Customer Accounts Manager Job Vacancies in Gurgaon

Key Responsibilities:** Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.)* Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups.* Update and manage CRM systems, Excel sheets, and other reporting tools.* Assist in transaction processing for mutual funds, insurance, and demat services.* Ensure compliance with SEBI/IRDA/AMFI regulations.* Prepare MIS reports and summaries for management.* Handle customer service backend tasks like updating details, resolving queries (non-voice).* Manage filing, scanning, and digital record keeping.Required Skills & Qualifications:** Graduate in Commerce, Finance, or related field.* Minimum 1 year of experience in financial operations/back office (freshers with good skills can apply).* Strong knowledge of MS Excel, email drafting, and CRM usage.* Basic understanding of financial products like mutual funds, insurance, SIP, Demat etc.* Good communication and coordination skills.Key Traits We Value:** Accuracy & attention to detail* Discipline & time management* Trustworthiness & data confidentiality* Team player attitudeOffice Timing Monday to Saturday (9:30 to 6:00)

Position Title: Executive/ Assistant Manager- KAM Department: Marketing Location: GurgaonDesignation: Executive/ Assistant Manager- KAM Superior Job holder: Marketing HeadPosition Grade: C5,C4 No. of Subordinates: Role Purpose Statement:The incumbent would be responsible for attending customer calls, creating & managing new institutional/large customers Managing and increasing share of business of existing customers.Main Accountabilities: Drive CRM Strategy aimed at encouraging Client retention and loyalty. To track and note every customer, to collect data. Analyse every customer business growth monthly and yearly Targeting and acquiring competitors customers. Winning/ regaining-back lost customers. Maximizing customer lifetime value strategies. Customers data compilation Creating pipeline of new customers, cold calling, arranging appointment for meeting. Responsible for fist level negotiation. Responsible for customer service of Key accounts. Answer Inbound Customer Service Call as well as Key Customers who have specific queries. Developing and managing new Key Accounts. Attending RFQ/ customer call, customer complaints etc.. Prepare report and MIS as per required format on daily basis. Take care of concerns raised by key customers and help them with solution over email or phone. To coordinate with internal team to find the status and get it resolved before replying to customers Preparing proposal and submission to prospective clients. On-time bill submission and follow-up for payment realization from key customer Managing good relations with the customers. Customer visits for developing & strengthening relationships for retaining and increasing business as an when required. Calling the existing customers for payment follow-ups and to understand if at all they need additional support from our endQualification: Education- Any Graduate Degree,MBA Experience- Total 4 -7 years.

Develop and execute comprehensive marketing strategies to achieve business objectives and revenuetargets.Lead and manage the marketing team, providing guidance, direction, and support to ensure thesuccessful implementation of marketing plans.Oversee the development of the company's brand identity, positioning, and messaging to effectivelycommunicate value propositions to target audiences.Manage the creation and execution of integrated marketing campaigns across multiple channels,including digital, social media, email, events, and traditional media.Analyse market trends, consumer behaviour, and competitor activity to identify opportunities for growthand innovation.Collaborate with cross-functional teams, including sales, product development, and customer support,to align marketing efforts with overall business objectives.Monitor and report on the performance of marketing campaigns, using data and analytics to optimizestrategies and tactics for maximum impact.Manage marketing budgets and allocate resources effectively to achieve desired outcomes withinbudgetary constraints.Build and maintain relationships with external partners, agencies, and vendors to support marketinginitiatives and enhance brand visibility.Bachelors degree in marketing, Business Administration, or related field. Master's degree preferred.Minimum of 5+ years of experience in marketing leadership roles, preferably in Accounting/Outsourcingsector.Proven track record of developing and executing successful marketing strategies that drive businessresults.Strong leadership and management skills, with the ability to motivate and inspire cross-functionalteams.Excellent communication and interpersonal skills, with the ability to effectively collaborate with internaland external stakeholders.Strategic thinker with a data-driven approach to decision-making and problem-solving.Proficiency in marketing analytics tools, CRM systems, and digital marketing platforms.