Client Relationship Manager

1 day ago

Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 7,50,000 - ₹ 11,00,000
Job Description

About the Role:

We are seeking a Client Relationship Manager to join our team in Lucknow. The ideal candidate should have a strong background in client servicing, documentation, and handling transactions related to a wide range of investment products.

Key Responsibilities include managing end-to-end client servicing, ensuring a smooth onboarding and post-sales experience, handling KYC, documentation, and compliance requirements for all investment transactions, coordinating and executing client-specific service transactions across mutual funds, bonds, PMS, and alternate investments, addressing and resolving client queries, concerns, and service-related issues in a timely and professional manner, liaising with operations, compliance, and product teams to ensure client service excellence, maintaining accurate and updated records of client interactions and transaction histories, and supporting Relationship Managers in deepening existing relationships through consistent service delivery.

- Ensure adherence to regulatory and internal audit guidelines in all client-facing processes.

- Handle servicing requirements related to unlisted and complex investment products efficiently.

- Contribute to a seamless client experience by proactively identifying and resolving potential service bottlenecks.

Required Skills & Qualifications

- Strong understanding of financial products: Mutual Funds, Bonds, PMS, Alternate Investments, Unlisted Securities.

- Solid knowledge of KYC, compliance, and client documentation processes.

- Excellent verbal and written communication skills.

- Proficiency in handling client transactions and service requests.

- Attention to detail and accuracy in record-keeping and documentation.

- Ability to work collaboratively with cross-functional teams.

- Client-centric mindset with a proactive approach to service delivery.

- Familiarity with CRM tools and wealth management platforms is a plus.

Benefits

The ideal candidate will have a graduate/postgraduate degree in Finance, Business Administration, or a related field and relevant certifications such as AMFI/NISM. Prior experience with Wealth Management firms, NBFCs, or Financial Institutions is preferred.

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