Client Relationship Executive

18 hours ago

Navi Mumbai, India Primassure LLP Full time

CLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations | Full-Time | Work From OfficePrimassure LLP — AMFI-Registered Mutual Fund DistributorAbout Primassure LLPPrimassure 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 RoleYou 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 executionAdvisor: Improve client experience through insights (within MFD boundaries)Growth Partner: Contribute to scaling our AUM, insurance book & client relationshipsKey ResponsibilitiesMF onboarding: KYC/FATCA, applications, CRM & AUM trackingInsurance quotes, documentation, renewals & servicingEstate/wills coordination with legal partners (non-legal)Manage client queries & follow-upsBuild a client pipeline post-training + target-linked outcomesMaintain SEBI/AMFI/IRDAI-compliant communicationWho We’re Looking For1–3 years of experienceGraduate (Commerce/Finance preferred)Strong English & Hindi communicationNISM V-AClient-facing confidence + learning mindsetBasic Excel + CRM skillsGrowth PathTrainee → CRE Level 1 → Relationship Manager (Level 2)Compensation: Fixed + performance-linked incentivesApply Now :Fill the form here:

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