Client Relationship Executive

10 hours ago

Mumbai, India Primassure LLP Full time

CLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations | Full-Time | Work From Office Primassure LLP — AMFI-Registered Mutual Fund Distributor About 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 relationships Key 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 communication Who 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 skills Growth Path Trainee → CRE Level 1 → Relationship Manager (Level 2) Compensation: Fixed + performance-linked incentives Apply Now: Fill the form here: https://forms.gle/P56n8TgTmBRKjvDu6

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