Relationship manager
3 weeks ago
Job Description – Relationship Manager (RM) OperationsPosition: Relationship Manager – OperationsDepartment: Operations / Client Relationship & Retention (CRR)Location: Raipur (Client First Wealth Management HQ)Employment Type: Full-timeAbout Client First Wealth ManagementClient 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 Power Point 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 (10 A, 12, or V) and IRDAI certification will be an added advantage.
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