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3.0 - 6.0 years
4 - 7 Lacs
Pune
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/clien Undertake product trainings to stay current with product features, changes and update Enroll in product specific and any other trainings per client requirements/recommendatio Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: O2C (Transactional Accounting Services).
Posted 1 month ago
3.0 - 6.0 years
4 - 7 Lacs
Chennai
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/clien Undertake product trainings to stay current with product features, changes and update Enroll in product specific and any other trainings per client requirements/recommendatio Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: O2C (Transactional Accounting Services).
Posted 1 month ago
3.0 - 6.0 years
4 - 7 Lacs
Kolkata
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/clien Undertake product trainings to stay current with product features, changes and update Enroll in product specific and any other trainings per client requirements/recommendatio Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: O2C (Transactional Accounting Services).
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
The position available is with the Prime Brokerage & Clearing Operations team. The reporting line is to a Team Manager as first line management, with further supervision by the Vice President. Key stakeholders and interactions will be with GS Trading and Sales Desks, Client Services Group, Engineering and Operations Teams, Credit, Legal, Compliance and external counterparties. The following tasks give an overview of what is required day to day: Developing and maintaining strong relationships with all stakeholders Business, Engineering, Operations and Credit. Actively engage, partner and drive changes, provide excellent service and support Delivering transactions in agreed timeframes, as per SLA's whilst improving quality of processing, reducing errors and inculcating the zero-error culture Process payments, journals and securities movements in accordance with Firm guidelines Monitoring and resolving trade management exceptions by interacting with clients, brokers & other Ops teams Effective pre-matching & fails management tasks to ensure timely settlement of trades with counterparties. Investigating and resolving discrepancies of positions (cash and securities) in the firm's books and records. Demonstrate effective client service by dealing with client queries with utmost sensitivity & urgency. Effective escalation on critical & high value breaks to senior management Provide technical expertise related to the implementation of new processes, global consistency, risk management, efficiency, and technology convergence initiatives among other projects. Completing and overseeing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed. Acting as a change agent solving problems at root cause whilst also taking / making opportunities to automate flows. BASIC QUALIFICATIONS We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team. The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated. Strong organizational skills required. Deadlines within this role are very strict with zero tolerance. Prompt escalation and clear communication is paramount. Be flexible, work on projects or aid other team members. PREFERRED QUALIFICATIONS Work experience in a Securities Middle Office, Trade Settlement, Cash Payment functions, trade support for 2+ years. Experience of playing a leading role in a team providing task supervision, support and training to more junior members. Control/Reconciliation or Prime brokerage operations experience would be a desirable Equities Industry and market knowledge would be an advantage.
Posted 1 month ago
0.0 - 5.0 years
0 - 5 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
RESPONSIBILITIES Effectively execute and manage the daily processes and activities. Identify and mitigate risk appropriately. Ensure accuracy and high quality of work while escalating outstanding exceptions/issues to relevant stakeholders Coverage and oversight of custodian and fund administrators to maximize potential value delivery across the firm Develop an understanding of inter connectivity between teams and functions. Ensure processes and systems are continuously reviewed and improved Achieve results within the team that adhere to expectations around timeliness, quality and cost effectiveness Partner with stakeholders from various teams and regions including our Sales/trading, Technology and Compliance groups for issue resolution and process improvement Identify and lead on efficiency opportunities within the team, support regulatory changes, as well as new client and business requirements Participate/ lead the implementation of organization wide initiatives and projects in order to meet set goals Develop knowledge of industry trends, competitive landscape and capabilities to facilitate business, increase efficiencies, improve controls and enhance client experience Supporting Portfolio Managers, Fund Boards, and Controllers by providing accurate and timely fund account information and overseeing all aspects of support of each pooled vehicle Provide superior client service and front to back oversight for GSAM's pooled vehicle complex Ability to operate independently and effectively drive multiple initiatives Detail oriented with the ability to quickly identify and learn pertinent information across wide range of products. PREFERRED QUALIFICATIONS AND SKILLS Bachelors/Master's degree with work experience in financial services. Positive attitude and eagerness to learn Strong numerical, analytical, technical and problem solving skills. Project management skills would be a value add Demonstrates excellent people and process skills Strong communication skills both verbal and written. Ability to create influence and impact Demonstrate willingness to deep dive into an issue or problem to establish and address root cause. Attention to detail and interest in problem solving Proven ability to effectively manage competing priorities and to work well under pressure in a team environment Demonstrate strong team player skills. Effectively collaborate with others both regionally and globally Lead by example to challenge status quo and look for innovative/creative ways to improve current processes and procedures Fund/ NAV experience would be an advantage Knowledge of fund products (i.e., mutual funds and alternative investment funds) and regulatory environments would be beneficial
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
Pune, Maharashtra, India
On-site
Front Desk Management: Greet and welcome clients and visitors warmly as they arrive at the office, creating a professional and friendly first impression Client Engagement: Provide accurate and timely information in-person, over the phone, and via email. Assist clients with inquiries related to the companys services Communication Handling: Ensure all communication internal and external is prompt, courteous, and professional. Office Supplies & Premises Management: Maintain a tidy and well-organized reception area. Monitor and replenish office supplies and stationery, ensure pantry supplies are stocked, and oversee overall office cleanliness Housekeeping Coordination: Supervise and guide the housekeeping staff to ensure cleanliness standards are met and maintained throughout the office Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.) Strong verbal and written communication skills Excellent organizational and multitasking abilities A professional demeanor and presentable appearance Ability to manage confidential information with discretion Customer service-oriented with strong interpersonal skills
Posted 1 month ago
1.0 - 11.0 years
30 - 45 Lacs
, New Zealand
On-site
URGENT HIRING !!! location's : Canada , Australia , New Zealand ( Not In India ) Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc For more information call or whatsapp +91 9220850077 Key Responsibilities: 1. Customer Relationship Management Develop and nurture long-term relationships with existing and potential customers. Understand customer needs, preferences, and challenges to offer personalized solutions. Act as the primary point of contact for key clients. 2. Customer Support & Issue Resolution Address customer complaints, queries, and concerns in a timely manner. Collaborate with internal teams (sales, support, product) to resolve customer issues effectively. Ensure high levels of customer satisfaction and retention. 3. Sales & Business Growth Identify upselling and cross-selling opportunities to maximize customer value. Work closely with the sales team to drive customer acquisition and revenue growth. Conduct follow-ups on renewals, subscriptions, and contract negotiations. 4. Customer Engagement & Feedback Gather and analyze customer feedback to improve products/services. Organize customer surveys, feedback sessions, and loyalty programs. Develop and implement strategies to enhance the customer experience. 5. Reporting & CRM Tools Management Maintain and update customer records in CRM software (Salesforce, HubSpot, Zoho, etc.). Track and analyze customer behavior, trends, and satisfaction levels. Prepare weekly/monthly reports on customer interactions and improvements.
Posted 1 month ago
1.0 - 11.0 years
34 - 55 Lacs
, Australia
On-site
URGENT HIRING !!! location's : Canada , Australia , New Zealand ( Not In India ) Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc For more information call or whatsapp +91 9220850077 Key Responsibilities: 1. Customer Relationship Management Develop and nurture long-term relationships with existing and potential customers. Understand customer needs, preferences, and challenges to offer personalized solutions. Act as the primary point of contact for key clients. 2. Customer Support & Issue Resolution Address customer complaints, queries, and concerns in a timely manner. Collaborate with internal teams (sales, support, product) to resolve customer issues effectively. Ensure high levels of customer satisfaction and retention. 3. Sales & Business Growth Identify upselling and cross-selling opportunities to maximize customer value. Work closely with the sales team to drive customer acquisition and revenue growth. Conduct follow-ups on renewals, subscriptions, and contract negotiations. 4. Customer Engagement & Feedback Gather and analyze customer feedback to improve products/services. Organize customer surveys, feedback sessions, and loyalty programs. Develop and implement strategies to enhance the customer experience. 5. Reporting & CRM Tools Management Maintain and update customer records in CRM software (Salesforce, HubSpot, Zoho, etc.). Track and analyze customer behavior, trends, and satisfaction levels. Prepare weekly/monthly reports on customer interactions and improvements.
Posted 1 month ago
1.0 - 4.0 years
3 - 3 Lacs
Chennai
Work from Office
Dear Candidate, Greetings from Movate formerly known as (CSS Corp)!! We are hiring for International Technical Support - Non-Voice process. Interested candidates can drop your resume to this number or email your resume. Rubini HR ( whatsapp at 8825490116 between 11.00 AM to 8.00 PM) or write a mail to ( Rubini.ravichandran@movate.com) Experience- We are looking for Min 1 to 6 years experience with Good communication skills. (Strong verbal communication) Designation - Technical support Engineer. Shift Timing - US Shift Work location - Ambit IT park Ambattur , Chennai. Qualification: Any graduate can apply(Graduation / Degree Mandatory) Roles and Responsibilities Looking for candidates with Good communication skill for technical support Candidate should be flexible to work in US Shift (Rotational night shifts). Candidate should be good in English communication. Preferable candidates from Tamilnadu or Currently in Tamilnadu willing to work from Office . Any experience who are willing to work with technical process can also apply. Candidates with International Technical Chat experience is preferred. Essential Functions: Handle customer queries through Chat / Email / Call , complete tasks identified in cases received through CRM portal and assigned queues Triage incoming cases received by CRM. Prioritize & Assign by priority category, offer case acknowledgment & expectations to customer Provide application support by creating cases, conducting & documenting initial discovery, and escalating when necessary Adhere to established SLAs, and productivity/performance goals Provide world class Customer Support by delivering service. Desired Candidate Profile** 1-6 years of experience in international technical support or network support role. Strong knowledge of CCNA certification concepts including OSI model, IP addressing, subnetting, DHCP configuration etc is preferred Proficiency in configuring LANs using various protocols such as Ethernet/WLAN/VLAN/Routing/Switching/Firewall setup/Troubleshooting.
Posted 1 month ago
6.0 - 10.0 years
7 - 12 Lacs
Kolkata, Hyderabad, Bengaluru
Work from Office
JOB SUMMARY: The TDM Business Partner Senior Associate (senior associate) will support the identification and development of learning and performance-related business initiatives. This includes working closely with the TDM Managers, key stakeholders and subject matter experts in analyzing, designing, developing, implementing, facilitating and evaluating the business talent development plan. Primary responsibilities include conducting needs assessments, designing learning curriculums, facilitating courses, and working with subject matter experts to develop content - all of which include education, experiences, exposure and environment. The senior associate will also work on special projects related to a line of business learning strategy as well as enterprise initiatives that support the firm, talent, and TDM strategies. This position will work closely with the broader TDM team to ensure one firm needs are addressed (consistency across TDM teams, as appropriate), as well as leveraging instructional design and technological solutions. Coordination with various departments and other resources within the organization is required. ESSENTIAL DUTIES: Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions. Provides critical leverage in advising, developing, planning, executing, facilitating and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies. Responsibilities include but are not limited to: Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business Leading project teams and providing administrative support for workstreams Working closely with key stakeholders to support the overall success of the learning and development plans Facilitating sessions for professional or core skill courses for all levels, in small or large group settings Observing training, reviewing facilitator and program evaluations. Summarizing, providing feedback and offering creative solutions for enhancements, as appropriate. Responsible for creating and executing a project plan including the development of timelines in sufficient detail to meet established deadlines, course goals, and NASBA requirements. Resolves and/or escalates issues in a timely fashion. Works closely and collaborates with other TDM senior associates on topics common to all Business Partners and/or TDM as a whole. The TDM senior associate team identifies issues and opportunities for common understanding, recommends and implements best practices, works on TDM projects either as self-identified or assigned by the TDM Leadership team and creates a sense of unity and teamwork within the TDM team as a whole. Other duties as assigned. EDUCATION/CERTIFICATIONS Required: Bachelor's degree or equivalent experience Preferred: Degree in education, instructional design, human resource development, or related area; master's degree TECHNICAL/SOFT SKILLS Required: Proficiency with PowerPoint, Word, Excel and SharePoint Basic knowledge of instructional design principles Strong skills in these areas: Facilitation/presentation skills Interpersonal and communication (verbal and written) Problem solving Organizational and time management Project management Ability to respond and be adaptable to changing priorities Preferred: Proficiency with SmartSheet Intermediate knowledge of instructional design principles Evaluation design and assessment skills Content knowledge in or experience working with experts in assurance, tax or consulting EXPERIENCE Required: 4+ years relevant experience Practical knowledge of learning implementation and employee development Managing projects and stakeholders Client service and issue resolution Compiling and reviewing data to recommend business decisions Preferred: Experience in instructional design Experience in professional services industry LEADERSHIP SKILLS Required: Ability to work with individuals from multiple levels within the organization. Ability to manage multiple projects, plan project timelines, and lead projects to completion Ability to provide and receive feedback Location - Kolkata,Hyderabad,Bengaluru,Gurugram
Posted 1 month ago
3.0 - 8.0 years
3 - 8 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Goldman Sachs Asset Management is one of the world's leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. The Client Coverage Group (CCG) within Asset Management is dedicated to retaining, expanding and supporting existing client relationshipsby ensuring exceptional client service, operational support, and risk management. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address clientqueries.The India CCG team will support the global CCG team in delivering these outcomes. HOW YOU WILL FULFILL YOUR POTENTIAL Contribute to a broad platform that serves as the client's main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients BASIC QUALIFICATIONS Bachelor's degree, preferably in business or finance-related studies 3+ years of work experience at an asset management firm / other financial services organization Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs Basic knowledge of the asset management business, financial markets and investment funds or separately managed accounts An understanding of portfolio construction, risk management or accounting principles would be beneficial Highly organized with exceptional attention to detail, time management skills and excellent follow-through Strong written and oral communication skills Motivated and proactive self-starter with strong work ethic Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools PREFERRED QUALIFICATIONS Financial services industry experience
Posted 1 month ago
1.0 - 5.0 years
2 - 2 Lacs
Udaipur, Aligarh, Bhilwara
Work from Office
Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.
Posted 2 months ago
1.0 - 5.0 years
2 - 2 Lacs
Gorakhpur, Lucknow, Moradabad
Work from Office
Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Chandigarh
Work from Office
What this job involves: Serving on the front lines of customer service Are you a people person who can make daily interactions such a breeze In this role, you ll be in charge of one of the busiest places in the office the front desk. Constantly on the go, you ll give our visitors a warm welcome, and guide them and our employees along the way. In other words, you will set the benchmark in giving our company a good first impression. Throughout the day, you will also handle all incoming and outgoing calls, including distribution. Therefore, it is essential to remain professional and polite in the way you present yourself, from appearance to behaviour. You will spend each day looking at how you can maintain and improve the front office. Part of your checklist is to get your hands on the latest magazines and newspapers to be displayed in the reception. Being at the heart of the business Maintaining and updating records and database are also part of your basic daily routine. These include telephone registers, call tracking and client contacts. Much of your time will also be spent on general admin activities and other help desk tasks. Working at JLL, you should constantly keep in mind that you are working in compliance with our regulations. Other responsibilities you will take care of include contributing to the monthly management report for the client and participating in emergency evacuation procedures. On top of these, you ll be expected to develop policies and procedures needed for all functions in the reception. As needed, you ll also take part in managing conference rooms, events, flower arrangement coordination, and others. Sound like you To apply you need to be: A highly skilled professional You should be a graduate in any discipline and have one to five years experience in front desk management or reception. Proven experience with continuous improvement initiatives and client reporting is also vital for this role. If you re familiar with occupational safety requirements matched with strong computer literacy and the ability to manage activities using different systems, then you might be the best fit for this job. A client service champ A strong customer service focus is a pre-requisite of this job. Do you have unmatched people skills that can help you ease your interactions with a wide range of client staff regardless of their level and their demands An outstanding multitasking talent also provides a perfect complement to your skill set.
Posted 2 months ago
0.0 - 3.0 years
0 - 3 Lacs
Dehradun, Lucknow, Gurugram
Work from Office
Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Field Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Experience: 0-3 years (Sales/Insurance preferred) ( 0 to 3 years of experience/Both male and female candidates are eligible) Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the companys revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Experience : Candidates with prior field sales experience preferred. MBA (Marketing) freshers are encouraged to apply. Education : Bachelor's degree in any discipline. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.
Posted 2 months ago
3.0 - 8.0 years
12 - 16 Lacs
Pune, Bengaluru
Work from Office
Seeking an experienced Delivery Lead to oversee the overall service delivery management for our Oracle Managed Services project. The Delivery Lead will ensure adherence to Service Levels described in the agreement and collaborate closely with the client's Service Delivery management personnel. The role involves managing the compilation of metrics around open tickets, backlog, aging, etc., and driving metrics-driven continuous improvement and customer satisfaction. Responsibilities: Oversee overall service delivery management. Ensure adherence to Service Levels. Collaborate with client Service Delivery management personnel. Manage the compilation of metrics around open tickets, backlog, aging, etc. Drive metrics-driven continuous improvement and customer satisfaction. Must-Have: Proven experience in delivery management. Strong leadership and team management skills. Excellent communication and stakeholder management abilities. Proficiency in using ServiceNow (SNOW) toolset for incident management. Good-to-Have: Experience in managing Oracle-related projects. Familiarity with ITIL processes and frameworks. Mandatory Key Skills ServiceNow,team management,ITIL,Service delivery management*,client service*
Posted 2 months ago
0.0 - 5.0 years
2 - 7 Lacs
Vijayawada
Work from Office
The incumbent shall be responsible for the following: - Meets assigned both Revenue Target & contribution target from Direct clients Customer service skills - conversion of queries & accuracy in quotes Complying with all extant policies / norms of the company / applicable statutory regulations. Timely completion of all travel formalities of all the booked clients and On time collection of the payments whereby ensuring complaint free service to the customers Track activities of competition in his/ her area of control and proactively initiate counter measures to retain or better mar ket performance. Help subordinates to be more self-reliable, efficient, disciplined, and motivated for their development. Ensure training of staff at regular intervals to ensure that they are competent with product knowledge & selling skills. The above list is only indicative and not exhaustive. Last date to apply: 20.06.2025
Posted 2 months ago
7.0 - 11.0 years
10 - 14 Lacs
Gurugram, Bengaluru
Work from Office
JOB SUMMARY: Talent Development & Management strives to advance a culture of continuous, self -directed development where high quality, relevant learning opportunities are available where you need it and when you need it. We develop core competencies in our people that are essential to being a First- Choice Advisor. Our capability teams are key strategic partners with the business areas they support. The TDM Business Partner Senior Associate (senior associate) will support the identification and development of learning and performance-related business initiatives. This includes working closely with the TDM Manager, key stakeholders and subject matter experts in analyzing, designing, developing, implementing, facilitating and evaluating the business talent development plan. Primary responsibilities include conducting needs assessments, designing learning curriculums, facilitating courses, and working with subject matter experts to develop content - all of which include education, experiences, exposure and environment. The senior associate will also work on special projects related to a line of business learning strategy as well as enterprise initiatives that support the firm, talent, and TDM strategies. This position will work closely with the broader TDM team to ensure one firm needs are addressed (consistency across TDM teams, as appropriate), as well as leveraging instructional design and technological solutions. Coordination with various departments and other resources within the organization is required. Essential Duties: Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions. Provides critical leverage in advising, developing, planning, executing, facilitating and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies. Responsibilities include but are not limited to: Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business Leading project teams Working closely with key stakeholders to support the overall success of the learning and development plans Facilitating sessions for professional or core skill courses for all levels, in small or large group settings Observing training, reviewing facilitator and program evaluations. Summarizing, providing feedback and offering creative solutions for enhancements, as appropriate. Responsible for creating and executing a project plan including the development of timelines in sufficient detail to meet established deadlines, course goals, and NASBA requirements. Resolves and/or escalates issues in a timely fashion. Works closely and collaborates with other TDM senior associates on topics common to all Business Partners and/or TDM as a whole. The TDM senior associate team identifies issues and opportunities for common understanding, recommends and implements best practices, works on TDM projects either as self-identified or assigned by the TDM Leadership team and creates a sense of unity and teamwork within the TDM team as a whole. Other duties as assigned. Minimum Qualifications: EDUCATION/CERTIFICATIONS Required: Bachelor's degree or equivalent experience Preferred: Degree in education, instructional design, human resource development, or related area; master's degree; CPA a plus TECHNICAL/SOFT SKILLS Required: Proficiency with PowerPoint, Word, Excel and SharePoint Basic knowledge of instructional design principles Strong skills in these areas: Facilitation/presentation skills Interpersonal and communication (verbal and written) Problem solving Organizational and time management Project management Ability to respond and be adaptable to changing priorities Preferred: Intermediate knowledge of instructional design principles Evaluation design and assessment skills Content knowledge in or experience working with experts in assurance, tax or consulting EXPERIENCE Required: 4+ years relevant experience Practical knowledge of learning implementation and employee development Managing projects and stakeholders Client service and issue resolution Compiling and reviewing data to recommend business decisions Preferred: Experience in instructional design Experience in professional services industry LEADERSHIP SKILLS Required: Ability to work with individuals from multiple levels within the organization. Ability to manage multiple projects, plan project timelines, and lead projects to completion Ability to provide and receive feedback
Posted 2 months ago
0.0 - 3.0 years
1 - 1 Lacs
Vadodara
Work from Office
Perform backend administrative tasks, including data entry, record maintenance, and document management. Assist in the preparation and distribution of reports and documentation. Provide timely and effective support to clients via phone, email, and chat. Troubleshoot and resolve client issues, escalating when necessary. Collaborate with internal teams to ensure seamless client service. Maintain up-to-date knowledge of company products, services, and policies. Monitor and manage client accounts and ensure accurate information is maintained. Contribute to the development and improvement of support processes.
Posted 2 months ago
5.0 - 8.0 years
7 - 10 Lacs
Bengaluru
Work from Office
Serving Clients: Single Point of Contact (SPOC) for all clients to be handled & performing all day-to-day tasks as mentioned in SLAs (Service Level Agreements) / contracts of these clients. These tasks include but not limited to planning out campaigns, handling email design & HTML requirements for email campaigns, coordinating the execution of daily campaigns & monitoring the results. Evaluation of business offerings that needed to be promoted & coordinate all request and campaigns with the external and internal teams. Email Marketing Strategy, Campaign Management & Execution: Assisting the client in planning out their email marketing activity for the month with idea generation for new content buckets (like contest) as well as the flow strategy of all emails (when a certain email will go out in relation to others). Managing the campaigns by making sure the creative, content & execution/deployment was taken care of. The deployment of email campaigns will be carried out by operations team with close supervision from you to ensure everything went without any mistakes. SMS Marketing Strategy and Execution: Assisting the clients in planning out their SMS marketing activity for the month with idea generation as well as the flow of SMSs (when a certain SMS will go out in relation to others). Managing the campaigns by making sure the SMS content & execution/deployment was taken care of. The deployment of SMS campaigns will be carried out by operations team with close supervision from you to ensure everything went without any mistakes. Developing Marketing Strategy for Multiple Channels: Brainstorm ways to spread the marketing communications across multiple channels & unifying them with a clear messagingstrategy. Present Pitches to Clients including Cross-Selling & Up-Selling: Tactically communicating the additional services that KENSCIO offers & attempting to persuade the clients into pursuing those avenues further. For example, if a client is utilizing only email services, you need to cross-sell Email Analyst (An email intelligence tool), RTP (Real Time Personalization), SMSService, WhatsApp Service etc. Marketing Campaign Analytics: Preparing & overseeing the creation of reports, briefs & presentations on performance. Keeping a close watch on the metrics & performance of all activities. Sharing monthly & quarterly performance-based reports to clients & internal management/reporting manager. Achieving the Target set: Annual Targets will be set based on the clients you will be handling that will have to be met. Roles and responsibilities: Strong interpersonal & communication skills. Ability to meet under pressure and meet revenue targets. Reporting and documentation. Track usage and build great relationships with clients. Skills Required: Overall 2+ years of proven working experience in the Digital World. Having at least 1-year of experience in Email Marketing. Should have a digital background & knowledge about the digital industry. Having strong experience in client facing or have worked in a digital marketing agencybefore directly dealing with clients in the field of Digital Marketing. Strong teamwork skills, excellent communication, and interpersonal skills. Ability to understand clients requirements clearly & conveying the same precisely & concisely to internal teams & getting the jobs done in time. Capability of building strong relationships with clients. Should have a very clear understanding and knowledge of the digital space and the nature of services and solutions that can be offered on this medium. Clear understanding of the capabilities of web technologies and how they can be utilized to develop custom solutions for clients. Strong analytical skills and data-driven thinking. Up to date with the latest trends and best practices of email marketing. Agency experience handling various client projects across digital channels will be a plus. Good in MS-Excel & MS-PowerPoint. Having a good presentation skill.
Posted 2 months ago
5.0 - 8.0 years
5 - 8 Lacs
Hyderabad / Secunderabad, Telangana, Telangana, India
On-site
Job Summary To provide and ensure the timely and high-quality service and deliverables to leading private equity and funds clients under the guidance and direction from supervisors, allocated to you on a regular basis. Concentrates on delivering consistent results by focusing mainly on preparation of core processes, low complex ad hoc work and minimal client requirements.Performs self-review of core processes to demonstrate self-awareness in gaining productive insights into professional and personal strengths and areas of development. Support with the review and sign off NAV and Financials of the private equity funds that include recording journal entries, preparing monthly/quarterly/annual financials, processing payments, preparing investor notices and various client reporting. Support with the review of capital call and distribution workings along with notices and release to respective investors. Assist with conversion of Private Equity Funds from other accounting applications to Investran. Assist with onboarding new Private Equity Funds in the accounting platform (Investran, Paxus). This entails assisting in all reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. To assist in various accounting and administration processes and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. Core Responsibilities Responsible for the preparation of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for funds clients. To ensure all deliverables are timely and accurate Acquiring knowledge of designated clients requirements and deliverables. Ensure compliance by following procedures and checklists following SSAE and other similar statutory requirements Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role Tasks & Duties Cluster Client Delivery Acquires knowledge and understanding of the clients agreements, Scope of Work (SOW), SLA's and other necessary information needed to prepare deliverables. Ensures complete information, data, supporting documents, etc. are received for the preparation of the needed requirements.To acknowledge or to escalate the completeness of the information, data, supporting documents, etc. to the Senior Accountant. Delivers consistent and quality information within the agreed timeframes. Prepare, complete, and ensure the quality of the assigned clients deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s. To be able to review outputs and all other deliverables prepared. To address review comments. Takes ownership, prepares and replies to cluster/Client/Investor's queries within 24 hours. Escalates any job-related issues and concerns to the appropriate authorities in a timely manner. Provides support to the rest of the team and other teams, as needed. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked knowledge and understanding of the clients agreements, Sets up, monitors, updates and closes all deliverables via the workflow planner Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Ensures relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Reports any breaches, complaints or errors to appropriate authorities in a timely manner. Assists in the preparation of error reports, identifies the areas of operational risk and participates in proposing appropriate remedial actions within 24 hours of identifying the error. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalates any other work-related issues and concerns to the appropriate authorities in a timely manner. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Being Resilient - Rebounding from setbacks and adversity when facing difficult situations Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Customer Focus - Building strong customer relationships and delivering customer-centric solutions Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels Plans & Aligns - Planning and prioritizing work to meet commitments aligned with organisational goals Manages Conflict - Handling conflict situations effectively, with a minimum of noise Interpersonal Savvy - Relating openly and comfortably with diverse groups of people Organizational Savvy - Manoeuvring comfortably through complex policy, process and people-related organisational dynamics
Posted 2 months ago
1.0 - 4.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Job Summary: Are you inquisitive, creative, hardworking, and driven? If you are, we are looking for a Senior Research Executive (Senior Client Service Manager) to be part our team passionate about bringing compelling levels of insights to our partners, and ensuring the long-term revenue growth for Kantar Worldpanel India. This is an exciting role which will provide you with a blended development focus from on-the-job experience, exposure and exchange of knowledge with others, and more formal education as you look to take the next step in your career WHAT YOUD DO: - Researchers are expected to dig deep into the data using the enquiry software to extract incisive and business-oriented analysis - Prepare and deliver presentations, build category, cross-category and industry knowledge from project to project making sure previous learning is built upon and shared fully Initiate and build client relationship, handle daily client requests, and anticipate client demands to proactively find solutions. - Coordinate relevant training activities for clients to provide them with deep understanding of consumer behaviors. - Assist line managers in identifying further opportunities within client portfolio to generate business revenue streams - Ensure regular deliverables are dispatched on time and accurately by line reports or support departments - Responsibilities will also include: Writing Research Proposals Developing Questionnaires Interacting with the Field Briefing Analytics about the data processing requirements. WHAT YOUD BRING: 2-4 years working experience in Research, Marketing or Advertising ideally in FMCG industry A curious mentality and unafraid to have a point of view. Strong numerical and analytical skills which can be applied in a commercial context with a keen interest in analysing data to provide recommendations and insight. Professional and courteous in manner, dedicated to providing a good level of service and motivated to find solutions for problems. Articulate and credible written and verbal communication skills, including good presentation skills. Able to cope well with time pressure and make decisions under complex and fast paced circumstances Be able to work optimally in a team environment Well organized with strong level of time management and the ability to manage and effectively plan workload. Business minded and determined with passion to learn, contribute and to develop. Good command of computer skills.
Posted 2 months ago
1.0 - 3.0 years
1 - 2 Lacs
Kolkata
Work from Office
target base job,field work,customer dealing ,good communication skill Responsibilities: Client Acquisition & Management: Identify and pursue new business opportunities through networking, lead generation, and client referrals. Build and maintain strong relationships with existing clients by providing exceptional service and proactively addressing their needs. Conduct needs assessments and develop customized solutions to meet client objectives. Negotiate and close business deals, ensuring client satisfaction and profitability. Sales & Revenue Generation: Achieve and exceed sales targets and revenue goals. Develop and implement sales strategies to increase market share and expand client base. Monitor market trends and identify new opportunities for business growth. Client Service: Provide ongoing support to clients, including resolving inquiries, addressing concerns, and ensuring their overall satisfaction. Act as a liaison between clients and internal departments to ensure seamless service delivery. Proactively identify and anticipate client needs and proactively address potential issues. Relationship Building: Build and maintain strong relationships with key decision-makers within client organizations. Develop and nurture relationships with industry partners and referral sources. Represent the organization at industry events and conferences.
Posted 2 months ago
0.0 years
2 - 3 Lacs
Ahmedabad, Gujarat, India
On-site
Description We are seeking a Customer Support Executive to join our team in India. This role is ideal for freshers/entry-level candidates looking to start their career in customer service. The successful candidate will be responsible for providing high-quality support to our customers, ensuring their inquiries are resolved efficiently and effectively. Responsibilities Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Provide accurate, valid, and complete information by using the right methods/tools. Identify and assess customers needs to achieve satisfaction. Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. Maintain detailed records of customer interactions and transactions. Collaborate with team members and other departments to enhance the customer experience. Skills and Qualifications Excellent verbal and written communication skills in English. Proficient in using customer support software and tools. Strong problem-solving skills and the ability to think analytically. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Familiarity with CRM systems and practices is a plus. Patience and empathy for customers, with a passion for delivering exceptional service.
Posted 2 months ago
3.0 - 5.0 years
5 - 8 Lacs
Bengaluru
Hybrid
About ISG: Wanted: dynamic and creative individuals ready to connect with a like-minded team. Youll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesnt mean youve got to go it alone. Over 1400 teammates from around the globe are eager to help you out when things get down to wire. Their expertise will put you on the winning path and keep you there. So, get ready to kickstart your career with a team thats connected – connected by freedom.: ISG is a leader in subscription research, advisory and strategy consulting services for senior business and IT executives, technology and software vendors and business / IT services providers. Our mission is to help our clients make better business decisions and create new business value through trusted and objective insights into the key market trends and emerging technologies driving real change. Position Summary: The Client Relations Executive will be responsible for providing personalized customer service and support to both information technology outsourcing (ITO) & business process outsourcing (BPO) and telecommunications network service providers through ISG’s Research practice. This role has a formalized career path developed by the ISG Research Executive Leadership team allowing a Client Relations Executive to pursue specific areas of subject matter expertise. These areas pertain to our business, e.g. strategic account development, benchmarking, client renewal efforts, marketing, etc. The career paths may be geared towards those who seek a management or individual contributor role within ISG Research. This role is a critical one to ISG Research’s business and the firm. We seek candidates who have exceptional client facing and time management skills as well as a strong fluency with English. The candidate will be responsible for monitoring and tracking progress of all clients; conduct onboarding sessions, enable client renewals of subscription advisory services; communicate with both internal and external stakeholders, and general support of the Provider Services sales team on related opportunities/questions/issues. The candidate will be required to have knowledge of ISG Research’s products including ISG Momentum services and other related services as they become relevant Roles and Responsibilities: Manage interaction with ISG Research’s existing clients (IT, BPO and Network service providers) Liaison between provider and ISG Advisory community Identify proper usage of momentum services by scheduling advisor briefings and workshop for the clients aligned to client’s objectives of the program Consultatively work with clients to ensure they see value out of their relationship with ISG; conduct on-boarding calls and regular cadence calls Drive and manage monthly/quarterly targets of usage of services per client assigned Provide an overview on ISG Tools, services and offerings purchased and track their usage regularly. Identify concerns of the client, if any. Compile suggestions to improve our products and manage the feedback process. Track and update client activity on a proprietary CRM Tool and create reports on a monthly/quarterly basis. Skills Required: A minimum of 3-4 years ’ experience in Client relationship and account management, marketing, and sales support function. Time management skills - The ability to juggle multiple projects with aggressive deadlines Stakeholder Management - The ability to proactively troubleshoot client issues and work the client to resolve their issues in a satisfactory manner. This includes understanding the client issues, working with internal research and IT team members to resolve the issue, and communicate clearly and positively with the client throughout the process Consultative - The ability to understand the importance of reporting to client measurement programs and to be able to discuss these concepts with clients Adaptive and Collaborative - The ability to work a flexible schedule, collaborating with US and European and APAC regions. Will occasionally require evening work hours Cross Functional Teamwork - Exceptional cross-group collaboration skills with proven track record of breaking down silos and working with others to maximize impact Communication - Excellent written and verbal communication is a must, previous experience in working directly with global clients in the Americas, Europe and APAC will be helpful Education level: Bachelor’s Degree with a diploma in Marketing/Operations At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be. The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands..
Posted 2 months ago
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