Client Relationship Executive

4 days ago


New Delhi, India Primassure LLP Full time

CLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations | Full-Time | Work From Office Primassure LLP — AMFI-Registered Mutual Fund DistributorAbout Primassure LLP Primassure LLP is a SEBI-compliant Mutual Fund Distributor (MFD) built on trust, transparency, and long-term relationships. We assist clients with mutual fund execution, insurance, and will-related processes while maintaining the highest standards of ethics and compliance. As a relationshipfocused firm working closely with HNIs, business owners, and professionals, we value sincerity, consistent communication, and a client-first approach in everything we do.About the Role You will manage frontline client engagement across mutual fund distribution, insurance workflows, and estate-service coordination. At Primassure, every team member plays three roles: Guardian:Ensure accuracy, compliance, and flawless execution Advisor:Improve client experience through insights (within MFD boundaries) Growth Partner:Contribute to scaling our AUM, insurance book & client relationshipsKey Responsibilities MF onboarding: KYC/FATCA, applications, CRM & AUM tracking Insurance quotes, documentation, renewals & servicing Estate/wills coordination with legal partners (non-legal) Manage client queries & follow-ups Build a client pipeline post-training + target-linked outcomes Maintain SEBI/AMFI/IRDAI-compliant communicationWho We’re Looking For 1–3 years of experience Graduate (Commerce/Finance preferred) Strong English & Hindi communication NISM V-A Client-facing confidence + learning mindset Basic Excel + CRM skillsGrowth Path Trainee → CRE Level 1 → Relationship Manager (Level 2)Compensation:Fixed + performance-linked incentivesApply Now : Fill the form here: https://forms.gle/P56n8TgTmBRKjvDu6



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