Client Relationship Executive
5 hours ago
About Saaivista Investment Services Pvt. Ltd.
Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒)
,
𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 (𝐒𝐈𝐅𝐬)
,
𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 (𝐌𝐅𝐃)
,
𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞
,
𝐀𝐈𝐅𝐬
, and other
𝐒𝐄𝐁𝐈-𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬
.
Built on the pillars of
Vision, Strategy, Trust, and Integrity
, Saaivista is dedicated to helping individuals and families achieve
financial freedom
through structured, transparent, and goal-oriented investment solutions.
Role Overview
We are looking for motivated and ambitious individuals
to join our
Business Development
team.
This is an
on-site role (Nagpur)
, ideal for candidates looking to build a
long-term career in investment sales and wealth management
.
You will be responsible for acquiring clients, presenting our investment offerings, and contributing to the firm's growth.
Key Responsibilities
- Identify and approach potential clients (HNIs, professionals, and investors)
- Present and explain MF, PMS, AIF, and other investment products
- Execute sales and marketing strategies to drive client acquisition
- Maintain client relationships and ensure post-onboarding support
- Meet sales and outreach targets within defined timelines
Requirements
- Bachelor's degree in finance, commerce, management, or a related field
- 0–3 years of experience in finance, sales, or marketing (freshers are welcome)
- Strong interpersonal, communication, and presentation skills
- Interest in financial markets and investment advisory
- Self-driven, disciplined, and goal-oriented mindset
Compensation
- Fixed + Performance Incentives
- Opportunity for growth to
Relationship Manager / Investment Consultant
roles based on performance
Why Join Saaivista
- Exposure to
high-net-worth client acquisition and relationship management - Direct mentorship from experienced professionals in the wealth management industry
- Opportunity to work with top-tier PMS and AIF products
from leading AMCs
-
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