client relationship executive

AMA Audit & Tax Advisory

Client Relations ExecutiveAMA Audit &amp; Tax AdvisorySharjahJob Summary:We are seeking a Client Relations Executive to join our team and be the primary point of contact for our clients. The ideal candidate will have excellent communication skills, a strong customer service orientation, and the ability to build and maintain positive relationships with clients. The Client Relations Executive will be responsible for addressing client inquiries, resolving issues, and ensuring client satisfaction.Responsibilities:<ul><li>Build contacts with potential clients to create new business opportunities.</li><li>Conduct outdoor visits in the market to find potential clients.</li><li>Keep prospective client database updated</li><li>Make cold calls for new business leads</li><li>Maintain knowledge of all service offerings of the company.</li><li>Arrange meetings for senior management with prospective clients.</li><li>Follow company guidelines and procedures for acquisition of customers, submission of proposals etc.</li><li>At least one years of proven experience in Auditing and Accounting firm in UAE</li><li>Degree in Marketing, Business Administration or similar will be preferred</li><li>Must possess strong customer service skills</li><li>Excellent written and verbal communication</li><li>Must have good negotiation skills</li><li>Mus be able to create good presentations</li><li>Must have excellent interpersonal skills</li><li>Must be detail oriented and an active listener</li><li>Ability to work under pressure.</li></ul>Job Type: Full-timeExperience: sales: 1 year (Preferred)Willingness to travel: 100% (Preferred)Job Type: Full-timeAbility to commute/relocate:<ul><li>Sharjah: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Experience:<ul><li>sales: 1 year (Preferred)</li></ul>

Client Relationship Executive

HG Markets Pvt Ltd

*Students are not eligible to apply as this is a full time office based job* Immediate hiring required!Job Title: Client Relationship Executive (Entry-Level)Department: Business Development/Marketing Location: Clifton Karachi Job Type: Full-Time Compensation: Fixed Basic Allowance + Commission-Based IncentivesAbout the Role: We are seeking enthusiastic and motivated fresh graduates to join our Business Development team. This is an excellent opportunity for individuals looking to kick-start their career in sales, client relationship management, and financial services. The role offers a blend of marketing, sales, and financial consulting within the Pakistan Stock Exchange (PSX) and Pakistan Mercantile Exchange (PMEX).Role Includes:<ul><li>Lead generation &amp; telemarketing</li><li>Client meetings and account pitching</li><li>Providing financial services to clients in listed commodities</li></ul>What We Offer: &#9989; Basic Allowance + Commissions &#9989; Professional Training &amp; Mentorship &#9989; Growth Path: Trainee &rarr; Executive &rarr; ManagerWho Can Apply:<ul><li>Fresh Graduates (any discipline)</li><li>Good communication &amp; presentation skills</li><li>Formal dressing &amp; full-time availability</li></ul>Job Details:Last Saturday of the month is operational onlyWorking hours: 10 AM &ndash; 7 PM, Monday to Friday (for males)10 AM &ndash; 6:30 PM, Monday to Friday (for females)Salary Structure: Fixed Basic Allowance plus commission and incentivesBDE Basic Allowance during training Rs. 25000Trader: Rs. 25000 plus commission (depends on trades avg 50-60k)Location : Al Beena commerical centre, BC-11 Block 5, Kehkashan Clifton, KarachiTraining period : 3 days formal training with batch. 3 to 4 weeks on floor training under line manager (paid as applicable)Job Type: Full-timePay: Rs25,000.00 - Rs50,000.00 per monthWork Location: In person

Client Relationship Executive - Fresh Graduates

Krishna Innovative Software Pvt. Ltd

We are looking to hire a talented Business Development Executive.Location: Phase 8-B, MohaliKindly go through our website link as follows:https://www.kisworks.com/about-us.php<ul><li>Lead Generation, Customer Nurturing, Client Relationship and Co-ordination with the Reporting Manager</li><li>Strong research and strategic analysis skills.</li><li>Good Communication Skill (Written and Oral), Ability to understand accent of client over phone. Good command over English as primary language.</li></ul>&middot; Identifying opportunities for new business development through following up on leads and conducting research on target clientsPerks &amp; benefits: &middot; 5 days working &middot; Creative work culture &middot; Flexible working hours &middot; Excellent benefits&middot; Great pay and compensationJob Types: Fresher, Internship Contract length: 3 monthsPay: &#8377;8,000.00 - &#8377;10,000.00 per monthWork Location: In person

Business Development Executive (BDE)

Zpayso

At ZPayso, we are looking for a proactive and client-focused Client Relationship Coordinator / Executive to manage and nurture relationships with our clients. You will act as the key point of contact between clients and our internal teams, ensuring smooth communication, timely support, and overall client satisfaction. Your role will be pivotal in maintaining strong client relationships, driving retention, and supporting business growth.Key Responsibilities<ul><li>Serve as the primary contact for assigned clients and respond promptly to inquiries or issues.</li><li>Maintain and strengthen client relationships to ensure high levels of satisfaction and retention.</li><li>Coordinate internal teams (operations, finance, product) to resolve client requests efficiently.</li><li>Assist in onboarding new clients and provide necessary guidance on products and services.</li><li>Track and document client interactions, updates, and feedback in CRM systems.</li><li>Support account management by preparing reports, proposals, and client communications.</li><li>Identify opportunities for upselling or cross-selling products and services.</li><li>Collaborate with the sales and marketing teams to improve client engagement strategies.</li><li>Monitor client satisfaction and escalate any issues to management as necessary.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Business Administration, Marketing, or a related field.</li><li>1&ndash;3 years of experience in client servicing, account management, or customer support.</li><li>Excellent interpersonal, communication, and problem-solving skills.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to handle multiple clients and tasks simultaneously in a fast-paced environment.</li><li>Proficiency with CRM tools and MS Office applications is preferred.</li><li>A proactive and client-centric attitude with a focus on building long-term relationships.</li></ul>What We Offer<ul><li>Competitive salary and performance-based incentives.</li><li>A professional and collaborative work environment with opportunities for growth.</li><li>Exposure to fintech operations and client relationship management best practices.</li><li>A supportive team culture that values initiative, collaboration, and continuous improvement.</li></ul>Job Type: Full-timePay: Rs40,000.00 - Rs50,000.00 per monthApplication Question(s):<ul><li>Are you comfortable commuting to Wapda town on daily basis?</li><li>Do you have experience or knowledge of working with CRM systems?</li><li>Are you flexible to work both day and night shifts if required?</li><li>What is your realistic salary expectation for this role?</li></ul>Work Location: In person

Client Relationship Coordinator

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description: 
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:<ul><li>
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth</li><li>
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service</li><li>
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit</li><li>
Oversees the client service experience and reviews the approval of new client accounts</li><li>
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals</li></ul>
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.<ul><li>
Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li><li>
Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li><li>
Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li><li>
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li><li>
People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li><li>
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li><li>
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li><li>
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li></ul>
Specific responsibilities include, but are not limited to:<ul><li>
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill</li><li>
Managing the branch's Wealth Management Client Associates and Service Support Staff</li><li>
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel</li><li>
Requires diversification and experience with Bank of America and Merrill Products &amp; Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge</li><li>
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction</li><li>
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise</li><li>
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures</li></ul>
Required Qualifications:<ul><li>
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted</li><li>
Minimum of 5+ years professional experience
</li></ul>Key Qualifications for the role:<ul><li>
Current or previous Merrill Wealth Management experience strongly preferred</li><li>
Self-motivated and client centric</li><li>
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures</li><li>
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)</li><li>
Prior trend analysis experience</li><li>
Strong customer service and communication skills</li><li>
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree or equivalent work experience</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:<ul><li>
Compensation Analysis</li><li>
Performance Management</li><li>
Process Performance Management</li><li>
Referral Management</li><li>
Workforce Planning</li><li>
Due Diligence</li><li>
Internal Audit Review</li><li>
Leadership Development</li><li>
Recruiting</li><li>
Risk Management</li><li>
Client Management</li><li>
Customer Service Management</li><li>
Employee Counseling</li><li>
Succession Planning</li><li>
Trade Operations Management</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Merrill Market Client Relationship Manager

AV Private Limited

Job Title: Customer Relationship ExecutiveLocation: Lahore (Johar Town) Age Requirement: 24 - 35 yearsJob Description: We are looking for an energetic and customer-oriented Customer Relationship Executive to join our team. The ideal candidate will be responsible for building strong customer relationships, handling inquiries, and ensuring a smooth and satisfying customer experience. This role requires excellent communication skills, a positive attitude, and the ability to manage customer concerns effectively.Key Responsibilities:<ul><li>Serve as the primary point of contact for customer queries and concerns.</li><li>Build and maintain strong, long-term relationships with customers.</li><li>Provide accurate information regarding services, processes, and account details.</li><li>Handle inbound/outbound calls, chats, or emails professionally.</li><li>Follow up with customers to ensure their issues are resolved and satisfaction is achieved.</li><li>Maintain detailed records of customer interactions and feedback.</li></ul>Requirements:<ul><li>Must be a resident of Lahore.</li><li>Age 24 to 35 years.</li><li>Intermediate or bachelor&rsquo;s degree.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to multitask and handle customers with patience and empathy.</li><li>Strong English communication.</li></ul>What We Offer:<ul><li>Competitive salary and benefits.</li><li>Professional growth and learning opportunities.</li><li>Supportive and collaborative work environment.</li></ul>Job Type: Full-timePay: Rs65,000.00 - Rs70,000.00 per monthWork Location: In person

Customer Relationship Executive (UK Corporate Sector)

SurgiDent Oral and Maxillofacial Clinic

Field Relationship Executive (Part-Time)SurgiDent Oral &amp; Maxillofacial Clinic Location: Garfa, South KolkataWe are looking for a smart and confident Field Relationship Executive (Part-Time) to represent our clinic and build referral relationships with medical doctors, diagnostic centers, pharmacies, physiotherapists, and local organizations.This role is performance-based with excellent earning potential for someone who is good at communication and relationship building.Job Responsibilities<ul><li>Visit doctors, diagnostic centers, pharmacies, and community groups in nearby areas</li><li>Promote clinic services &amp; build long-term referral relationships</li><li>Distribute brochures &amp; referral cards</li><li>Generate new patient leads and OPD visits</li><li>Maintain follow-up visits and weekly reporting</li></ul>Work Nature<ul><li>Part-time / Flexible timing</li><li>3&ndash;4 hours per day or 3 days per week</li></ul>Salary StructureNo fixed salary initially Incentive-based earning + travel allowanceIncentives<ul><li>Travel allowance: &#8377;1,000&ndash;&#8377;1,500 per month</li></ul>Expected earning potential: &#8377;5,000&ndash;&#8377;10,000 per month initially (performance based)Ideal Candidate<ul><li>Good communication skills</li><li>Motivated, friendly, confident</li><li>Field marketing / medical representative experience preferred</li><li>Students / part-timers welcome</li></ul>How to ApplySend CV or contact: 9831486221 Job Type: Part-timePay: &#8377;5,000.00 - &#8377;10,000.00 per monthExpected hours: 10 &ndash; 12 per weekBenefits:<ul><li>Commuter assistance</li><li>Flexible schedule</li></ul>Work Location: In person

Field Relationship Executive (Part-Time)

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