Client Relationship Manager Intern

About the Role

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.

This full-time Client Relationship Manager Intern role is an on-site position based in the Mumbai Metropolitan Region.

Key Responsibilities

• Support relationship managers in handling client queries.
• Prepare meeting notes.
• Maintain updated client records in CRM and internal systems.
• Coordinate calls and meetings.
• Assist in the preparation of presentations and proposals.
• Follow up with clients on documentation and information requirements.
• Analyze client needs.
• Track deal progress.
• Collaborate with internal teams to ensure timely responses and smooth service delivery.
• Monitor industry news.
• Compile basic market and competitor insights.
• Contribute to the enhancement of client communication and service processes.

Qualifications

• Strong communication and interpersonal skills, including clear verbal and written communication and the ability to build professional relationships with diverse clients and stakeholders.
• Analytical and research skills, such as the ability to interpret financial information, prepare basic reports, and gather relevant market and industry data.
• Organizational and time-management skills, including attention to detail, effective task prioritization, and the ability to manage multiple client interactions simultaneously.
• Proficiency with productivity tools, including MS Office (Excel, PowerPoint, Word) and CRM or database systems, along with general digital literacy.
• 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.