Client Servicing Manager

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

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

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.

About the company : Kings Digital is a leading digital marketing company dedicated to delivering high-quality, result-oriented digital solutions and believe in exceeding the expectations of every business and entrepreneur we collaborate with. We provide professional, creative and effective engaging content that drives traffic, boosts engagement, and promotes brand loyalty. We are currently looking for a talented and passionate Client Success Manager to join our team and be part of our exciting journey!

Role Overview

The Client Strategy Manager is responsible for managing the complete lifecycle of client projects — from onboarding and requirement gathering to strategy, execution coordination, client communication, performance tracking with team, approvals, and ongoing growth.

This role acts as the central bridge between clients, internal marketing teams, creative teams, developers, SEO specialists, paid media teams, and management, ensuring that projects move forward according to business objectives, timelines, budgets, and quality standards.

Key Responsibilities:

1. Client Account Management:

• Serve as the primary point of contact for assigned clients.
• Build and maintain strong, professional client relationships.
• Understand client businesses, services, target audiences, competitors, challenges, and growth objectives.
• Conduct regular client communication through email, WhatsApp, meetings, and project channels.
• Translate client requirements into clear internal tasks and actionable deliverables.
• Follow up with clients for approvals, assets, access, payments, content, feedback, and pending decisions.
• Keep clients informed about project progress, upcoming activities, delays, dependencies, and completed work.
• Handle client concerns professionally and coordinate internally to resolve issues.
• Maintain a proactive communication approach rather than waiting for clients to ask for updates.
• Identify opportunities to improve client satisfaction, retention, and overall account value.
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2. Client Onboarding & Project Initiation

• Manage the initial onboarding process for new clients.
• Collect required business information like branding assets, website access, Google Business Profile access, social media access and other project requirements.
• Prepare and share access/requirement sheets.
• Coordinate payment confirmation and project onboarding requirements.
• Ensure projects are properly onboarded into the internal CRM/project-management system.
• Establish project scope, deliverables, responsibilities, timelines, and dependencies.
• Coordinate internal kickoff activities between relevant departments.
• Ensure the team has sufficient information and resources before beginning execution.

3. Project Management:

• Manage multiple client projects simultaneously.
• Create, prioritize, and track internal tasks.
• Coordinate deadlines across multiple departments.
• Monitor project dependencies and identify blockers.
• Follow up with team members on pending tasks.
• Escalate critical delays or issues to management.
• Maintain project momentum and ensure deliverables are completed within agreed timelines.
• Coordinate internal meetings, standups, reviews, and project discussions.
• Prepare meeting notes, MOMs, action items, and follow-ups.
• Maintain visibility over project status from initiation to completion

4. Financial & Commercial Coordination:

• Coordinate with finance regarding invoices, payment confirmations, renewals, and outstanding payments.
• Follow up with clients regarding pending payments where required.
• Track hosting renewals and recurring service requirements.
• Identify opportunities for additional services and account expansion.
• Support upselling and cross-selling of relevant agency services.
• Ensure commercial commitments remain aligned with actual project scope.

5. Quality Assurance:

Before deliverables are shared with clients:

• Review content for accuracy and completeness.
• Check design consistency.
• Verify branding.
• Review website functionality.
• Check SEO implementation.
• Review creative quality.
• Confirm client requirements have been addressed.
• Identify missing elements or inconsistencies.
• Ensure deliverables meet agency standards.

The objective is to act as a quality-control layer between internal execution and client delivery.

6. Working Hours & International Client Coordination:

• Primarily operate within standard office working hours while maintaining flexibility based on client requirements.
• Attend occasional meetings or client calls outside standard office hours to accommodate international clients across Canada, Australia, the United States, and other international time zones.
• Coordinate with international clients when required for project discussions, approvals, strategy sessions, presentations, and urgent matters.
• Demonstrate flexibility in managing different time zones while ensuring client communication and project requirements remain on schedule.
• Outside-office-hour meetings are generally scheduled based on client availability in advance, project requirements, and business priorities, rather than as a fixed extended working schedule.

Educational Qualification & Experience:

• Bachelor's degree in Marketing, Digital Marketing, Business Administration, Communications, Management, or a related field.
• A postgraduate qualification in Marketing, Business Management, Digital Marketing, or a related discipline is an added advantage.
• Strong written and verbal English communication.
• 1-3+ years of experience in digital marketing, client servicing, account management and project management.
• Experience managing multiple clients and projects simultaneously.
• Experience working with international clients, preferably across Dubai, Canada, Australia, the United States, and other international markets.

Ideal Candidate Profile:

The ideal person for this role should be:

• Highly organized and proactive.
• Comfortable managing multiple projects simultaneously.
• Strong in client communication.
• Comfortable working with technical and non-technical teams.
• Business-minded rather than task-oriented.
• Able to understand both marketing strategy and execution.
• Comfortable with ambiguity and changing priorities.
• Strong at follow-ups and accountability.
• Detail-oriented without losing sight of the bigger picture.
• Curious about AI and emerging marketing technologies.
• Comfortable taking ownership of problems instead of simply escalating them.
• Able to convert client requirements into structured internal execution.

Work Location: In person

About Us:

We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy and committed communication company that wants its

clients to always Expect the EXTRA from it. Our primary clientele consists of Startups & Corporates like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, Collive, MTV, Toit, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, coders and a puppy momo, who

believe Moshi Moshi is an experience rather than a company.

Why Moshi Moshi?

The learning curve at Moshi Moshi is very high when compared to the industry average and that's primarily because you get to work with Companies / Brand managers / Marketers of different sizes and thought processes who push you to think better and faster. So, Hop on to the ride we dearly call Moshi Moshi and let's Say hello to the world.

PS:- We are also very close to a lot of food joints and breweries, so in case your manager/boss gives you a lot of work or is Expecting the Extra, you can quickly grab a recharge and continue with your

everyday life struggles. We can't do much about the manager!

Job Description:

As a Business Coordinator Intern, your role encompasses various crucial tasks aimed at ensuring smooth communication, efficient lead management, and streamlined operations within the organisation. Here's a refined draft of your responsibilities:

1. Client Communication Management:

- Act as the primary point of contact for incoming client inquiries, promptly addressing their queries and clarifying requirements.

- Utilise effective communication skills to articulate the company's offerings and provide relevant information to potential customers.

2. Lead Allocation:

- Screen the incoming leads and allocate the relevant ones to team members.

3. CRM Utilization and Notification Management:

- Maintain and update the Customer Relationship Management (CRM) platform to ensure accurate recording of client interactions and requirements.

- Manage notification systems to promptly address client inquiries and relay relevant information to the team for further action.

4. Collaboration with Finance Team:

- Establish regular communication channels with the finance team to coordinate invoice generation and payment processing for clients.

- Ensure timely follow-up on payment statuses and address any financial inquiries from clients.

5. Proposal Management and Client Engagement:

- Assist in the creation and distribution of proposals to potential clients, ensuring alignment with their needs and expectations.

- Maintain ongoing communication with clients to provide updates, address concerns, and facilitate any necessary adjustments to proposals or services.

By effectively managing client communications, streamlining lead management processes, leveraging CRM systems, collaborating with the finance team, and maintaining proactive client engagement, you play a vital role in driving business growth and fostering positive client

relationships as a Business Coordinator Intern.

We are looking for Receptionist/ Customer care cum Business Development Executive for our E commerce business. This is remote job which can be done from home.

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.

Job Responsibilities:

Handling all fresh inquiries by making outbound phone calls, answering basic queries, and scheduling their appointments with the Counsellors of K11.

These would be all the leads who have already inquired about the courses at K11 through various media.

The calls would NOT be cold calls to random data. Follow up calls to all these inquiries as required.

Update the details on CRM and other systems used by the company Submit daily activity report to immediate superior.

Desired Profile:

Excellent communication and coordination skills, counseling skills required.

Should be target-oriented, focused, proactive, and a keen learner (one who reads or is constantly learning and upgrading his or her knowledge base)

Preferred Qualifications:

Experience: 1 -4 years (Preferred a call center experience) Education: Graduate

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.

Parsewave builds evaluation and post-training data for frontier AI labs. We work on custom datasets, expert evaluations, reasoning traces, and other data used to train and test advanced AI models.

We are hiring someone to help with client outreach and relations.

The job is straightforward to describe but difficult to do well: research the right people, understand what they care about, and write emails and messages that actually get replies.

What you will do

- Research AI labs, researchers, teams, and potential clients

- Write thoughtful, personalised emails and messages

- Manage follow-ups without sounding automated or pushy

- Learn Parsewave’s work, pitch, clients, and communication style

- Track conversations and make sure promising leads do not go cold

- Improve our outreach based on what gets replies

- Help maintain client relationships once conversations begin

What we are looking for

Excellent written and spoken English is essential. Your writing should sound human, natural, and sharp. Generic, over-polished AI copy will be an immediate no.

You should have a basic understanding of AI. You should roughly know how models are trained and what researchers at companies such as OpenAI, Anthropic, and Google DeepMind work on. You do not need to be a researcher.

You should learn quickly and work independently. We will teach you our pitch, tools, and style, but we do not want someone who needs constant instructions or follow-ups.

You should also be reliable and easy to work with: low ego, responsive, and able to get things done without drama or unnecessary delays.

Experience with cold outreach, sales, marketing, partnerships, or client relations is useful, especially if you can show real replies, meetings, or other outcomes. It is not compulsory.

This may be a good fit if you have worked in a founder’s office, at an AI or developer-tools startup, in partnerships or community, or as a strong technical or B2B writer.

How to stand out

Along with your application, include:

1. A short writing sample that represents your natural voice.

2. An example of an email, message, campaign, or piece of writing that produced a real response or result. If you do not have one, tell us how you would research and approach a potential client at an AI lab.

We care more about judgment, writing quality, learning speed, and reliability than credentials or years of experience.