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Key Client Retention Jobs

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Female - Wealth Manager (Female)-5-8 Yrs- Broking Domain

Tech Turmeric IT Services

  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Kolkata
Business Acquisition Key Client Retention Communication Skills Presentation Skills Risk Mitigation Regulatory Compliance Asset Management Investment Strategies Leadership Skills Interpersonal Skills
Job Role: Wealth ManagementDepartment: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team ManagerJob Description / Key Responsibilities: Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). Contact prospective clients to present information and explain our products and anticipated returns. Provide a genuine advisory approach with highest level of customer service. Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. Plan periodical meetings and touch-points with clients. Engage in periodical competitor mapping and suggest product and business team to track market developments. Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. Stay up-to-date with market trends, economic indicators and relevant financial news. Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.Key Result Area (KRA):Margin AcquisitionClient RelationshipMarket ResearchComplianceKey Performance Indicators(KPI):Margin Acquisition - AUM in CroresClient SatisfactionClient RetentionCompetitor Mapping on best practicesAdherence to Regulatory ComplianceRisk MitigationOrganization-based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Financial Analysis / Quantitative SkillsStrong understanding of Asset Management and Investment StrategiesAsset AllocationCompliance & Risk ManagementBehaviour-based Competencies:Communication SkillsPresentation SkillsLeadership SkillsInterpersonal SkillsStrategic mindsetTarget-oriented
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SENIOR EXECUTIVE (1-5 Years)

PN One Financial Services Pvt Ltd

  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Panjim Goa
COMMUNICATION SKILLS Customer Handling Visual Basic Key Client Retention LEAD MANAGEMENT
1.Manage insurance sales, policy issuance, renewals, and servicing.2.Coordinate with insurers, agents, and internal teams.3.Handle client queries and claims support.4.Ensure documentation accuracy and regulatory compliance.5.Renewals tracking, and performance reports.
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Interview For Relationship Manager || 12th Pass - Freshers

Legal Darbar

Negotiation Skills Client Management Client Counselling Client Client Acquisition Key Client Retention Collaboration
we are seeking a proactive and customer - focused Relationship Manager to join our team . The ideal candidate will be responsible for building and maintaining strong client relationships ,understanding customer needs, and ensuring client satisfaction to drive business growth.
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Retention Manager - Vikas Puri Delhi

Pel Softlabs Pvt.Ltd.

  • 15 - 25 yrs
  • 6.5 Lac/Yr
  • Vikas Puri Delhi
Retention Manager Retention Strategies Customer Retention Key Client Retention Client Acquisition Customer Acquisition Software Sales Technical Sales
The incumbent will be required to do the Lead Generation, Pitching. Booking an online Demo of CRM software. Product demonstration through online portals like Zoom / Meet Upselling to existing clients, acquire new clients. Do Renewal & Retention Management. Manage setup of customers by coordinating with the technical team. Handle escalations , provide support to clients immediately. Maintain customer relations.
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Looking For Key Account Manager

SnapFind

Cold Calling Lead Generation Excellent Communication Skills Client Acquisition & Retention Relationship - Building Skills
As a Key Accounts Manager, your primary responsibility will be to manage and grow key accounts within the organization. This will involve identifying new business opportunities, cold calling potential clients, and generating leads to expand the client base. You will need to have excellent communication skills to effectively pitch products or services to clients, and to build and maintain relationships with key stakeholders.
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Field Sale Executive

Skywings Advisors Private Limited

  • 1 - 6 yrs
  • 4.8 Lac/Yr
  • Dharwad
Direct Sales Cold Calling Bancassurance Cross Selling Partner Development Customer Acquisition Retail Sales Direct Channel Key Client Retention
Key Responsibilities:Identify potential customers and generate leads through field visits and referencesSell life/health/general insurance products directly to individualsConduct need-based analysis and recommend suitable insurance plansAchieve monthly and quarterly sales targetsMaintain regular follow-ups with prospective and existing clientsCoordinate with the branch/office team for policy processing and customer supportEducate customers about product features, policy terms, and claim proceduresSubmit daily reports on field activity and leadsEnsure compliance with all regulatory guidelines and company policies
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Walk-in Tele Sales Executive (Female Candidates Only)

Proto Development Services

  • 2 - 8 yrs
  • 2.3 Lac/Yr
  • Noida
Tele Sales Sales Process Target Marketing Key Client Retention Opportunity Identification Communication Marketing Online Sales Lead Generation Domestic BPO Cold Calling B2B Sales
Job Summary: We are seeking an enthusiastic Telesales Representative Female to contribute to our companys sales efforts. As a Telesales Representative, you will be responsible for closing verifying & leads/sales deals over the phone and maintaining strong customer relationships. Your excellent communication skills and ability to handle objections will be key to your success.Responsibilities: Contact potential or existing customers to inform them about our products or services using predefined scripts. Answer questions about our offerings and the company. Work on leads verifying them and passing to the sales team. Direct prospects to the field sales team when necessary. Enter and update customer information in the database. Take and process orders accurately. Handle grievances to maintain the companys reputation. Go the extra mile to meet sales quotas and facilitate future sales. Keep records of calls and sales, noting useful information.Requirements and Skills: Proven experience as a telesales representative or in a similar sales/customer service role. Track record of successfully meeting sales quotas, preferably over the phone. Good knowledge of relevant computer programs (e.g., CRM software) and telephone systems. Ability to learn about products and services and describe/explain them to prospects. Excellent command of English. Strong communication and interpersonal skills. Ability to handle rejection calmly. Outstanding negotiation skills to resolve issues and address complaints. High school diploma; BSc/BA will be a plus.
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