Client Relationship Manager
1 week ago
Company Description
Moat Wealth Associates LLP is an independent financial services firm dedicated to helping individuals and families achieve their financial goals. Specializing in investment planning, goal-oriented advisory services, basic financial planning, and mutual fund portfolio management, the firm tailors its wealth management solutions to meet both current and future needs. With a focus on personalized service, Moat Wealth Associates aims to build a secure financial future for its clients. Guided by the principles of high-quality and independent financial planning, the company creates a financial "moat" that helps clients achieve financial freedom through the power of compounding.
Role Description
This is a full-time on-site Client Relationship Manager role, located in Mumbai. The Client Relationship Manager will be responsible for building and maintaining strong relationships with clients while understanding their financial goals and needs. Key tasks include assessing client requirements, offering tailored financial management solutions, tracking client investments, and ensuring client satisfaction through regular follow-ups and updates. The role also involves collaborating with internal teams to address client needs and provide exceptional service.
Qualifications
Position - Executive – Client Relations (Sales and Servicing)
Education – Graduate Commerce, Banking and Insurance, CFP
Experience – 2 plus years
Communication – Good verbal and written English
NSIM Certified – NISM series VA Mutual fund distributor
Gender – Male / Female
Attitude – Learning, Serving clients
Salary – 25K to 40K per month
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