Relationship Manager

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

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Description of the Role

We are hiring a Client Relationship Executive with experience in client coordination, service management, and customer relationship handling. 

Location: Nagercoil, Kanyakumari

Experience: 3-5 Years

Salary: As per Company Standards

Employment Type: Full-Time

Skills Needed

Client Relationship Management

Customer Service and Client Coordination

Communication and Interpersonal Skills

Documentation and File Management

Planning, Scheduling, and Team Coordination

Problem-Solving and Complaint Handling

CRM and Client Database Management

Service Quality Monitoring and Follow-Up

Key Responsibilities

Achieve revenue targets fixed by the management.

Maintain complete client records and provide regular updates on project status.

Build and maintain strong relationships with clients to enhance customer satisfaction.

Communicate regularly with clients regarding work progress and service updates.

Ensure timely completion of all assigned services within the production department.

Plan, schedule, and allocate work efficiently to the technical team.

Coordinate discussions between clients and internal teams to understand and fulfill requirements.

Arrange technical interactions, meetings, and demonstrations whenever required.

Ensure service quality and timely project completion to maintain client satisfaction.

Maintain all client agreements, forms, and related documents confidentially.

Handle complete file management, including both softcopy and hardcopy records.

Resolve client concerns effectively and ensure a positive customer experience.

Required Qualifications

Bachelor's Degree in Business Administration, Management, Marketing, or a related field.

3-5 years of experience in client servicing, customer relationship management, or business coordination.

Strong communication and coordination skills.

Ability to handle multiple clients and maintain accurate records.

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.

Job Overview

Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.

Key Responsibilities:

• Onboard referral partners and expand the business network while building strong relationships
• Act as the primary contact, ensuring smooth communication and partner support
• Drive revenue through partner leads, conversions, and engagement strategies
• Monitor performance, resolve issues, and identify opportunities through market insights.

Key Requirements.

• 3–5 years of experience in partnership, business development, or relationship management
• Strong English communication, negotiation, and interpersonal skills
• Proven ability to build relationships and achieve targets
• Self-driven, with the ability to manage multiple partners and analyze performance metrics

Preferred Skills.

• Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.

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

Job Summary:

The role will be responsible for maintaining and enhancing long-term relationships with property owners, tenants, and corporate clients. The role involves ensuring customer satisfaction, handling service requests efficiently, coordinating with internal departments, and driving retention and referral growth for the Property Management business.

Key Responsibilities: 

Customer Relationship & Communication

• Act as the primary point of contact for property owners and tenants.
• Handle all customer queries, feedback, and complaints with prompt and professional responses.
• Maintain regular communication with clients to update on property status, maintenance activities, and tenancy details.
• Build strong relationships through personalized engagement and proactive service.

Service Coordination

• Liaise with internal teams (maintenance, renting, finance, and legal) to ensure smooth service delivery.
• Ensure timely resolution of service tickets and customer issues.
• Coordinate tenant move-ins, move-outs, and periodic property inspections.
• Follow up on maintenance and repair works and communicate updates to clients.

Data & CRM Management

• Maintain updated records of customer interactions, service requests, and resolutions in the CRM system.
• Track customer satisfaction levels and suggest improvements in service delivery.
• Prepare and share periodic reports on customer engagement, feedback trends, and retention metrics.

Retention & Growth

• Support initiatives for customer retention, renewals, and referral generation.
• Contribute to the development of client loyalty programs in paying rent on time from client.

Operational Support

• Assist in on boarding new property owners and ensuring documentation compliance.
• Work with the finance team to manage invoicing, payment follow-ups, and related customer communication.

Telecalling & Customer Support

• Make outbound sales and follow-up calls.
• Answer inbound customer inquiries promptly.
• Resolve customer complaints efficiently.
• Explain product or service features clearly.
• Achieve daily and monthly call targets.

Key Skills & Competencies:

• Excellent communication and interpersonal skills
• Customer-centric mindset with problem-solving attitude
• Ability to multitask and manage multiple client accounts
• Proficiency in MS Office & maintaining Google docs.
• Basic understanding of property management processes
• Strong coordination and follow-up skills
• Attention to detail and professionalism

Qualification & Experience:

• Any Graduate
• 1–3 years of experience in customer relationship management, preferably in property management, real estate, Hospitality management or facility management sectors. Mandatory experience in Telecalling.

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