Client Relationship Executive

5 hours ago


Nagpur, Maharashtra, India SAAIVISTA Investment Services Pvt Ltd Full time ₹ 5,00,000 - ₹ 25,00,000 per year

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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