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Customer Relationship Manager jobs in Pune
JOB DESCRIPTION Role: Relationship Managers (Motor) – Agency channel What is the purpose of the role - • Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process • Create offline...
About TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...
As an Associate Relationship Manager – Commercial Banking, you will support Relationship Managers in acquiring and activating clients, driving book growth and fee income, and cross-selling transaction banking products (such as Cash Management Services and Trade Services) and treasury/FX solutions. The role involves ensuring flawless execution, documentation, and compliance across the portfolio...
Job Description- Sales Executive- Real Estate Experience- 3 to 6 years Key Capabilities Expected from the Candidate The ideal candidate should: - Possess excellent verbal and written communication skills with the ability to build trust and long-term client relationships. - Demonstrate strong sales acumen and negotiation skills in real estate, construction, or design-led projects. - Be smart,...
We’re Hiring | Relationship Manager – Investments (Sales-Driven Role) About Us Money Lancer Investments Pvt. Ltd. is a Pune-based wealth management and mutual fund distribution firm with a strong client base of 1,400+ investors, including retail, HNI, and NRI clients. Our focus is on scalable growth, disciplined investing, and long-term client relationships. Role Overview We are looking for a...
The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
- Job Description Title – Relationship Manager – Investment Services- Qualification Required– Graduates & NISM VA- Job Responsibilities:Existing Customers – Relationships Mapped• Responsible for managing relationships with clients & providing investment advisory services• Monitoring and managing client portfolios, developing and implementing investment strategies• Get the Risk Profiling Done•...
Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...
Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund.Location: Dhule/Nashik/Satara/Wardha/AurangabadExperience Required: Min 1 yearJob Description:• Ability To create quality network & exposure in local market.• Acquisition and managing of new as well as existing financial advisors / distributors from market.• Should be AMFI Passed/or need to pass...
Job Title: Customer Success Manager Location: Baner, Pune About Us: Truein is a fast growing B2B SaaS product company, offering Attendance & Timesheet solutions to the companies with Contractual and Distributed workforce. 500+ customers across the globe now believe in what we do and have embarked on this journey with us. At Truein, we are on a mission to bring transparency and controls in the...
Customer Success Manager – Energy & Operational Intelligence Experience: 6-12 years Location: Pune Work Mode: Onsite Our Client is hiring a Customer Success Manager to drive measurable energy and operational outcomes for industrial customers. This is a high-impact, field-oriented role focused on realized savings, performance improvement, and account expansion. You will be responsible for...
We’re looking for a Support & Operations Manager to handle day-to-day support requests and assist with basic operational tasks. This is not a senior-level role, but it requires excellent communication, organization, and problem-solving skills. You’ll be the go-to person for resolving routine issues, ensuring smooth support processes, and maintaining operations when the core team is...
SocialPilot is looking for an Manager-Customer support(US Shift) to partner with SocialPilot’s customers and make them truly successful in achieving their social media goals. As a part of the customer success team, you will help prospects in understanding if SocialPilot is the right platform for them. You will also work with customers to resolve any issues, help them adopt new features, and...
🌟 We’re Hiring! CRM Executive with experience in real estate and building projects– Join Our Team in Pune! 🌟 Apply today or share this post with your network. 🕒 Shift: Night Shift What you’ll do: ✅ Manage and maintain our CRM database with accuracy ✅ Support the sales and operations teams with client communications ✅ Resolve customer queries promptly and professionally ✅ Assist in...
Wealth - Client Relationships Associate 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...
Role Summary -Senior Manager – Customer Care is responsible for leading customer care operations, elevating service quality, and driving a customer-centric culture. This role blends strategic vision with hands-on operational involvement to ensure superior customer satisfaction, efficient service delivery, and continuous process innovation. In addition to leadership duties, the Senior Manager will...
Role Overview:Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel. This role will act as the primary SPOC for all Life, General, and Health insurance partners, owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...
Job Summary – Customer Support Representative Inbound Customer Service – Good Communication Responsibility: - Answering Customer Calls/emails/chat as per training imparted and Standard Call Handling Procedures available. - Answering calls/ emails as per client mandated procedures. - Updating the Account Status on Client Database. - Creating appropriate records of calls on the in-house...
About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...