Client Relationship Manager

Job Title: Client Relationship Manager
Location: Pune
Experience: 5+ years
Industry: Financial Services / Wealth Management

About the opportunity:

Godel Consulting is mandated to hire a Client Relationship Manager for an established financial services firm.

We are looking for a client-focused professional who can build long-term relationships, acquire new clients and support portfolio reviews. The role combines business development, client servicing and coordination of day-to-day client operations.

Key responsibilities:

• Identify prospective clients, generate leads and convert opportunities into new business.
• Build and maintain strong relationships with existing clients.
• Understand clients financial objectives, investment requirements and risk appetite.
• Support client profiling and risk assessment in coordination with senior team members.
• Review client portfolios and support senior colleagues with analysis and recommendations.
• Communicate relevant portfolio updates and respond to client queries.
• Manage account opening, onboarding, offboarding, documentation and transaction processing.
• Maintain accurate client records and ensure timely execution and compliance with internal processes.
• Resolve client concerns professionally and coordinate with internal teams.
• Prepare MIS and reports covering sales, client acquisition, portfolio status and operational performance.
• Contribute to improvements in client experience and operational efficiency.

Required experience and skills:

• At least 5 years of experience in client relationship management, wealth management, financial services or a related field.
• Good understanding of financial markets, investment products and client risk profiling.
• Strong relationship-building, business development and client servicing skills.
• Excellent verbal and written communication skills in English and Marathi.
• Proficiency in MS Excel, MIS reporting and CRM tools.
• Strong analytical, research and problem-solving abilities.
• Accuracy in documentation and transaction processing.
• Ability to manage multiple client requirements and work closely with senior colleagues.

Preferred experience:

• Experience with Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) or wealth management.
• Experience managing a small team.