Job Title: Client Manager, Institutional Partnerships, India  JOB SUMMARY:   The Client Manager, Institutional Partnerships, India is a client-facing role responsible for strengthening relationships, deepening engagement, and increasing the purchasing level with CFA Institute accounts within the APAC region by delivering a consistent, positive brand experience and exemplary post-sale service as defined by the global Institutional Account Management & Services model at CFA Institute.  The Client Manager will collaborate closely with the Client Manager APAC, on regional Business Development management, and Country Head, India to understanding the various touch points with an account across CFA Institute and the importance of the account relationship to mission critical activities of the organization.  The position will be headquartered in Mumbai, India and will be supported by the Manager, Global Client Management.  ESSENTIAL FUNCTIONS   - Serve as a client-facing CFA Institute ambassador, accountable for delivering a consistent, positive, and accurate brand experience to key influencers and decision makers post-sale or post-adoption of institution- wide initiatives (all educational programs including the Claritas Investment Certificate, Sponsorship and Exhibits of India-based CFA Institute events,and other B2B transactions).  - Responsible for the integrity and timeliness of collecting, documenting, and reporting critical information within systems of record (CRM, Seibel, etc.) about Accounts across all product lines (including programs, live events, print, email, web-based, and mobile) to internal and external stakeholders to ensure successful product and service delivery.  - Responsible for delivering information to accounts via phone, email, web, and other methods and setting expectations with key contacts within accounts to ensure a mutually satisfactory experience.  - Closely collaborate with all members of the Client Management Team across the APAC region to refine processes and enhance effectiveness in the Institutional Account Management & Service model.   - Collaborate with the Client Management team to develop timelines across all product lines to define business development, communications, marketing, and logistics activities with Accounts and Supporters.  - Manage the successful on-site execution of Account participation and recognition at CFA Institute events within India (conferences, forums, VIP events, etc.).  - Develop and sustain strong working partnerships across the organization with essential function areas to deliver account support that is consistent with the Institutional Account Management & Service model and related processes (Legal Counsel, IT, Contact Center, Marketing & Communications, Society Relations, Travel & Event Management, Conferences, etc.).  - Support the Business Development representatives (and occasionally Managing Directors) in the region through access to reports and information about accounts, their status, and progress/decline.  - In partnership with Marketing and Communications, responsible for maintaining the accuracy and brand attributes of the CFA Institute website as it relates to recognition of Accounts across all product lines within the region.  QUALIFICATIONS:  EDUCATION / EXPERIENCE:  - Bachelor's degree or an equivalent combination of education and experience  - Successful candidate will be expected to earn the Claritas Investment certificate within one year from date of hire  - Minimum of 5 years of experience in Relationship Management, Business to Business (B2B) Customer Service, and/or Account Management  - Significant experience in Industry Relations, Account Sales and/or Learning & Development support in a multinational environment preferred  - Fluency in English required, knowledge of additional languages would be useful  - Must demonstrate outstanding stewardship and relationship building/management skills to expand the mission of CFA Institute   - Extensive knowledge and experience of financial markets and business practices within India and the ability to apply that understanding to work in a multinational organizational framework  - Global cultural orientation and working experience  - Flexibility in competently juggling competing priorities and changing expectations  - Excellent consulting, problem solving, and analytical skills  - Excellent interpersonal skills including a professional and diplomatic demeanor  - Excellent communication skills including written, verbal, listening, and presentation  - Very high level of organizational and time management skills  - Willingness to ask questions rather than just follow directions is required  - Mastery of standard office software such as Word, PowerPoint, Excel, Outlook, and significant experience with a CRM or sales/account management software  - Must demonstrate outstanding judgment and mature business skills with the ability to establish a strong rapport with senior management  - Must demonstrate good judgment and mature business skills  TRAVEL REQUIREMENTS:  - Travel will be approximately 10 percent of the time including occasional travel to CFA Institute conferences, meetings and events.  This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

Mumbai

CFA Institute - Client Manager - Institutional Partnerships 

Job Description for CFA Institute - Client Manager - Institutional Partnerships  in CFA Institute in  Mumbai for (5-12) years of experience. Apply Now!