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Associate Client Success Manager in Mumbai

365 active opportunities · Updated October 2026

Explore current associate client success manager jobs in Mumbai. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 Mumbai, Maharashtra, India· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Overview: The Institutional Client Growth team member will be responsible for driving growth, client engagement, retention, and account development across the Institutional client segment in India. This individual will serve as the primary relationship manager for key institutional accounts, ensuring proactive engagement, identification of new business opportunities, and delivery of a superior client experience. The role is critical to expanding the firm's presence within institutional clients, increasing wallet share, strengthening client relationships, and driving sustainable revenue growth. The incumbent will work closely with Sales, Research, Client Service, and Leadership teams to maximize account penetration and ensure the voice of the customer is reflected in business decisions. This is a hybrid position out of our Mumbai office. What You’ll Do: Client Relationship Management Manage and develop relationships with institutional clients across Private Equity, Venture Capital, Investment Banking, Corporates, Consulting Firms, and other strategic accounts. Conduct regular client outreach to understand business priorities, gather feedback, and identify opportunities for deeper engagement. Serve as the primary point of contact for key client stakeholders. Build strong executive-level relationships to improve client retention and expansion opportunities. Sales Growth & Revenue Expansion Drive growth across existing institutional accounts through proactive account management. Identify upsell and cross-sell opportunities and partner with sales leadership to convert opportunities into revenue. Develop account growth plans for strategic clients. Monitor account performance and recommend actions to improve client engagement and commercial outcomes. Client Engagement & Coverage Execute a structured client engagement program with high-frequency outreach across active accounts. Increase client coverage and interaction levels significantly above current

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📍 Mumbai, Maharashtra, India· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . What You’ll Do: Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter Finalize scheduling and call logistics details directly with experts What You Have: Bachelor’s degree or higher with strong academic record is required 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation Prior experience in cold calling and sending cold emails, generating leads would be great Excellent communication and interaction skills, including demonstrated

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📍 Mumbai, Maharashtra, India
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position can be remote. Ideal candidates MUST be comfortable working on a shift from 5:30PM to 2:30 AM IST. What You’ll Do: Support operations associate in hosting teleconferences across sectors in APAC Contact clients to determine event interest, confirm predetermined advisors Send invitations to clients and oversee client RSVPs and compliance Manage all correspondence with advisors prior to meetings Assist in maximizing attendance at events, ensure events runs successfully and conduct post-event cost analysis and review client charges Assist in managing internal documents Work closely with other team members to ensure the successful execution of meetings via the scheduling of advisors for breakfast/lunch meetings agendas and teleconferences Provide the team with all relevant materials for the events including PowerPoint slides, event signage, and brochures. What You Have: Bachelor’s degree Previous project management experience strongly preferred Exceptional organizational skills with meticulous attention to detail Ability to prioritize and multi-task and to work under tight deadlines Flexibility to work long and unpredictable hours Proficiency in MS-Office,

AIProject Management
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📍 Mumbai, Maharashtra, India
✓ High-confidence listingCompany trend +12.5%
Quick readStrong listing-quality and freshness signals

Field Technical support Associate Description - Job Summary • This role is responsible for engaging with customers to enhance satisfaction by meeting their needs as well as delivering standardized services that meet established quality benchmarks. The role performs installations, maintenance, and repairs on customer equipment according to industry standards. The role ensures quality services, analyzes IT issues, maintains documentation, and provides site support. The role also acquires skills, adheres to guidelines, supports plans, and performs assigned tasks while maintaining confidentiality. Responsibilities • Engages in interactions with customers in adherence to established procedures, aiming to ascertain and enhance customer satisfaction by clarifying their needs and ensuring they are met. • Conducts installations, reinstallations, maintenance, and repairs on customer equipment, following industry standards and best practices. • Delivers standardized services that meet established quality benchmarks. • Leverages data from reliable sources to ensure precise alignment with customer product requirements. • Analyzes, troubleshoots, and resolves issues within IT infrastructure, including enterprise systems, servers, storage, and networking. • Maintains departmental documentation on work orders, software, inventory, and other paperwork required. • Provides site support for customer break fix activity and provides technical assistance to third-party and channel authorized service providers. • Acquires job skills and completes routine assignments/tasks, adhering to guidelines, and ensuring confidentiality in all dealings with company data. • Assists in implementing new processes, supports department-level operational plans, and shares technical information with colleagues and clients. • Solves defined problems using es

PE
📍 Mumbai, Maharashtra, India· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

About the Role: We are looking for an experienced Risk Management professional to lead and strengthen our Market Risk and Margin Trading Facility (MTF) risk functions. The role will be responsible for developing robust risk frameworks, monitoring trading and client exposures, ensuring regulatory compliance, and safeguarding the organization against market-related risks while enabling sustainable business growth. Key Responsibilities: Market Risk Management - - Develop, implement, and continuously enhance market risk management frameworks across Equity, Derivatives, and Margin Trading Funding (MTF) businesses. - Monitor and assess market risk exposures arising from cash equities, futures, options, and leveraged products. - Establish and review risk limits, exposure thresholds, concentration limits, and margin policies. - Track key risk indicators (KRIs) and ensure timely escalation of potential risk events. MTF & Exposure Risk Management: - Manage client-level and portfolio-level risks associated with Margin Trading Funding (MTF). - Define collateral eligibility, haircut frameworks, and funding exposure limits. - Monitor leveraged positions and ensure adequate margin coverage across client portfolios. - Evaluate concentration risks and implement preventive controls to minimize losses. Risk Analytics & Monitoring: - Conduct stress testing, scenario analysis, and sensitivity assessments under varying market conditions. - Develop risk models and analytical tools to evaluate portfolio resilience during periods of volatility. - Analyze trading patterns, market trends, and exposure data to identify emerging risks. - Drive automation and real-time risk monitoring capabilities across trading systems. Regulatory Compliance & Governance: - Ensure compliance with SEBI, NSE, BSE, Clearing Corporation, and other applicable regulatory requirements. - Oversee risk-related regulatory reporting, including exposure monitoring, margin compliance, and CTCL reporting. - Coordinate w

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