Investment Relationship Executive

Location: Ahmedabad

Company: IIFL Franchise Partner – Caring Click

We are hiring motivated candidates for an Investment Relationship Executive role focused on client servicing, Demat account activation, SIPs, Mutual Funds, and investment-related support.

This role is suitable for candidates interested in financial services, wealth management, and client relationship building.

Opportunity to work in financial services associated with IIFL ecosystem.

• Assist clients with Demat and investment account activation
• Assist clients with Mutual Funds, SIPs, Demat and investment-related services
• Build and maintain long-term client relationships
• Follow up with interested leads and existing clients
• Coordinate with internal teams for smooth onboarding

• Good communication skills
• Interest in finance/investment sector
• Basic understanding of financial products preferred
• Freshers and experienced candidates both can apply
• B.Com / BBA / MBA Finance preferred
• NISM certification is an advantage

• Fixed salary: ₹18,000 – ₹25,000/month + Performance incentives up to ₹ 12,500/-
• Growth opportunities in financial services sector