Job Summary
We are looking for a proactive and customer-focused Executive – Client Experience (Relationship Manager) to acquire and onboard new clients, manage client relationships, ensure seamless client servicing, and support clients in achieving their financial goals.
Key Responsibilities
- Manage new client acquisition and ensure a seamless onboarding experience.
- Manage day-to-day client financial and non-financial transactions.
- Conduct periodic client touch-base calls and review meetings.
- Review clients investments, insurance portfolio, and financial goals to support financial planning discussions.
- Identify opportunities for upselling and cross-selling based on clients financial needs.
- Seek client referrals and reviews.
- Resolve client queries and grievances in a timely and professional manner.
- Coordinate with internal teams for timely execution of client requests and transactions.
- Maintain accurate client records and documentation.
- Ensure compliance with company policies and internal processes.
Key Performance Indicators (KPIs)
- Number of New Clients Acquired
- Client Conversion Ratio
- Long-Term Sales Value
- Timely and Accurate Execution of Client Transactions
- Quality of Client Analysis and Review Meetings
- Client Satisfaction and Retention Rate
Qualifications
- CFP (Certified Financial Planner) / CWM (Chartered Wealth Manager) preferred.
- Fundamental understanding of Mutual Funds, Equity, Debt Products, Insurance, and Personal Financial Planning.
- Advanced working knowledge of Microsoft Excel.
- Basic knowledge of Microsoft PowerPoint.
- Good written and spoken English.
- Comfortable working with technology and digital platforms.
Desired Candidate Profile
- Willingness to build a long-term career in Personal Finance.
- Demonstrates trust, integrity, knowledge, excellence, and customer focus.
- Strong interpersonal and communication skills.
- Attention to detail with a willingness to learn.
- Positive, confident, and collaborative team player.
- Minimum 3–5 years of relevant work experience.
- Candidates residing in the Western Suburbs of Mumbai will be preferred.
