Manager Client Servicing Job Vacancies in Delhi

- 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

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.

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

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

Work from the office to support business growth activitiesIdentify and connect with potential clients via calls, emails, or messagesExplain products or services clearly to customersMaintain good relationships with clients and follow up regularlyHelp prepare proposals, quotations, and basic reportsWork with internal teams to meet client needsAchieve daily or weekly targets given by the managerCommunicate clearly and professionally with clients and teamLearn company services to answer customer queries confidentlyMust have good spoken and written English skillsBasic computer knowledge (MS Office, Email, and Internet) is requiredAny graduate can applyFreshers or candidates with up to 1 year of experience are welcome

To develop as complete Counselor and provide consultations to clients for their problems.- Suggesting treatments on patients based upon the diagnosis related concerns.- Must have knowledge OF BUSINESS and Growth,- Consultation- Follow-ups with the Patients about the treatments and their results.- Managing overall consultation and treatment process and converting the clients for the business.- Fluent in English- Positive Attitude- Self-driven- Self-Motivated- A Background of beauty/wellness will be preferred- Must be having on In-house Sales & Business Development.- Will be preparing the Reports & analyzing the sales reports of the center.- Fair to do Sales and forte in Service is a must.Experience :- 0-5 + Experience in any BEAUTY hair and clinic.- Experience in taking consultations

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.

CANDIDATES FROM DELHI LOCATION MOTINAGAR ARE HIGHLY PREFERABLEJOB SUMMARY:Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors.KEY RESPONSIBILITIES: Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting career seminars and Presentation and meet the defined recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for salesand Recruitment.DESIRED QUALIFICATION AND EXPERIENCE: Male candidates are highly preferable. AGE LIMIT 27 TO 39 YRS Graduate with 5+ years of experience, at least 3 years experience in insurance sector Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance Should have similar market exposure and experience in process driven, quality sales organizations Familiarity with skills in recruitment, driving sales and activationJOB TIMING 9:30 to 6:30 2nd & 3rd sat & sunday weekoff Location delhi moti nagar

Lead Generation and Follow Up. Call / Visit Clients. Explain Product/services to Clients and Maintain a Good Working Relationship With Clients.

Job Responsibilities: Drive all post-sales customer engagements to success Drive continuous improvement of customer experience Act as the first point of contact for support Build and expand a robust support team Consistently work on recording feedback via client surveys and make maximum use of feedback to bring changes Collaborate with internal partners in Sales, Marketing, Product, etc. Support revenue through cross-sell and up-sell activities Drive new business growth through referral activity and client advocacy Effectively manage the lifecycle of Customer Success Activities, from onboarding & and training to customer support Engage in maximum review of support operations via analytics, documentation, reports and metrics Effectively communicate review outcomes to strengthen the team and operations Attract and retain high potential individual contributors into team

WE NEED A STAFF FOR MUTUAL FUNDS SALES, THEY HAVE LONG TERM PROSPECTIVE

The Customer Success Associate (CSA) is a high-energy strategy-focused customer advisor responsible for developing customer relationships that promote retention and loyalty. The CSA will define, develop and execute effective customer adoption and success strategies. The CSA is able to discuss and advise on core functionality & features of the software beyond the fundamentals, and the art of what is possible. The CSA helps customers realize business results by serving as the post-sale conduit for our customers, and also ensures that our engineering teams understand the in-depth feedback through the eyes of our customers.JOB RESPONSIBILITIES Own the complete customer life-cycle of onboarding, adoption, expansion, and renewal. Strive to continually drive faster time to value and improve overall customer satisfaction & reduce churn. Understand customers objectives and how they translate to outcomes. Develop new & improve existing new user guides & documentation of the product features & capabilities. Identify opportunities for up-sell and cross-sell. Bring intelligent product feedback and recommendations from customers back to Product & Tech teams. Conduct ongoing operational reviews and suggest process improvements.

We are looking for an Account Manager with solid experience in digital marketing and a strong customer success approach. Must have a knack and love for everything in the digital space both B2B/B2C. You should be able to contribute to company growth by creating and maintaining long-term and successful client partnerships. Solid understanding of online advertising and direct marketing performance metrics. Proficiency in managing numbers. High level of proficiency in Excel, PowerPoint, and Word. Proven business development expertise and leadership skills. Knowledge and understanding of relevant tools and resources. Responsibilities: To understand the client and the brand and become the brand custodian. Be the central point of contact for clients and internal teams. Build strong, long-term client relationships and maintain frequent contact. Create digital strategies and program planning for your brands. Analyze digital campaign results and create corrective solutions if needed. Have a clear understanding of the clients needs and business objectives. Managing new and existing client accounts. Responsible for making new pitches and strategies for potential new clients Address client queries effectively and timely Analyze and report social media actions on a monthly basis for successes and new opportunities. Monitoring budgets, spending, and revenue, and explaining cost factors to clients Drive your account revenue targetsQualifications: Any Degree in Marketing or equivalent preferred Experience 4-6 years Understanding of online marketing tools. Good communication skills along with a willingness and ability to work independently and also collaborate with multiple teams.

Stay in touch. Make customer communications timely and relevant. ...Build a partnership. ...Take your time. ...Understand expectations. ...Promise only what you can deliver. ...Seek feedback. ...Be responsive. ...Be consistent.

Urgently Requirement for Client Relationship Manager for Client Relationship Management and New Client Building for Universities Across India.

Interact with clients and build relationships with them while ensuring their needs are being metOversee a team of customer service Associate's and ensure they are providing an exceptional client experienceMastermind creative ways to deliver an exceptional client experienceDevelop and oversee the implementation of client service protocolsResolve complex client problems or disputes in a professional mannerCoach and support team members to help them meet departmental goalsKeep records and documentation of client interactions for training purposesCreate monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement

Provide consultation services to address potential clients interest in Visas, including establishing suitability of the candidate's visa. Consultation will mainly be by email, telephone and face-to-face meetings.Present and market immigration services to current and potential clients.Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.Follow up on new leads and referrals resulting from field activity.Identify sales prospects and contact prospects.Develop and maintain sales materials and current product knowledge.Establish and maintain current client and potential client relationships.Identify and resolve client concerns.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.