle rejection and remain persistent.- Strong organizational and time management skills.@ Benefits :- Competitive salary and commission structure.- Opportunities for career growth and development.

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.

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.- Easily establish relationship with customers and build a rapport.- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.- Is able to instill confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.- Maintenance of highest order of honesty, transparency and integrity in all his actions.

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.

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.