
About the Company:
It is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.
Location: Ahmedabad
Job Description:
• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
• Responsible for managing HNI clients and acquiring new customers
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios
Requirements:
• Graduate + MBAs from premier institutes
• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
• Should be an aggressive, result-oriented & self-motivated professional
• Should have experience in handling HNI Client Acquisitions and Relationship Management & service
• Ability to engage clients in meaningful conversations about their finance
• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
• Strong interpersonal skills with an ability to generate trust and confidence in clients
• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

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Greetings!!
We are hiring for TAM ( Technical Account Manager) and please find the below details :
CADeploy Engineering Pvt.Ltd (http://www.cadeploy.com/"> www.cadeploy.com ) To give a brief introduction about my Company, we are an emerging MNC Engineering firm with a footprint, serving mid-market and large Organizations in the USA,CANADA,Europe and UK. We provide Mechanical, Civil, Architectural and Structural Engineering solutions in Building Construction, Industrial, Infrastructure, Automotive and Aerospace sectors.
Visit our website http://www.cadeploy.com/">www.cadeploy.com for further details
Job Location : Hyderabad
Shift : Fixed Night Shift
Job Overview
The TAM manages an assigned client base, both engaged and prospective, by acting as a technical and consultative resource that coordinates with other departments within CADeploy to facilitate client needs. The TAM ensures the highest level of client satisfaction through identification of specific requirements, transcribing these into clear communication and follow-through on commitments. The general purpose is to maintain healthy relationships and project performance through continual pulse monitoring with the client. This will include checks on service delivery performance, recognition of special requirements, flagging of risk perceptions, etc. The objective is to build and maintain a strong working affiliation for continuity of account while guiding the technical and managerial execution for efficiency and effectiveness. This role is essential to the growth plan of CADeploy as a foundation to its brand recognition for quality performance.
Responsibilities and Duties
The TAM will be expected to generally execute on the following across an assigned client base:
- Serve as an important point of contact for key clients as well as all internal stakeholders.
- Develop and nurture strong client relationships through top level customer service.
- Know and document client requirements and concerns, understand the details of their business processes and ensure that CADeploy will appropriately meet their evolving needs.
- Provide excellent, regular client communications and responsive, consistent follow-through on all issues and actions.
- Coordinate and assist with the roll-out of CADeploy’s services offering to new clients as required.
- Drive strategic planning and development of improvements and work.
- Handle client requests and assist in the development of quotations/proposals ensuring that CADeploy’s standards are enforced uniformly.
- Facilitate internal project hand-offs to verify that the work performed is complete and meets the client’s, as well as, CADeploy’s standards.
- Provide customized, end-user (staff) communications for all new clients engaged, ensuring a seamless and successful deployment of CADeploy’s services to their specific standards.
- Act as an escalation point for technical and client service issues as necessary.
- Work with the PMO and delivery team to direct troubleshooting efforts on escalated issues as needed.
Regards,
Bhavani

