Client Relationship Manager

1 week ago


Mumbai, Maharashtra, India Moat Wealth Associates LLP Full time

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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