Hiring for Client Relationship Manager role .
Job Position - Mumbai
CTC - Upto 35 LPA
The Corporate is a modern asset management and financial advisory platform focused on transparent, cost-efficient, and unbiased financial solutions for clients across India.
The Client Relationship Manager will acquire, build, and nurture relationships with High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs) to meet their financial goals.
- Responsibilities include proactive client acquisition, converting leads, cross-selling diverse investment products like Mutual Funds and Portfolio Management Services, and meeting monthly targets.
- The role requires assessing clients risk profiles, optimizing portfolios for risk-reward balance, and ensuring regulatory compliance with KYC/SEBI standards.
- Key skills include deep financial expertise tailored to HNIs, strong client relationship management, regulatory knowledge, and analytical abilities for financial analysis and risk management.
- The position supports the vision of empowering clients to achieve financial aspirations within India's journey toward self-reliance and inclusive prosperity.
