Client Relationship Executive - Hindi

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Client Servicing Manager

Location: Goregaon, Mumbai

Experience: 3–8 Years

Employment Type: Full-Time

Industry: Event Management

Job Summary

We are looking for an experienced Client Servicing Manager to manage client relationships, understand client requirements, coordinate event execution and ensure successful delivery of events.

The ideal candidate should have strong client-facing skills and experience in event management, corporate events, experiential marketing, BTL or related industries.

Key Responsibilities

• Act as the primary point of contact for clients and build strong, long-term relationships.
• Understand client requirements, briefs and objectives.
• Coordinate with internal teams, vendors and stakeholders for smooth event execution.
• Manage client expectations and provide appropriate solutions and alternatives.
• Ensure timely and successful delivery of events as per client requirements.
• Prepare regular account status reports and conduct post-event evaluations.
• Identify opportunities for account growth, upselling and cross-selling.
• Handle client concerns and resolve issues effectively.
• Maintain high levels of client satisfaction.
• Stay updated on event industry trends and provide relevant insights.
• Manage multiple projects simultaneously while meeting deadlines and quality expectations.

Candidate Requirements

• 3–8 years of experience in Client Servicing / Account Management.
• Experience in Event Management / Experiential Marketing / BTL / Corporate Events preferred.
• Strong client relationship and stakeholder management skills.
• Excellent verbal and written communication skills.
• Strong presentation, negotiation and coordination skills.
• Ability to manage multiple projects and work under pressure.
• Strong problem-solving and organizational abilities.
• Good knowledge of MS Office and CRM software.
• Bachelor's degree in Business Administration, Marketing, Hospitality or a related field.
• Candidates based in Mumbai preferred.

Who you are ?

SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.

As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.

This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.

What You'll Do

• Onboard new clients and understand their goals, requirements, and expectations
• Serve as the primary point of contact for assigned accounts
• Build strong relationships with clients and key stakeholders
• Coordinate with internal teams to ensure successful campaign delivery
• Provide regular updates, reports, and progress communication
• Manage feedback, approvals, revisions, and client requests
• Monitor account health and identify potential risks proactively
• Improve retention through excellent communication and service
• Identify upsell and cross-sell opportunities where appropriate
• Maintain accurate client records and activity history in Pipedrive

What We're Looking For

• Excellent written and spoken English
• Strong relationship-building and communication skills
• Strong organizational and project management abilities
• Ability to manage multiple client accounts simultaneously
• Problem-solving mindset
• High attention to detail
• Professional and confident client-facing communication
• Ability to handle difficult conversations diplomatically

Preferred Experience

• 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
• Experience working in an SEO, digital marketing, SaaS, or agency environment
• Experience managing international clients
• Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
• Experience working with remote teams

Bonus Points If You Understand

• SEO
• Link Building
• Digital Marketing
• SaaS Businesses
• Agency Operations
• Client Retention Strategies
• Customer Success Processes

Tools You'll Use

• Pipedrive
• Slack
• Google Meet
• Google Workspace
• Service Provider Pro

What Success Looks Like

Within your first few months, you'll be expected to:

• Manage client communications confidently
• Successfully onboard clients independently
• Maintain accurate CRM records
• Coordinate effectively with internal teams
• Build strong client relationships
• Identify opportunities to improve retention and account growth

Why Join SERP Forge?

• Fully remote role
• Work with international SaaS companies, agencies, and brands
• Direct impact on client retention and business growth
• Opportunity to help shape our client success processes
• Collaborative and growth-focused environment
• Long-term career progression opportunities

How to Apply:

Please send:

• Your resume
• A short introduction about yourself
• Details of your client-facing experience
• Any experience with SEO, digital marketing, SaaS, or agency services

Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.

If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.

About the Position:

We are looking to hire a highly motivated, well-spoken Key Account Manager who can help EasyEcom in key account management and customer retention. As a Key Account Manager, your daily job would involve developing relationships with clients and ensuring their expectations are being met.

About EasyEcom:

EasyEcom is an industry-leading omnichannel order & warehouse management solution for e-commerce businesses and multichannel retailers like Epigamia, Mondelez International, My Glamm, Borosil, Prestige, etc. We are persistently growing, from a few hundred clients to over 7000+ global clients, a handful of dedicated team members to 160+ members strong team, and being VC funded, we are continuing to expand over and beyond!

Roles & Responsibilities:

● Developing strong relationships between key clients and companies.

● Resolving key clients' issues and complaints promptly

● Understanding the business needs of key accounts, and providing them with an effective solution.

● Managing communication between the key accounts and internal teams (Support Team, Sales Team, Tech Team).

● Upselling to key accounts presenting reports on account progress, and sharing future goals with other team members.

Requirements:

● Candidates with a bachelor's in technology or business are preferred.

● Candidate should speak gujarati fluently.

● A minimum of 2+ years of experience in account management.

● Excellent communication skills and listening skills.

● Fluency in both English and Tamil.

● Should be able to quickly get a thorough understanding of the company's product.

● Should be able to multitask and manage time effectively.

● Should have strong interpersonal relationship skills.

● Ability to understand the company’s key clients and their position in the industry.

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

About Codemonk

Codemonk is a product and digital engineering (PDE) services company. We build custom software across three service lines: Enterprise AI (knowledge retrieval, agentic workflows, process automation), Enterprise Application Engineering (portals, platforms, and enterprise integrations), and Computer Vision & Industrial AI (safety monitoring, quality inspection, spatial intelligence). We work with global enterprises, including a long-standing relationship with a Fortune 500 FMCG company, alongside specialized industrial and technology clients across India and Japan. About the role You'll own a portfolio of existing accounts spanning our largest strategic relationships and a set of smaller, recurring accounts. Twelve months in, you will be running structured account plans for your top accounts, owning the commercial relationship — pricing, negotiation, deal shaping — rather than relaying proposals from our pre-sales team. You'll have built a track record of self-originated cross sell and upsell opportunities across all three of Codemonk's service lines. On our very largest accounts, you'll operate alongside company leadership, who stay involved as executive sponsors — this role is the account strategist and day-to-day commercial owner, not a replacement for that senior relationship.

What you'll do

• Own the commercial relationship for a named portfolio of existing accounts, spanning global enterprise and mid-market industrial clients, from high-touch strategic accounts to lighter touch recurring ones

• Build and maintain structured account expansion plans — growth levers, quarterly roadmap, risk register — for your top accounts, and run regular account reviews.

• Proactively identify and pitch cross-sell and upsell opportunities across Codemonk's three service lines, rather than waiting for the client to ask

• Own pricing strategy and commercial structuring for deals within your accounts, partnering with our pre-sales team for technical scoping and estimates rather than simply passing their output through

• Track account health signals — utilization, satisfaction, delivery feedback — in partnership with delivery teams, and convert them into commercial conversations before they become risks

• Keep CRM records for your accounts accurate and complete, as a byproduct of running the account well — not as the job itself

• Partner with company leadership on executive-level engagement (client visits, roadmap workshops) for your most strategic relationships

What we're looking for

Required

• 5–7 years of experience in account management, client partnership, or enterprise sales within a project-based professional services, IT services, or software consulting environment (not primarily subscription/SaaS customer success)

• Experience owning commercial outcomes for enterprise accounts — pricing conversations, contract negotiation, deal structuring — not just relationship maintenance

• A track record of growing revenue within existing accounts through self-originated cross sell or upsell, not only responding to inbound requests

• Comfort translating technical capability into business value for enterprise stakeholders, and partnering closely with technical or pre-sales teams for deeper scoping

• Strong CRM discipline and follow-through

• Excellent stakeholder management skills, comfortable navigating multiple levels of a large enterprise organization Preferred

• Experience managing accounts in FMCG, manufacturing, or industrial sectors

• Experience selling AI, data, or software services specifically

• Exposure to international client engagement, particularly Japan

• Experience building and running structured account plans or quarterly business reviews

Account Manager

Sales · Revenue

📍 Noida · 🕐 Full-Time · 🧭 7-12 Years

The Mission

We aren't automating scripts — we're deprecating the era of manual-heavy testing entirely. TestMu AI is building the world's first AI-native platform where Agentic Intelligence autonomously plans, authors, and self-heals the entire Quality Engineering lifecycle.

Advance revenue growth by nurturing and expanding key accounts through strategic relationship management.

The Pillars of Impact

🚀 1. Account Expansion (50%)

• –Drive product adoption within key accounts.
• –Identify and execute upsell opportunities.
• –Expand footprint through cross-selling initiatives.
• –Maintain high-level client satisfaction and loyalty.

⚙️ 2. Stakeholder Engagement (30%)

• –Manage complex stakeholder relationships effectively.
• –Serve as primary contact for all client communications.
• –Navigate client organizations to identify key decision makers.

🧠 3. Strategic Insight (20%)

• –Analyze account performance to inform growth strategies.
• –Provide feedback to product teams for continuous improvement.
• –Utilize industry insights to enhance client engagement.

Must-Haves — Do not apply unless you have these

• ✓You must have experience in relationship management.
• ✓You must have the ability to identify upsell opportunities.
• ✓You must have experience in managing stakeholder relationships.

The Bar — What you must prove

Proven revenue growth from key account management.

Increased revenue by 30% year-over-year in previous roles.

Demonstrated ability to execute upsell strategies.

Successfully upsold products, achieving a 20% increase in sales.

Effective stakeholder relationship management.

Managed and retained top-tier clients for over 5 years.

Strong product adoption initiatives.

Led initiatives that boosted product adoption by 40%.