Client Relationship Manager

Company Description

ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India.

Key Responsibilities

· Build and manage long-term relationships with existing investors

· Understand clients financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds

· Regularly engage with clients to share portfolio updates and highlight relevant investment opportunities.

· Engage with referred prospects and convert opportunities into active clients

· Address client queries, handle objections, and maintain consistent follow-ups

· Achieve defined KPI metrics related to business generation and client engagement

· Encourage referrals and identify cross-selling opportunities across investment products

· Maintain accurate client information and interactions in the CRM system

Qualifications & Skills

· Learning-first attitude and willingness to build a career in wealth management

· Bachelor's degree in any domain

· Freshers or candidates with 0–2 years of experience are encouraged to apply

· Strong communication and relationship-building skills

· Basic understanding of investment products such as Mutual Funds and Bonds

· Organized, disciplined, and comfortable working in a KPI-driven environment