Client Experience (Relationship Manager)

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.