Relationship Manager

3 weeks ago

Raipur Chhattisgarh India, Chhattisgarh Client First Asia Full time

Job Description – Relationship Manager (RM) Operations

Position: Relationship Manager – Operations

Department: Operations / Client Relationship & Retention (CRR)

Location: Raipur (Client First Wealth Management HQ)

Employment Type: Full-time



About Client First Wealth Management

Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.



Key Responsibilities

  • Manage client portfolios with a strong understanding of the security market, investment banking, insurance, and economic trends.
  • Sound knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, bonds, and insurance products.
  • Execute investment orders, handle policy issuance, renewals, claims, and other operational requirements.
  • Conduct periodic client portfolio reviews, risk analysis, and financial planning discussions.
  • Prepare and present comprehensive financial and investment proposals, reports, and presentations.
  • Maintain accurate CRM/MIS reports for investments, insurance policies, renewals, and client activities.
  • Proactively identify cross-selling and upselling opportunities across investment and insurance offerings.
  • Resolve client queries, escalations, and grievances with professionalism and efficiency.
  • Collaborate with sales, research, and product teams to deliver holistic financial solutions.
  • Train and mentor Associate Relationship Executives (AREs) on client servicing and operational processes.
  • Ensure process compliance, documentation accuracy, and adherence to regulatory standards.
  • Build and strengthen long-term client relationships based on trust, service, and results.



Skills Required

  • Proven experience in Wealth Management / Operations / Client Relationship roles.
  • Strong financial and analytical skills with working knowledge of investment and insurance products.
  • Excellent communication (written, verbal, and presentation) skills.
  • Proficiency in CRM tools, Google Sheets, Excel formulas, and PowerPoint presentations.
  • Leadership qualities with the ability to manage a team and client escalations.
  • High levels of self-motivation, discipline, and a client-first mindset.
  • Ability to work under pressure and consistently deliver results.
  • Strong networking skills and professional references in the finance domain.



Qualifications

  • 0–2 years of relevant experience in Wealth Management / Operations / Client Relationship Management.
  • Graduate / Postgraduate with specialization in Finance, Commerce, or related fields.
  • NISM certifications (10A, 12, or V) and IRDAI certification will be an added advantage.


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