Wealth Relationship Manager

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'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 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

Job Description:

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.

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%.

Qualification: MSc IT or MCA or BMS with MBA in Sales/Marketing

Experience: 6+ years of enterprise sales experience in BFSI technology / SaaS / fintech / lending tech sales.

Role Overview

We are looking for a Senior BDM - Enterprise Sales with deep experience in BFSI (Specifically Lending) who has independently driven mid-to-large ticket technology deals from prospecting to closure, while also growing and managing strategic enterprise accounts.

Products To Be Sold

Loan Origination System (LOS) - goOriginate (https://credility.in/goOriginate) and its modules.

Key Requirements

Proven track record of:

● Independently closing enterprise BFSI deals

● Handling long sales cycles (3-9-12 months)

● Selling Fintech or Lending Tech Product/ Solution Skill Set

● Added advantage if sold Loan origination system or Onboarding system or CRM.

● Driving revenue expansion through new business logos, cross-sell and up-sell.

● Building long-term CXO relationships within enterprise accounts

● Enterprise solution selling & consultative sales

● Key Account Management & relationship expansion

● Account mining and revenue expansion strategies

● Strong negotiation & commercial acumen

● Stakeholder & objection management and Strong gap analysis

● Lending domain understanding

● CRM discipline & forecasting accuracy

● Strong executive communication & presentation skills

Roles and responsibilities

1. Deal Ownership & Closures

● Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

● Close mid-to-large ticket deals (Avg. 1 Cr p.a or 4 Crs for 3 Yrs to 5 Yrs TCV deal size ).

● Understand lending workflows.

● Create account penetration strategies for targeted HFCs and NBFCs to get New business logo or Upsell/ Cross sell.

● Build a strong pipeline through outbound prospecting, strategic networking events, referrals, and inbound opportunities.

● Engage CXOs and senior stakeholders across Lending functions (Business, IT & Management).

● Position value-based selling around ROI, operational efficiency, compliance, and scalability.

2. Pipeline Generation & Forecasting

● Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

● Consistently deliver quarterly and annual TCV targets.

● Track account growth metrics, new logo, renewal forecasts, and expansion pipeline

3. Commercials, Negotiation & Contracting

● Lead pricing discussions, discounting logic, and value justification.

● Close commercial negotiation while protecting margin and long-term account value.

● Drive enterprise deals to final stages negotiating multi-year legal contracts.

Role Overview

We are looking for a Senior BDM – Enterprise Sales with deep experience in BFSI (Banks, NBFCs, HFCs, Fintechs) who has independently driven large-ticket SaaS / technology deals from prospecting to closure.

The role demands ownership of the full sales cycle, strong stakeholder management, and the ability to navigate complex enterprise buying processes involving CXOs, Risk, IT, Compliance, and Procurement teams.

Key Requirements

Proven track record of:

●     Independently closing enterprise BFSI deals

●     Handling long sales cycles (3–9 months)

●     Working with banks, NBFCs, HFCs, or large fintechs

●     Experience selling CRM, Loan Origination Systems (LOS), Loan Management Systems (LMS), Collections & Recovery Platforms, Workflow Automation, Risk Management, Digital Lending, Customer Engagement, Contact Centre, Field Force Automation, or other Enterprise BFSI software solutions.

• Ability to engage with CXOs and senior stakeholders across Business, Operations, IT, Risk, Compliance, Procurement, and Digital Transformation teams.

Skill Set

●     Enterprise solution selling & consultative sales

●     Strong negotiation & commercial acumen

●     Stakeholder & objection management

●     · Strong understanding of BFSI processes including lending, CRM, customer lifecycle management, collections, risk, compliance, digital transformation, and workflow automation.

●     CRM discipline & forecasting accuracy

●     Strong executive communication & presentation skills

Roles and responsibilities

1. Enterprise Deal Ownership & Closures

●     Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

●     · Independently manage and close enterprise technology deals with an individual deal value of ₹1.5 Cr+ TCV, while driving commercial negotiations and executive stakeholder alignment.

●     Drive deals to final stages including legal, procurement, InfoSec, and commercial negotiations.

2. BFSI Account Penetration

●     Build and manage relationships with CXOs, Heads of Collections, Risk, Operations, IT, Legal & Compliance.

●     Understand BFSI lending, collections, recovery, legal, and compliance workflows.

●     Position value-based selling around ROI, operational efficiency, compliance, and scalability.

3. Pipeline Generation & Forecasting

●     Build and maintain a strong qualified enterprise pipeline (own sourcing + strategic inbound).

●     Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

●     Consistently deliver quarterly and annual TCV targets.

4. Commercials, Negotiation & Contracting

●     Lead pricing discussions, discounting logic, and value justification.

●     Close deals while protecting margin and long-term account value.

Preferred Industry Background

Candidates from organisations selling Enterprise CRM or BFSI software solutions such as CRM Platforms, LOS, LMS, Collections Platforms, Contact Centre/CCaaS, Workflow Automation, Customer Engagement, Digital Lending Platforms and Enterprise SaaS serving Banks, NBFCs and HFCs.

IBDIC (Indian Banks' Digital Infrastructure Company) is a consortium of eighteen banks – Axis Bank, Bank of Baroda, Canara Bank, Federal Bank, HDFC Bank, ICICI Bank, IDBI Bank, IDFC Bank, IndusInd Bank, Indian Bank, PNB, RBL Bank, Kotak Bank, South Indian Bank, Standard Chartered Bank, SBI, Yes Bank, Union Bank of India as investors.

The objective of the organisation is to build Public Digital Infrastructure for Banking using blockchain and other emerging technologies leveraging the network of members to enable high volume and cost- effective financial transactions.

IBDIC is looking for a dynamic and result-oriented Manager – Ecosystem Partnerships & Growth (EPG) to support business development, strategic partnerships and product adoption across banks, NBFCs, fintechs and other financial institutions. The incumbent will be responsible for identifying business opportunities, building strong relationships with banking stakeholders, driving engagement and coordinating with internal teams to support the commercialization and adoption of IBDIC's solutions.

Key Responsibilities

• Banking Partnerships: Build and maintain relationships with private sector banks, NBFCs, fintechs and other ecosystem partners to drive business growth.
• Business Development: Identify new business opportunities, generate leads, develop partnership pipelines and support commercial closures.
• Stakeholder Management: Engage with banking stakeholders, business heads and key decision makers to understand requirements and identify potential use cases.
• Product Adoption & Growth: Drive awareness, onboarding and adoption of IBDIC's digital banking solutions across partner institutions.
• Strategic Alliances: Identify opportunities for collaborations and partnerships to expand IBDIC's ecosystem presence.
• Commercial Coordination: Support pricing discussions, business proposals, negotiations and partnership agreements.
• Market Intelligence: Track industry trends, competitor activities and emerging opportunities within the banking and fintech ecosystem.
• Cross-Functional Collaboration: Work closely with Product, Technology, Customer Success, Finance and Legal teams to ensure successful partnership execution.
• Reporting & Tracking: Maintain partnership pipelines, track engagement progress and provide regular updates on business development activities.

Must Have

• 5–10 years of experience in Banking, BFSI, Fintech, Payments, Digital Banking or related sectors.
• Strong experience in business development, strategic partnerships, relationship management or ecosystem growth.
• Good understanding of private sector banking operations, financial products and digital banking solutions.
• Existing relationships with banking stakeholders and decision makers, preferably within private sector banks.
• Experience in identifying business opportunities, managing partnership pipelines and supporting commercial negotiations.
• Strong communication, presentation, negotiation and stakeholder management skills.
• Ability to work independently and collaborate effectively with cross-functional teams.
• MBA / Management qualification preferred.

Preferred

• Experience working with banks, transaction banking, trade finance or digital banking solutions.
• Exposure to Digital Public Infrastructure (DPI), payments, fintech platforms or financial infrastructure.
• Experience in onboarding banking partners and driving digital product adoption.
• Understanding of banking technology platforms, API-based solutions and financial ecosystems.
• Proficiency in Trade Finance products, processes and banking operations, including Letters of Credit, Bank Guarantees and Import/Export transactions.
• Exposure to banking industry associations and ecosystem initiatives.

Compensation: Industry Benchmarking

Location: Times Square, Marol, Andheri, Mumbai

Why IBDIC:

·        Be part of consortium backed by 18 Banks

·        Highly enthusiastic team with excellent management support & growth path

·        Strong leadership inspiring lives with amazing success stories

Ready to be part of something extraordinary? Join our team in this dynamic, new frontier where we're backed by 18 National banks, driven by a highly motivated and well-supported team, and led by an inspirational leadership that's already scripted remarkable success stories. Let's shape the future together.

Job Title: Business development Manager/ Key account Manager

Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata

Job type: Full time, On site

About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals

1. BFSI Solutions

2. KYC and background check Solutions

3. AI Solutions

Key Responsibilities

•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company

•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.

•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry

•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business

•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively

Must have work Experience

• Ability of customer facing Business-to-Business and Client Acquisition.
• Previously handled clients from technology & BFSI sector
• Understanding of channel operating models and conflict resolution.
• Prior experience from Bank or Fintech Industry background.

Qualification & Functional Skills

•Graduate in any stream

•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends

•Ability to develop and conduct effective presentations with decision makers.

•Impact & Influence

•Need for Achievement (nAch)

•Building Relationships & Networking

•Willing to work in a high-pressure & changing sales setup

•Excellent verbal and written communication skills

•Good MS Power-Point and MS-Excel skills

For more visit www.timbleglance.com