Client Relationships Jobs in Thane

We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. 

Role & Responsibilities:

 Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.

 Offer personalized investment solutions aligned with clients’ short-, medium-, and long-term financial goals.

 Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.

 Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.

 Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach. Qualification : Minimum Graduate from any stream. Experience : Fresher’s can apply. Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.

Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034 

Job Title – Life Insurance Executive

Location: Goregaon, Mumbai

Experience : 1-2 Years

Industry: Life Insurance

Open Positions: 30

Candidates Required: Male Candidates Only

Eligibility:

* Minimum 6 Months to 1 Year of Experience

* Experience in Banking, Finance, or Insurance Industry is Mandatory

* Freshers are Not Eligible

Roles and Responsibilities

• Drive growth of life insurance solutions by building a strong pipeline of prospective clients and converting them into policyholders.
• Manage end-to-end client engagement, from initial discovery and needs assessment to proposal presentation and policy servicing coordination.
• Provide expert guidance on available life insurance offerings, coverage structures, and benefit options to help clients make informed decisions.
• Strengthen long-term customer relationships through regular follow-ups, service updates, and proactive support.
• Represent the organization professionally during client meetings, discussions, and negotiations to ensure trust and continuity.
• Collaborate with internal teams to ensure timely processing of applications, documentation, and policy-related requirements.
• Maintain accurate client records, track interactions, and ensure data quality in reporting and CRM systems.
• Achieve individual and team performance targets through disciplined lead management and consistent engagement.
• Participate in onsite client meetings and community outreach activities based in Goregaon, Maharashtra, India.

Required Qualifications

• Proven experience in life insurance sales, advisory, or client relationship roles.
• Strong understanding of life insurance products, coverage concepts, and policy features.
• Demonstrated ability to build and maintain client relationships with professionalism and empathy.
• Excellent communication skills, including the ability to explain complex insurance concepts in a clear, client-friendly manner.
• Ability to work onsite in Goregaon, Maharashtra, India, and manage client meetings efficiently.
• Strong organizational skills to manage multiple prospects, follow-ups, and documentation.
• Customer-focused mindset with integrity and a consultative approach to selling and servicing.
• Comfort with reporting, process adherence, and maintaining accurate records in a CRM or similar system.

Key Responsibilities

• Conduct client needs analysis to identify appropriate coverage requirements, risk concerns, and financial goals.
• Present tailored policy recommendations and ensure clients understand premium structures, benefits, exclusions, and timelines.
• Generate and nurture leads, including referrals, through consistent outreach and relationship-building activities.
• Coordinate with internal stakeholders to support smooth application submission, underwriting follow-ups, and policy issuance.
• Manage renewal and ongoing service discussions by tracking policy status, answering queries, and addressing concerns.
• Ensure documentation completeness and compliance by following established sales and service procedures.
• Maintain daily/weekly activity tracking, including call notes, meeting outcomes, and pipeline status.
• Meet agreed sales and engagement targets while maintaining quality standards and customer satisfaction.
• Uphold organizational reputation through ethical practices, transparent communication, and reliable follow-through.

Job Title: Business Development Executive (Female)

Experience: 1-2 Years

Location: Sector 60, Gurgaon & Sector 113, Dwarka Expressway

Mode: Onsite( Full Time)

Joining: Immediate Hiring

Job Responsibilities

● Handle outbound and inbound customer calls

● Generate and qualify leads

● Coordinate and arrange client site visits

● Explain project details and guide customers professionally

● Maintain customer database and follow-ups

● Work closely with the sales team to achieve targets

Candidate Requirements

● Good communication skills in English & Hindi

● Confident and professional personality

● Basic computer knowledge required

● Candidate should be comfortable with calling and client handling

Preferred Background

Candidates from the following industries can apply:

● Real Estate

● Adtech

● IT Industry

● BPO

● Banking

● Aviation

Why Join Us?

● Professional work environment

● Growth opportunities in real estate industry

● Attractive incentives and career development

● Dynamic and supportive team culture

Job Title: Marketing & Business Development Manager (Wedding & Events) – Female 

Preferred​

Company: Rashi Entertainment​

Location: Delhi NCR (Work From Office)​

Experience: 5–10 Years​

Joining: Immediate 

About Rashi Entertainment 

Rashi Entertainment is a leading luxury wedding and event management company with over 28 

years of excellence in delivering premium weddings, corporate events, government projects, and 

large-scale celebrations across India. 

Role Overview 

We are looking for an experienced Marketing & Business Development Manager to drive 

business growth, generate new leads, develop strategic partnerships, and acquire high-value 

wedding and event clients. The ideal candidate should have strong industry connections, 

excellent communication skills, and a proven track record in sales and client acquisition within 

the events, weddings, hospitality, or luxury services sector. 

Key Responsibilities 

∙Generate and convert new business opportunities in the wedding and events industry. 

∙Develop and execute marketing strategies to enhance brand visibility and lead generation. 

∙Build relationships with wedding clients, luxury brands, venues, hotels, corporates, and 

referral partners. 

∙Conduct client meetings, presentations, and business pitches. 

∙Prepare proposals, negotiate contracts, and close deals. 

∙Achieve monthly and quarterly revenue targets. 

∙Manage social and professional networking opportunities to expand business reach. 

∙Coordinate with creative, operations, and production teams for successful project 

execution. 

∙Maintain long-term client relationships for repeat business and referrals. 

Required Experience & Skills 

∙5–10 years of experience in Marketing, Business Development, Sales, or Client 

Acquisition. 

∙Prior experience in Weddings, Events, Hospitality, Luxury Brands, or Lifestyle Industry 

preferred. 

∙Strong network and relationship-building capabilities. 

∙Excellent communication, presentation, and negotiation skills. 

∙Proven ability to generate leads and close business. 

∙Self-motivated, target-driven, and result-oriented professional. 

Preferred Candidate 

∙Female candidates preferred. 

∙Existing network within wedding, luxury, hospitality, or corporate sectors will be an 

added advantage. 

∙Immediate joiners preferred. 

Why Join Rashi Entertainment? 

∙Opportunity to work with one of India's leading luxury wedding and event management 

companies. 

∙Exposure to premium clients and large-scale events. 

∙Growth-oriented and dynamic work environment. 

Job Title : IT Sales & Business Development Executive 

Full time

Location : Mohali Punjab

Working Days: 5

Work Timings: US shifts

Job Overview 

We are looking for an experienced IT Sales professional to generate direct B2B clients from the USA for IT services. This role focuses on outbound sales and relationship-driven client acquisition. No freelancing platforms such as Upwork or Fiverr will be used. 

Services to Sell 

• Website & Mobile App Development, SEO & Local SEO, Digital Marketing, Google Ads (PPC), Meta Ads 
• Target Industries (USA) 
• Flooring Companies, Finance & Accounting Firms, Food & Beverage Businesses, Home Services (Plumbing, HVAC, Roofing, Cleaning, Remodeling, etc.) 

Key Responsibilities 

• Generate direct US clients using cold calling, email marketing, and LinkedIn Sales Navigator 
• Identify decision-makers and conduct sales discovery calls 
• Present IT solutions and close deals 
• Maintain CRM, follow-ups, and long-term client relationships 
• Monthly Targets & KPIs 200–300 qualified US leads per month 
• 80–100 cold calls per working day (US time zones) 
• 500–800 cold emails per month with follow-ups 
• 20–30 discovery calls booked per month 
• ⁠10–15 new US clients closed per month 
• Monthly revenue target: USD $15,000 – $20,000+ 

Required Skills 

• Strong English communication, US sales experience, outbound sales expertise, CRM usage, and understanding of US business culture, independent target-driven mindset. 

Compensation 

• Fixed salary (Target Based)+ high-performance incentives and commissions.
• Long-term growth and leadership opportunities available. 

Job Title: Production Manager​  (Events & Weddings) 

Company: Rashi Entertainment​

Location: Delhi NCR (Work From Office & On-Site Events)​

Joining: Immediate 

About Rashi Entertainment 

Rashi Entertainment is a leading luxury wedding and event management company 

with over 28 years of experience in planning and executing premium weddings, social 

events, and corporate events across India. 

Key Responsibilities 

∙Plan, coordinate, and execute production requirements for weddings and events.  

∙Manage event setup, fabrication, décor installation, sound, lighting, staging, and 

technical production.  

∙Coordinate with vendors, suppliers, production teams, and logistics partners.  

∙Prepare production timelines, BOQs, and event execution plans.  

∙Conduct site visits and oversee venue preparation.  

∙Ensure timely delivery and installation of all production elements.  

∙Monitor event budgets and control production costs.  

∙Handle on-ground event operations and troubleshoot issues during execution.  

∙Ensure compliance with safety and quality standards.  

∙Maintain inventory and production-related documentation.  

Required Skills & Qualifications 

∙Bachelor's degree in Event Management, Production, Operations, or related field.  

∙5–8 years of experience in event production, wedding production, or event 

operations.  

∙Strong vendor management and negotiation skills.  

∙Knowledge of fabrication, staging, lighting, sound, and event infrastructure.  

∙Ability to work under pressure and manage multiple projects simultaneously.  

∙Excellent communication and team management skills.  

∙Willingness to travel and work on weekends as per event requirements.  

What We Offer 

∙Opportunity to work on luxury weddings and large-scale events.  

∙Professional growth in a dynamic and creative environment.  

∙Exposure to high-profile clients and premium event projects. 

Job Role : Customer Relationship Executive

Location: Ghatkopar, Mumbai (On-site)

Employment Type: Full-Time

About the Role :

Sammmm, a Gen Z-focused beauty and skincare brand, is looking for enthusiastic and customer-centric Customer Relationship Executives to join our team. The ideal candidate should be passionate about beauty, skincare, and makeup, with excellent communication and relationship-building skills.

Key Responsibilities :

• Make order confirmation calls to customers.

• Handle RTO (Return to Origin) and delivery-related customer calls.

• Conduct customer feedback and satisfaction calls.

• Build and maintain strong customer relationships.

• Engage with customers to improve retention and repeat purchases.

• Address customer queries and provide timely support.

• Maintain accurate records of customer interactions.

Eligibility Criteria :

• Female candidates only.

• Excellent verbal communication skills.

• English language proficiency is mandatory.

• Minimum 2 years of relevant experience preferred.

• Freshers with exceptional knowledge and interest in beauty, skincare, and makeup may also be considered.

Preferred Candidate Profile :

• Passionate about beauty, skincare, and cosmetic products.

• Strong customer handling and interpersonal skills.

• Confident, energetic, and customer-focused personality.

• Ability to build rapport and maintain long-term customer relationships.

• Comfortable working in a fast-paced startup/Gen Z brand environment.

• Minimum 2 years of relevant experience preferred. 

• Freshers with exceptional knowledge and interest in beauty, skincare, and makeup may also be considered.

Must be fluent in at least two regional languages from the following:

• Tamil 

• Telugu 

• Kannada 

• Malayalam

Job Title: Business Development Manager (BDM)

Location: Chennai

Employment Type: Full Time, Permanent

Experience: 4–5 Years

Industry: Education / Training

Role Overview

We are looking for an ambitious and energetic Business Development Manager to help expand clientele. The candidate will be responsible for creating and applying effective sales strategies to drive sustainable financial growth by boosting sales and building strong client relationships.

Key Responsibilities :

·      Develop a growth strategy focused on financial gain and customer satisfaction

·      Conduct research to identify new markets and customer needs

·      Arrange business meetings with prospective clients

·      Promote products/services by addressing or predicting client objectives

·      Prepare sales contracts ensuring adherence to established rules and guidelines

·      Maintain records of sales, revenue, invoices, and related data

·      Provide feedback and after-sales support

·      Build long-term relationships with new and existing customers

·      Develop entry-level staff into effective sales professionals

Requirements & Skills -

·      Proven experience as a Business Development Manager, Sales Executive, or similar role

·      Strong sales track record

·      Experience in customer support is a plus

·      Proficiency in MS Office and CRM tools (e.g., Salesforce)

·      Market knowledge

·      Strong communication and negotiation skills

·      Ability to build rapport with clients

·      Time management and planning skills`

·      Excellent verbal and written communication skills

·      Willingness to travel frequently for client meetings and business development

Education :

UG: Any Graduate

PG: MBA / PGDM in Marketing

Designation: Sales Relationship Manager

Location: Mumbai

Type: Full-time

Job Responsibilities 

• Source new customers for home loans through field visits, referrals, and tie-ups with builders, property dealers, and real estate agents. (Loan Against Property) 
• Meet potential clients to understand their financial requirements and recommend suitable loan products. 
• Achieve assigned sales and disbursement targets. 
• Ensure customer satisfaction and proper documentation of loan files. 
• Coordinate with credit and operations teams for loan processing. 
• Maintain regular follow-ups with leads and ensure timely conversion. 

Skills:  Good communication and interpersonal skills. 

             Understanding of home loan products and processes. 

             Ability to work in a target-driven environment. 

             Self-motivated and proactive. 

Eligibility Criteria 

• Education: Minimum Graduate (any discipline). 
• Experience: 0–3/ 3-5/ 5 -10 years in sales (preferably in financial products, real estate, or banking). 

Manager — Banking Relationships & Payment Commercials

Job Title Manager — Banking Relationships & Payment Commercials

Department Finance & Accounts (Treasury)

Job Location Mumbai (Head Office)

Experience 8+ years, mandatory banking / payments background

Key Responsibilities:

Banking Relationship Management

• Act as the group's single point of contact and owner of all banking partner relationships across Etrav Tech and Eagle Crest.

• Build and maintain strong, healthy, long-term relationships with relationship managers, product heads, and senior banking stakeholders.

• Conduct regular business reviews with each bank, manage escalations, and ensure consistent service quality and responsiveness.

• Map the banking ecosystem, maintain a diversified panel of partners, and identify and onboard new banking partners where they deliver better terms or capability.

Corporate Credit Cards

• Own and manage all corporate credit card programs across the group, including issuance, limits, controls, and lifecycle management.

• Negotiate best-in-market card commercials: cashback and reward rates, credit limits, interest-free / float periods, fee waivers, and airline / category-specific benefits.

• Optimize card spend routing across issuers to maximize cashback yield and free-credit float on airline and supplier payments.

• Coordinate with the Finance team on accurate reconciliation of card spends, cashback, and reward realization.

Payment Gateway & POS Commercials

• Own commercial relationships with payment gateways, aggregators, and POS / terminal providers used for agent and customer collections.

• Negotiate the lowest achievable MDR, transaction fees, setup, and maintenance charges, and renegotiate as volumes grow.

• Benchmark payment gateway and POS commercials continuously against the market across cards, UPI, net banking, and wallets.

• Manage settlement cycles (e.g. T+1), chargeback terms, success-rate optimization, and reconciliation support, and evaluate / onboard new providers where beneficial.

Overall Banking & Forex Commercials

• Negotiate all banking commercials: current account terms, transaction banking and cash-management charges, NEFT / RTGS / IMPS fees, and BG / LC pricing.

• Negotiate competitive forex spreads, remittance charges, and cross-border payment commercials supporting Eagle Crest's overseas DMC operations.

• Negotiate and manage credit lines, working-capital, and overdraft facilities on the best available rates, limits, and terms.

• Optimize float, idle balances, and liquidity arrangements (sweeps / auto sweeps) to improve working-capital efficiency.

Market Intelligence & Benchmarking

• Maintain a live, documented benchmark of the best commercials available in the market across banks, gateways, and card issuers.

• Track new banking and payment products, schemes, network changes, and RBI / regulatory developments that affect commercials.

• Proactively bring cost-saving and revenue-enhancing proposals to the Managing Director with clear commercial business cases.

Compliance & Governance

• Ensure all banking and payment arrangements remain compliant with RBI guidelines, FEMA (for forex / cross-border), KYC norms, and PCI-DSS where applicable.

• Maintain complete and current documentation of every agreement, commercial term, amendment, and renewal.

• Coordinate with Finance and internal audit to ensure all negotiated commercials are correctly applied, billed, and reconciled.

Key Performance Indicators

• Blended Payment Cost: Reduce blended MDR plus gateway / POS processing cost as a percentage of payment throughput against a defined baseline, reviewed monthly.

• Corporate Card Yield: Maximize total card value realized — cashback, rewards, and free-credit float — as a percentage of corporate card spend.

• Commercial Benchmarking: Maintain 100% of banking, card, and payment commercials at or better than the prevailing market benchmark, validated through quarterly benchmarking reviews.

• Relationship Health: Maintain active, healthy relationships with all partner banks and resolve service escalations within agreed SLAs, with no unresolved relationship breakdowns.

• Forex & Remittance Cost: Reduce the average forex spread and remittance cost on Eagle Crest cross-border DMC payments against baseline.

• Working-Capital & Facility Terms: Secure best-available interest rates, limits, and terms on credit lines and working-capital facilities, and improve float days.

• New / Renegotiated Deals: Deliver a target number of new partner onboardings and volume-based renegotiations each year that improve commercials.

• Compliance & Documentation: Maintain 100% compliant and fully documented banking arrangements with zero regulatory or documentation lapses.

Required Qualifications:

Education

• Bachelor's degree in Commerce, Finance, or Business Administration.

• MBA in Finance or equivalent post-graduate qualification preferred.

Mandatory Banking Background

• 8+ years of experience in banking, payments, or cards, with a strong, demonstrable track record in

commercial negotiation and relationship management.

• Direct experience within a bank, payment gateway, card network, or fintech — for example in

corporate / transaction banking, merchant acquiring, cards, or relationship management — is

mandatory.

• Proven experience negotiating MDR, corporate card programs, payment gateway / POS

commercials, forex spreads, and credit facilities.

Domain Knowledge

• Deep understanding of how banks and payment providers price cards, MDR / interchange,

transaction banking, forex, and credit — i.e. knowing where the real negotiating room sits.

• Strong working knowledge of the payments ecosystem: issuers, acquirers, networks (Visa /

Mastercard / RuPay / UPI), aggregators, and settlement mechanics.

• Familiarity with RBI guidelines, FEMA (cross-border / forex), and PCI-DSS principles relevant to

payments.

Technical Skills:

• Advanced Microsoft Excel and commercial modeling — able to build clear cost-benefit and like-for-

like commercial comparisons.

• Comfort with corporate / net-banking portals, card-management platforms, and payment-gateway

/ POS dashboards.

Preferred Qualifications

• Exposure to the travel, e-commerce, or other high-volume transaction industries.

• An existing network of relationships with major banks and payment providers in India.

• Experience with cross-border / multi-currency payments, directly relevant to DMC operations.

• Experience with corporate card and expense / spend-management platforms.

• Prior experience working with internal audit and implementing commercial controls and documentation frameworks.