Client Relationship Manager

2 days ago


Najafgarh, Delhi, India PMS AIF WORLD Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

PMS AIF WORLD is India's most trusted new-age investment platform for informed investments. We provide best-in-class investment services tailored to savvy and informed investors through quality, risk, and consistency scoring of PMS products. Our comprehensive data analysis ensures that investors have all the information they need to make sound decisions. Our business works from a customer's perspective to ensure transparency and informed decision-making. For any queries, feedback, or suggestions, reach out to us at

Role Description

This is a full-time, on-site role for a Client Relationship Manager located in South Delhi. The Client Relationship Manager will be responsible for managing client relationships, addressing client inquiries, providing investment advice, and ensuring client satisfaction. Day-to-day tasks include developing and maintaining strong relationships with clients, understanding their investment needs, and offering solutions that align with their goals. Additionally, the role involves regular communication with clients, reporting on portfolio performance, and collaborating with other team members to deliver excellent service.

Qualifications

  • Experience in client relationship management, customer service, and investment advisory
  • Strong knowledge of investment products, portfolio management, and financial markets
  • Excellent communication, interpersonal, and problem-solving skills
  • Ability to analyze and interpret financial data to provide sound investment advice
  • Proficiency in using investment and financial software
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Professional certifications (e.g., CFP, CFA) are a plus
  • Ability to work independently and within a team


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