Client Relationship Manager Intern (Mumbai)

Client Relationship Manager Intern (Mumbai)

24 Oct
|
PAYPATH MARCUS SYNDICATE
|
Mumbai

24 Oct

PAYPATH MARCUS SYNDICATE

Mumbai

Paypath Marcus Syndicate Pvt. Ltd. is a financial services firm focused on structured finance, debt funding, private equity, and growth capital solutions. The company partners with startups, SMEs, and established enterprises to help them access working capital, term loans, and prepare for IPOs. Its work is grounded in rigorous financial analysis and a commitment to transparency, ensuring that clients secure capital aligned with their growth stage and strategic needs. Team members are exposed to a broad spectrum of financial products and advisory services, offering strong learning and development opportunities. The firm values analytical thinking, client-centric service, and ethical business practices. Role Descriptio: This full-time Client Relationship Manager Intern role is an on-site position based in the Mumbai Metropolitan Region. The intern will support relationship managers in handling client queries, preparing meeting notes, and maintaining updated client records in CRM and internal systems. Daily activities include coordinating calls and meetings, assisting in the preparation of presentations and proposals, and following up with clients on documentation and information requirements. The intern will help analyze client needs, track deal progress, and collaborate with internal teams to ensure timely responses and smooth service delivery. The role also involves monitoring industry news, compiling basic market and competitor insights,



and contributing to the enhancement of client communication and service processes.

Qualifications:
• Candidates should possess strong communication and interpersonal skills, including explicit verbal and written communication and the ability to build professional relationships with diverse clients and stakeholders.
• Candidates should possess analytical and research skills, such as the ability to interpret financial information, prepare basic reports, and gather relevant market and industry data.
• Candidates should possess organizational and time-management skills, including attention to detail, effective task prioritization, and the ability to manage multiple client interactions simultaneously.
• Candidates should possess proficiency with productivity tools, including MS Office (Excel, PowerPoint, Word) and CRM or database systems, along with general digital literacy.
• Candidates should possess professionalism and client service orientation, demonstrating integrity, responsiveness, a collaborative mindset, and a willingness to learn in a fast-paced financial services environment.
• Enrollment in or completion of a bachelor’s degree in finance, business, economics, or a related field is preferred; prior internship or project experience in financial services, consulting, or client-facing roles is an advantage.

📌 Client Relationship Manager Intern (Mumbai)
🏢 PAYPATH MARCUS SYNDICATE
📍 Mumbai

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