2666 Client Management Jobs - Page 15

Reviewing documents from Carrier (Insurance Companies), post which anticipate revenue. Will be interacting with client managers daily to ensure WTW maintains exceptional data integrity within our systems and processes. To work with assigned offices to ensure the data integrity of the documents supplied by the client managers. Policy setup/renew/management in multiple systems basis carrier/third party documents or instructions from client managers/local office. Support the assigned offices by implementing standard guidelines to be followed when requesting SOX documents and information related to policy renewal. Need to maintain expected level of quality. Ensure adherence to compliance & standard procedures. Key Skills Required for the Job: Strong client relationship and interpersonal skills. Proven experience in successfully managing multiple projects within specified guidelines. Ability to learn new processes and systems, also should have the ability to adapt to changes. Energetic, enthusiastic individuals. Logical thinking. Ability to prioritize and organize tasks, accomplish within stipulated timelines. Ability to work independently and as part of a team. Intermediate skills in Microsoft Excel (Macros & Formulas preferable). Ability to work under pressure and meet tight deadlines. Focusing on Clients Working in Teams Driving Excellence Fostering Innovation Adapting to Change Shift Timing:-6:30 PM to 3:30 AM Qualifications Qualifications: Commerce Graduate Knowledge: Financial or analytical background preferred. Intermediate skills in Microsoft Excel Experience: 2+ years of experience in in a client-service oriented environment preferably insurance

DLIFE HOME INTERIORS is looking for Assistant Client Manager (Ahmedabad) to join our dynamic team and embark on a rewarding career journeyClient Relationship Management: Build and maintain strong relationships with clients to understand their needs, objectives, and challenges. Act as the primary point of contact for clients, addressing their inquiries, resolving issues, and ensuring overall client satisfaction.Account Management: Develop and execute strategic account plans to meet client goals and maximize client retention. Identify upselling and cross-selling opportunities to expand business with existing clients. Collaborate with internal teams to deliver high-quality products or services that meet client expectations.Needs Assessment and Solution Development: Conduct thorough needs assessments and analysis of client requirements. Collaborate with clients to understand their business objectives and challenges. Propose appropriate solutions, products, or services that align with client needs and add value to their business.Project Management: Coordinate and manage client projects to ensure successful delivery within agreed timelines and budgets. Collaborate with cross-functional teams, including sales, operations, and technical teams, to ensure smooth project implementation and client satisfaction.Client Communication: Establish effective and proactive communication channels with clients. Provide regular updates on project progress, deliverables, and key milestones. Keep clients informed about industry trends, relevant insights, and opportunities that could benefit their business.Revenue Growth and Sales Support: Collaborate with the sales team to identify new business opportunities within existing client accounts. Assist in the development of sales strategies, proposals, and presentations to pitch new solutions or services to clients. Participate in client meetings, presentations, and negotiations as needed.Contract Management: Manage contract renewals, extensions, and amendments with clients. Ensure contracts are properly executed and aligned with agreed terms and conditions. Collaborate with legal and finance teams to address contractual issues or concerns.Client Retention and Satisfaction: Monitor client satisfaction levels, gather feedback, and address any concerns or issues promptly. Implement strategies to enhance client loyalty and retention. Continuously seek opportunities to exceed client expectations and deliver exceptional customer service.Market and Competitor Analysis: Stay updated with industry trends, market dynamics, and competitor activities. Conduct competitive analysis to identify opportunities for differentiation and recommend strategies to strengthen the client's position in the market.Reporting and Analytics: Generate regular reports and metrics on client performance, revenue growth, and other key performance indicators. Utilize data and analytics to identify trends, patterns, and areas for improvement in client management and account performance.

The APAC Global Financial Crimes Compliance (GFCC) AML Investigations team is responsible for identification, investigations and recommendation of suspicious transactions. The team manages Mantas and/or manual escalations of cases consistent with the Global AML Standards, provides an initial assessment of potential Money Laundering, Terrorist Financing as well as other nefarious activity and recommends cases for escalation and further review or closure as false positives. The India GFCC team is responsible for implementing the firm s AML programme and the local regulatory requirements in India for the Corporate and Investment Banking businesses. Job summary The role is required to support the India MLRO in transaction monitoring activities including reviewing the alerts and cases generated from bank s automated software and other offline sources, relating to JPMCB India businesses. As the Compliance Associate in the GFCC AML Investigations team, you should be capable of demonstrating investigative abilities, prioritization skills and a willingness to tackle new and difficult challenges. This position requires knowledge of the banking system, common AML typologies and is responsible for identifying suspicious activities timely while ensuring quality of work. In addition, the candidate is a team player who can collaborate with multiple stakeholders, possesses strong analytical skills and is adaptable and able to thrive in an evolving environment. The candidate needs to demonstrate strong knowledge of Corporate Banking, Commercial Banking, Foreign Correspondent Bank - AML and Compliance knowledge, possesses the ability to exercise sound judgment and observe the highest degree of confidentiality in handling of information received in the course of their responsibilities. The role will involve working closely with the India GFCC team, regional AML investigation team and front line staff to ensure that the AML alerts are reviewed and disposed off as per the firm s policies and standards, as well as local laws and regulations. Job responsibilities Have the subject matter expertise of AML and/or Terrorist Financing investigations, including comprehensive understanding of AML processes, Technology, Case Management and products / services Have deep understanding of the Red Flag indicators relating to AML/CFT applicable to LOBs issued by local regulators as well as international best practices, specially non-automated scenarios, including trade-based money laundering. Ensure and manage the quality of investigations while managing SLA appropriately and timely Assess investigations and/or AML trends, including collaboration or partnership with regional or global stakeholders to effectively escalate, communicate, transfer information or implement change management Participate in AML Investigations or Line of Business initiatives, process improvements or enhancements, including the use of technology and support the India MLRO in determination of STRs. Gather, coordinate and participate in changes to the firm s AML policies / processes or AML trends with MLROs based on local regulations, relevant GFCC Functions, Compliance and/or Line of Business. Support the India GFCC team during any regulatory exams, primarily in responding to queries relating to transaction monitoring programme. Support the India MLRO in discharging the AML/KYC responsibilities for all regulated JPM India entities. Required qualifications, capabilities, and skills Bachelor s Degree in Finance, Economics, Statistical Mathematics, Data Science or equivalent/related disciplines 5 plus years of experience in the Financial Services Industry with a demonstrated track-record experience and knowledge of Investment Banking, Commercial Banking, Foreign Correspondent Bank AML investigations, including proficient understanding of India AML/CFT regulations and requirements Preferred qualifications, capabilities, and skills Experience in handling regulatory investigations an advantage Competencies Ability to develop and maintain productive relationships with key internal clients across all levels. A solution driven approach, with exemplary problem solving skills; Good analytical ability. Ability to own, deep-dive and/or investigate issues and can derive solutions independently, ultimately ensuring successful implementation or resolution Experienced with Mantas, technology driven case management tool and/or technology will be preferred and require proficiency in MS Office (Outlook, Excel, Word, PowerPoint etc. ), and the experience to handle large volumes of quantitative data Ability to work effectively alone and as part of a team, at a local and regional level Strong interpersonal or client management skills required to work effectively, influence and/or negotiate desired outcomes with multiple stakeholders and/or senior management Good written and verbal communication skills. The APAC Global Financial Crimes Compliance (GFCC) AML Investigations team is responsible for identification, investigations and recommendation of suspicious transactions. The team manages Mantas and/or manual escalations of cases consistent with the Global AML Standards, provides an initial assessment of potential Money Laundering, Terrorist Financing as well as other nefarious activity and recommends cases for escalation and further review or closure as false positives. The India GFCC team is responsible for implementing the firm s AML programme and the local regulatory requirements in India for the Corporate and Investment Banking businesses. Job summary The role is required to support the India MLRO in transaction monitoring activities including reviewing the alerts and cases generated from bank s automated software and other offline sources, relating to JPMCB India businesses. As the Compliance Associate in the GFCC AML Investigations team, you should be capable of demonstrating investigative abilities, prioritization skills and a willingness to tackle new and difficult challenges. This position requires knowledge of the banking system, common AML typologies and is responsible for identifying suspicious activities timely while ensuring quality of work. In addition, the candidate is a team player who can collaborate with multiple stakeholders, possesses strong analytical skills and is adaptable and able to thrive in an evolving environment. The candidate needs to demonstrate strong knowledge of Corporate Banking, Commercial Banking, Foreign Correspondent Bank - AML and Compliance knowledge, possesses the ability to exercise sound judgment and observe the highest degree of confidentiality in handling of information received in the course of their responsibilities. The role will involve working closely with the India GFCC team, regional AML investigation team and front line staff to ensure that the AML alerts are reviewed and disposed off as per the firm s policies and standards, as well as local laws and regulations. Job responsibilities Have the subject matter expertise of AML and/or Terrorist Financing investigations, including comprehensive understanding of AML processes, Technology, Case Management and products / services Have deep understanding of the Red Flag indicators relating to AML/CFT applicable to LOBs issued by local regulators as well as international best practices, specially non-automated scenarios, including trade-based money laundering. Ensure and manage the quality of investigations while managing SLA appropriately and timely Assess investigations and/or AML trends, including collaboration or partnership with regional or global stakeholders to effectively escalate, communicate, transfer information or implement change management Participate in AML Investigations or Line of Business initiatives, process improvements or enhancements, including the use of technology and support the India MLRO in determination of STRs. Gather, coordinate and participate in changes to the firm s AML policies / processes or AML trends with MLROs based on local regulations, relevant GFCC Functions, Compliance and/or Line of Business. Support the India GFCC team during any regulatory exams, primarily in responding to queries relating to transaction monitoring programme. Support the India MLRO in discharging the AML/KYC responsibilities for all regulated JPM India entities. Required qualifications, capabilities, and skills Bachelor s Degree in Finance, Economics, Statistical Mathematics, Data Science or equivalent/related disciplines 5 plus years of experience in the Financial Services Industry with a demonstrated track-record experience and knowledge of Investment Banking, Commercial Banking, Foreign Correspondent Bank AML investigations, including proficient understanding of India AML/CFT regulations and requirements Preferred qualifications, capabilities, and skills Experience in handling regulatory investigations an advantage Competencies Ability to develop and maintain productive relationships with key internal clients across all levels. A solution driven approach, with exemplary problem solving skills; Good analytical ability. Ability to own, deep-dive and/or investigate issues and can derive solutions independently, ultimately ensuring successful implementation or resolution Experienced with Mantas, technology driven case management tool and/or technology will be preferred and require proficiency in MS Office (Outlook, Excel, Word, PowerPoint etc. ), and the experience to handle large volumes of quantitative data Ability to work effectively alone and as part of a team, at a local and regional level Strong interpersonal or client management skills required to work effectively, influence and/or negotiate desired outcomes with multiple stakeholders and/or senior management Good written and verbal communication skills.

New Client Acquisition and Onboarding Drive sales based on implementation of the annual plan by market mapping and subsequently identifying and acquiring corporate clients. Conduct initial rounds of negotiation on commercial terms as well as service levels. Handhold as well as represent the client through the entire process of tie up with support of reporting manager. Claim review with client on monthly basis Comparatives quotes analysis with client with value addition from Bajaj. Client Management Interact periodically with Key Stakeholders for both existing and potential clients to build relationship and identify new business opportunity. Analyze data and chart out plans to increase revenue by looking at business potential, Loss Ratio History, competition tracking, etc. Build Long term relations with existing clients by understanding requirements and assist in resolving escalated issues. Engage in comparatives quote analysis of the competition with client and highlight value proposition from BAGIC. Continuously engage with the clients by organizing Wellness activities as part of value add. Internal Operation Initiating Gap analysis / Policy audit in coordination with underwriting, operation and back office support for business augmentation. Resolve service issues in the best possible manner in coordination with cross functional team/s. Ensure inwarding, policy issuance, dispatch are done as per agreed timelines. Actively involved in the leg work for best representation of a deal to the underwriters for generating competitive quote Preparation of business reports as per requirement for Management reporting on clients and the market.

New Client Acquisition and Onboarding Drive sales based on implementation of the annual plan by market mapping and subsequently identifying and acquiring corporate clients. Conduct initial rounds of negotiation on commercial terms as well as service levels. Handhold as well as represent the client through the entire process of tie up with support of reporting manager. Claim review with client on monthly basis Comparatives quotes analysis with client with value addition from Bajaj. Client Management Interact periodically with Key Stakeholders for both existing and potential clients to build relationship and identify new business opportunity. Analyze data and chart out plans to increase revenue by looking at business potential, Loss Ratio History, competition tracking, etc. Build Long term relations with existing clients by understanding requirements and assist in resolving escalated issues. Engage in comparatives quote analysis of the competition with client and highlight value proposition from BAGIC. Continuously engage with the clients by organizing Wellness activities as part of value add. Internal Operation Initiating Gap analysis / Policy audit in coordination with underwriting, operation and back office support for business augmentation. Resolve service issues in the best possible manner in coordination with cross functional team/s. Ensure inwarding, policy issuance, dispatch are done as per agreed timelines. Actively involved in the leg work for best representation of a deal to the underwriters for generating competitive quote Preparation of business reports as per requirement for Management reporting on clients and the market.

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Commercial Banking Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address client needs and challenges. Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc. Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Coordinate with Service Team to resolve any issue raised by the client Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduate/ Post-Graduate from a recognized institute Experience in Business Banking, Treasury and Foreign exchange field is preferred Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Line of Service Advisory Industry/Sector Not Applicable Specialism Microsoft Management Level Associate Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. *Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. " Responsibilities: 1. Must have a minimum of 3 years of experience in data modelling and data visualization with Microsoft Power BI. 2. Can develop and design power BI dashboards and publish them to Power BI service. Good knowledge on data gateways. 3. Must have a strong background in writing DAX,SQL queries and Python 4. Can work independently to perform the data analysis and build visualization. 5. Good to have exposure on Azure Data Factory, Power Automate, Databricks 6. Good communication skills and a team player. 7. Should have PL-300 / DA-100 certification cleared Mandatory skill sets: Power BI Developer Preferred skill sets: Azure Data Factory, Power Automate, Databricks Years of experience required: 2-4 Years Education qualification: B.E./B.Tech/MCA Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Bachelor of Engineering, Bachelor of Technology Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Azure Data Factory, Microsoft Power Automate, Power BI Optional Skills Acceptance Test Driven Development (ATDD), Acceptance Test Driven Development (ATDD), Accepting Feedback, Active Listening, Android, API Management, Appian (Platform), Application Development, Application Frameworks, Application Lifecycle Management, Application Software, Business Process Improvement, Business Process Management (BPM), Business Requirements Analysis, C#.NET, C++ Programming Language, Client Management, Code Review, Coding Standards, Communication, Computer Engineering, Computer Science, Continuous Integration/Continuous Delivery (CI/CD), Debugging, Emotional Regulation {+ 41 more} Desired Languages (If blank, desired languages not specified) Travel Requirements Available for Work Visa Sponsorship Government Clearance Required Job Posting End Date

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Us We are a specialty chemicals manufacturing company with a full stack solution from R&D to manufacturing and doorstep delivery of innovative chemicals. Headquartered in Bengaluru, India we cater to pharmaceutical, agrochemical, industrial chemicals, personal care, and home care industries. Our B2B fulfillment platform supports businesses globally in developing and manufacturing chemicals from lab to commercial scale. With a team of in-house R&D experts and scientists, we offer custom synthesis and route scouting services to support manufacturers in product development. We are VC backed and have raised $40MM. We have scaled our business to $35MM in annualized revenue in the last year and are exporting to over 10 countries from India currently. We have blocked out capacities in over 50 plants in India including US FDA approved facilities. We are 150 people strong and have offices in India, UAE and Indonesia. We are in the process of setting up our office in Delaware for our North America business. Location : Bangalore & Mumbai Responsibilities As we work towards establishing our presence both domestically and globally, we are looking to hire a leader to build and expand the business and team there. Opportunity would entail- Develop and execute strategic export sales plans tailored to different chemical verticals to achieve revenue and growth targets. Identify and penetrate new domestic and international markets, ensuring a diversified client base across regions. Build and nurture long-term relationships with distributors, contractors, and key clients to foster trust and repeat business. Drive revenue through strategic market opportunities, upselling, and effective client management. Ensure all sales operations adhere to international trade and regulatory standards. Stay updated on trends, innovations, and competitors in the chemical sectors to maintain a competitive edge. Qualifications An ideal candidate would have following qualifications- Strong understanding of global market trends, applications, and regulations in relevant chemical industries. Proven track record of achieving sales growth in domestic and international markets. In-depth knowledge of industry-specific applications and market dynamics. Exceptional negotiation and communication skills. A robust network of distributors, contractors, and clients in international markets.plus.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Support an equity research analyst of a US-based sell-side firm tracking the US insurance sector: Build end-to-end financial models for initiating coverage; update models for earnings and events Contribute to initiation notes, earnings notes and other notes Search and aggregation related to sector and companies Provide data and analysis based on various client requests Build and update sector databases Prepare and update marketing presentations Work on wall-crosses assignments Use data sources such as Factset and Bloomberg Role requires: Keen understanding of financial analysis Excellent knowledge of accounting and valuation concepts Excellent MS-Excel skills Ability to write research reports Excellent client management and communication Ability to think and work independently Strong time management skills Experience: Candidates with at least 2-3 years of experience in equity research, esp. those who have covered the insurance/insurance tech. sector would be preferred. Suitable candidates from other sectors will also be considered

Interact with clients to understand and document the business objectives Designing or assisting in the development of questionnaires and guides to ensure the necessary data is captured i.e. qualitative and quantitative research Conducting in-depth data analyses using traditional and advanced methods Authoring reports containing actionable recommendations Making presentations, answering questions, and instilling confidence Reviewing analyses and reports of others to ensure accuracy, logical consistency, and to add value Adept in Power point / Excel /Word to create compelling visuals and communication for client presentations / interactions Time management skills to prioritize multiple tasks and achieve best outcomes for all both internal and external stakeholders Requirements Strong academic background with MBA with 1 to 3 years of experience in research organisations or branding companies, PR companies, corporate communications Strong interpersonal and excellent communication skills Inclination for Primary research / Statistical rigour Analytical skills in terms of Data Analysis and arriving at hypothesis Excellent organization and time management skills Self-Starter and adept at Client interfacing & managing cross functional teams including vendors Languages known - English, Hindi (Mandatory) Please share your resume to snehashri@insightsfeedback.com. Share this post to someone with relevant experience who is keen to explore career with us.

Responsibilities: Must speak Kannada, Hindi & English fluently Coordinate between clients & factory teams Assign tasks, track progress & timelines Share daily updates & reports Drive efficiency across all project stages Provident fund

Obtain data from multiple sources, collate, analyse, and triangulate information to develop reliable fact bases Apply a range of quantitative and qualitative analytical techniques to rigorously identify client issues and synthesize analysis into clear, sound recommendations; Structure and prepare draft reports and steering committee presentations that require minimal editing Confidently deliver presentations to internal and external clients Plan, organize and structure own work and that of Analysts to manage time and effort effectively within project budget / profitability expectations Extract intellectual capital from engagement work and actively share tools, methods and best practices across projects Support MasterCard Advisors and local market account teams in client relationship management and business development effort All About You Demonstrable consulting skills or equivalent business management experience and internal consulting experience in a major financial institution bachelors degree or equivalent qualification. Advanced degree or MBA preferred Professional level English language capability/ and local language Strong analytical, interpretive and problem solving skills, including the proven ability to interpret large amounts of data, some of it ambiguous, and translate it into concise rational output that includes recommendations based upon core findings. Strong presence & communication skills - both interpersonal & written Excellent client management & engagement management skills; collaborates we'll across multiple communication channels Proven team player with proven ability to work with all levels in a highly intellectual, collaborative, and fast paced environment Key Words: Key Words: Senior Consultant, Senior Associate, Managing Consultant, Strategy Consultant, Business Strategy, Consultant, And Management Consultancy Corporate Security Responsibility Abide by Mastercard s security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard s guidelines.

Process: Manage team production and conduct process Quality monitoring Manage work assignment allocation & review of work list Encourage & engage team members for continuous improvement / process optimization / automation ideas Manage Business Intelligence through reports & MIS for internal / client use Determine validity of move to client , either send back instructions to Rep or approve & move to client Review coding review requests & quantify preventable issues Communicate to Billing, PP or Coding as applicable Scenario findings to all staff for examples that we're not valid coding review needs Work with Coding on responses that can be used in appeals when, coded correctly Review denial adjustments for validity - quantify preventable issues Communicate to applicable departments to minimize and use accounts as examples in training for more effective actions. Review high risk/aged/ excessive incomplete action account balances. Manage up review AR findings and feedback Create QA & Tip for week from client, payer, and account assessment scenarios Manage Global Issues Review process / function managed for Global Issues, high risk / aged items, Payer Trends, training needs for team members. Create case studies on identified issues impacting team performance / client business and share inputs with Quality & Training Teams Ensure highest levels of Organization and Healthcare related compliance requirements are adhered to Ensure adherence to maintaining all necessary process documentation as per the QM Team Management: Drive high levels of employee engagement (include Daily, weekly, monthly team connects) to enable high retention and satisfaction rates Help manage team work life balance through efforts on leave planning and rostering Communicate effectively within & with team members & escalate issues to the management for timely resolution Continuously manage performance through timely and effective feedback and coaching Partner with Recruiting and Training functions to help improve the quality of incoming talent Monthly One on One EMPOWER connects to be closed with all the team members Client Management: Being part of daily/weekly client update calls OR reviews. Timely response to client queries and requirements over email Partner and support the BI team in preparing important client reports for the process and releasing the same to the clients as per deadlines.

The Marketing Engagement Specialist is responsible for candidate attraction and engagement through various (online) strategies, tooling, and techniques. In addition to providing full support to Sourcing Executives via the creation of digital collateral and strategy execution, the MES works closely with Lead Recruiters, Talent Acquisition Managers, and clients to refine, grow, and follow strategies that provide both a qualified candidate pool as well as a bespoke engagement approach, in line with the client EVP. The Marketing Engagement Specialist consults on how to improve existing strategies and provides feedback using analytics. They also create new strategies using knowledge of proven tactics and performance in other marketplaces. Collaborate with team members to create innovative sourcing and recruitment strategies Prepare and execute projects such as email marketing, video engagement, career webinars, gamification, competitor organizational chart mapping, social media, talent communities, mapping professional and alumni association Conduct and present market research on candidate data, including skill sets, demographics, hiring trends, talent supply, and demand reports, and identify top target companies, competitors, or talent pools Train Recruiters in best practice sourcing and engagement techniques Consult on time-line expectations and job description Perform queries and searches in (ATS) Applicant Tracking System or CRM Candidate Relationship Management databases for qualified candidates Coordinate activities around pipelining for specific projects and campaigns across different business areas and geographies for active and passive talent Manage individual and group video calls with key stakeholders and related teams Prepare utilization reports for LinkedIn Recruiter and other tools Assess sourcing support availability and bandwidth Spot-check daily reports to maintain efficient Sourcer bandwidth accuracy Review requisition assignments for high performance and proper alignment with each request Create and edit recruitment marketing collateral Project management of Sourcing Executive deliverables Help setting up new hire credentials for (ATS, CRM, and Job Boards) Perform other miscellaneous duties as required by management Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise HS Diploma/GED with minimum 4 years of experience. At least one year of experience building or executing talent attraction strategies. At least one year in a client management role working across a variety of stakeholders. Project management experience. Good working proficiency in computer skills and MS Office (particularly Excel and PowerPoint). Fluency in English. Preferred technical and professional experience Ability to work independently and proactively develop client relationships Three years experience in RPO and Talent Acquisition

We're Hiring - Delivery Lead / Key Account Manager Join our team of GCC hiring experts as a Delivery Lead! We're looking for experienced professionals to take charge of recruitment operations and customer success. Role : Delivery Lead / Key Account Manager Location : Hyderabad Work Mode : Hybrid Notice Period : Immediate candidates preferred Experience : 10 - 15 years in Recruitment Industry : Recruitment (GCC Hiring) Roles & Responsibilities Manage end-to-end staffing mandates for GCCs and GBS centers Handle volume hiring across multiple roles and locations Build and maintain relationships with client POCs to drive business growth Lead a fulfillment team to ensure timely delivery and performance tracking Oversee recruitment operations with a focus on service excellence and customer success Qualifications & Competencies Graduate or above; formal IT education is an advantage Proven experience in IT staffing for GCCs or GBS centers Strong grasp of technology and ability to engage effectively with tech professionals Demonstrated leadership in managing a team of 10+ recruiters Excellent verbal and written communication skills People-focused, and effective in stakeholder management

Role & responsibilities Are you passionate about data analytics and helping large enterprises to leverage data to drive business success? If so, Sigmoid is seeking a dynamic and results-driven Sales Consultant to join our team. As a Consultant, you will play a pivotal role in engaging with prospective clients, understanding their unique challenges, and showcasing how our data analytics services can address their specific needs. Key Responsibilities: Client Engagement: Build and maintain strong relationships with prospective clients by understanding their business objectives and challenges. Needs Analysis: Collaborate with clients to identify their data analytics needs and requirements, and translate them into tailored solutions. Solution Presentation: Develop and deliver compelling presentations and demonstrations that showcase the value of our data analytics services in addressing client pain points. Technical Expertise: Leverage your deep understanding of data analytics technologies and methodologies to provide expert guidance to clients. Collaboration: Work closely with our Sales and Technical teams to ensure seamless transition from pre-sales to implementation. Customization: Identify opportunities for customization and optimization of our services to meet the unique requirements of the clients. Competitive Analysis: Stay up-to-date with industry trends and competitors' offerings to effectively position our services. Proposal Creation: Prepare detailed proposals, including scope, pricing, and timelines, in alignment with client needs. Knowledge Sharing: Keep the team informed about industry best practices, client feedback, and emerging trends. Qualifications: Bachelor's degree in a related field (e.g., Business, Data Science, Computer Science) and MBA with overall 5 years of experience. Proven experience in a consulting role, preferably in data analytics. Strong understanding of data analytics technologies, tools, and methodologies. Excellent communication and presentation skills. Ability to translate technical concepts into non-technical language. Exceptional problem-solving and analytical skills. Ability to work collaboratively in a fast-paced, dynamic environment. Familiarity with the CPG, BFS, Life Sciences industry is a plus. Willingness to travel as required. Why Join Sigmoid? Be part of a dynamic and innovative team at the forefront of data analytics for large enterprises. Opportunity to work with leading enterprise accounts and shape the future of their data-driven strategies. Competitive compensation package, including performance-based incentives. Ongoing training and professional development opportunities. Collaborative and inclusive company culture. If you are passionate about data analytics, have a knack for understanding client needs, and want to play a key role in helping large enterprises thrive in a data-driven world, we encourage you to apply for the position of Sales Consultant at Sigmoid.

Role & responsibilities Define program goals, objectives, and key deliverables for jewelry software solutions. Align the jewelry software development and implementation strategies with the company's broader business goals. Communicate program updates, timelines, and any potential risks to stakeholders and clients. Define program goals, objectives, and key deliverables for jewelry software solutions. Serve as the point of contact for clients during the jewelry software development and implementation process. Maintain strong relationships with clients, ensuring that their needs and feedback are incorporated into the software. Coordinate with the team to set realistic timelines, prioritize tasks, and manage deadlines. Proactively identify risks that may affect software delivery, such as integration challenges, scalability, or system downtime. Develop and manage program schedules and timelines. Track program progress, identify issues, and take corrective action from retrospection Align work with company goals and participate in improvement projects. Preferred candidate profile : B.E./BTech/M.E/ MTech Preferred

Role & responsibilities The role is a part of the pan-india team @HO with core responsibility of winning back lost customers of Indiamart. Will be managing a team of 5 executives. Responsibilities will be to ensure inputs, discipline & productivity of the team. Review daily prospect quantity and quality. Manage all call escalations and be a part of daily video calls. Followup & Create Closure Funnel Independently with team created Prospects. Training & Feedback with Actionables & Improvements Tracking for each team member. Report Management & Data/Funnel tracking on a daily basis. Good Verbal and written communication & Good presentation skill. Sales closure over Tele & Video Call on Monthly basis. Post Sale Production & Service Hosting of Customer. Able to communicate the competitive landscape & benefits of Indiamart Paid Package. Preferred candidate profile Minimum 2 years of experience in a Sales / Servicing Profile Client handling and application of Tele-sales techniques. Active listening and understand the business contexts of clients. Good Verbal and written communication. Ability to work on MS-office suite.