Executive - Client Relations

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.

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.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Customer Support Executive for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

Client Acquisition Executive

Responsible for identifying and acquiring new clients through lead generation, outreach, calls, emails, and networking. Build and maintain client relationships, understand customer needs, handle objections, follow up with prospects, and achieve client acquisition and sales targets.

Key Responsibilities

1. Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
2. Develop a growth strategy to bring financial gains and delighting clients.
3. Suggest ways and means to endorse the products and services of the organization.
4. Keep a close tab on the strategic moves made by the competitors.
5. Maintain and manage records of sales, revenue, collections, invoices and others.
6. Build long-term association with the existing clients and prospects.
7. Nurture the subordinates to turn into thorough professionals.
8. Prepare bespoke sales contracts
9. Attend conferences, exhibitions and fairs to promote the company’s offerings.
10. Develop new markets and regions to promote the products and services of the organization.
11. Align personal goals with the vision and key objectives of the organization.

Key Attributes

1. Excellent communication skills and interpersonal skills.
2. Thorough knowledge of the products and services and about the markets.
3. Flair to research and keep a tab on changing trends.
4. Ability to build relationships
5. Good Listener.
6. Absolute Professional attitude
7. Effective Negotiation skills.
8. Willing to travel and must possess two/four-wheeler
9. Inspiring team player
10. A true go getter
11. If you feel that you may handle the responsibilities most efficiently and effectively and possess the characteristics mentioned, we would love to hear from you.

Job Title: Customer Relationship Executive

Job Location: Arjan Garh

Ramaa Hyundai

Job Role:

Making Calls to customer for their update regarding purchase of new car.

Converting successful lead from the data.

Follow up on previous and existing client

Maintaining Daily report of work.

Requirement:

Fresher to 2 years of experience can apply

Good communication skills

Basic knowledge of Computer

Preferred:

Telesales experience preferred

Females Preferred

Sales Executive:

Job Description

We are looking for a motivated and communicative Sales Executive to promote and sell our digital marketing services (SEO, Social Media Marketing, Performance Marketing, Website Development, and Branding) to B2B clients. You will generate leads, connect with prospects, pitch our solutions, and convert them into long-term clients. This role suits freshers and early-career professionals who are confident in communication and motivated by targets.

Key Responsibilities:

• Identify and research potential B2B clients and new sales opportunities for our digital marketing services.
• Generate leads through LinkedIn, cold calling, email outreach, and networking.
• Connect with prospects via calls, emails, and meetings to understand their business needs.
• Present and pitch suitable digital marketing solutions to potential clients.
• Prepare and share quotations, proposals, and service presentations.
• Follow up with leads and negotiate to convert them into clients.
• Coordinate with the marketing and technical teams for smooth client onboarding.
• Build and maintain good relationships with clients to encourage repeat business.
• Maintain lead, follow-up, and conversion records in the CRM or tracking sheets.
• Achieve monthly sales targets, revenue goals, and KPIs.

Requirements & Qualifications:

• Bachelor’s degree in Business, Marketing, or a related field (preferred).
• 0 to 2 years of experience in sales, inside sales, or business development (freshers with strong communication skills may apply).
• Strong verbal and written communication skills.
• Good negotiation, persuasion, and presentation skills.
• Basic knowledge of digital marketing (SEO, PPC, Social Media Marketing, Google Ads, etc.).
• Ability to handle lead generation, client handling, and sales conversion.
• Familiarity with CRM tools or LinkedIn Sales Navigator is a plus.
• Ability to work in a target-driven environment and meet deadlines.

Job Requirements: • Good communication and interpersonal skills. • Visit medical colleges for sales promotion and data collection. • Drive sales through warm calling, student engagement, and course promotion. • Close deals and achieve assigned sales targets. • Handle student queries and coordinate with students, faculty, and parents. • Follow up on course fee payments. • Travel across Hyderabad for college visits and marketing campaigns. • Visit our Chennai branch twice a month for meetings.