▷ [05/10/2025] Associate Relationship Executive (ARE)

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Job Description Job Description Associate Relationship Executive (ARE) Position: Associate Relationship Executive Department: Operations / 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 - Strong understanding of the security market, investment banking, and the economy. - Good knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, and insurance products. - Familiarity with KYC process will be an added advantage. - Build and nurture long-term client relationships with excellent communication, trust, and professionalism. - Understand client's financial goals to help them create wealth, handing & serving portfolios. - Prepare financial proposals, audit reports, and presentations for clients. - Execute investment orders, insurance operations, and other operational tasks. - Maintain MIS reports (CRM) for sales operations, new business, and renewals. - Proactively identify cross-selling and upselling opportunities. - Resolve client queries and complaints quickly and effectively. - Approach potential customers to establish strong and profitable relationships. - Ensure documentation, data entry, and verification of accurate client information. - Ensure process compliance, discipline, and timely delivery of work. Skills Required - Prior experience in the Market & Equity domain preferred. - Strong financial and analytical skills. - Excellent communication (written, verbal, and presentation) skills. - Proficiency in Google Sheets, Excel formulas, and PowerPoint presentations. - Self-motivated, proactive, and a team player with a never give up attitude. - Passion for wealth creation for clients and alignment with company vision. - Ability to work under pressure with dedication and discipline. - Strong references for company growth. Qualifications - 02 years of relevant experience. - Graduate / Postgraduate with a good academic record. - NISM 10A, NISM 12, or NISM V certification will be an added advantage.

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