Customer Relationship Officer

Ambition Finserve Pvt. Ltd.

https://www.ambitionfinserve.com/

https://www.linkedin.com/company/ambitionfinservepvtltd/

Ambition Finserve Pvt. Ltd. is a boutique wealth management firm focused on delivering goal-

based financial solutions to clients. The company follows a client-centric, transparent, and

compliance-driven advisory approach, helping individuals and families achieve long-term

financial goals.

The firm offers a wide range of investment products including:

 Mutual Funds

 PMS (Portfolio Management Services)

 AIF (Alternative Investment Funds)

 Bonds & Fixed Income Products

 Insurance Solutions

With a strong emphasis on personalized advisory and relationship management, Ambition

Finserve combines financial expertise with technology to deliver a superior client experience.

Job Title:

Client Relationship Executive (Wealth Management)

Job Location:

Jaipur / Beawar / Vadodara

Responsibilities:

Responsible for managing client relationships, supporting wealth advisory services, and

ensuring smooth execution of investment transactions while maintaining high standards of

client satisfaction and compliance.

Key Responsibility:

Responsible for client servicing, advisory support, and client acquisition.

• Understand various investment products (MF, PMS, AIF, Insurance, etc.) and assist in

portfolio planning

• Explain portfolio performance and financial concepts to clients in simple terms

• Maintain strong relationships with existing clients and ensure high satisfaction levels

• Support client acquisition through referrals, networking, and outbound efforts

• Coordinate with operations team for smooth transaction execution and servicing requests• Ensure compliance with KYC norms, risk profiling, and client data privacy standards

• Track client investments and assist in goal-based financial planning

• Stay updated with market trends and financial products

• Provide proactive service and build long-term client trust

Candidate Profile:

• Basic understanding of investment options, asset allocation, SIP/STP/SWP

• Good communication skills for client interaction (calls & meetings)

• Knowledge of KYC basics, risk profiling, and compliance norms

• Ability to coordinate with internal teams for execution and servicing

• Client-first approach with strong relationship-building skills

• Willingness to work in a target-driven environment

Qualifications:

• Bachelor’s Degree (Finance / Commerce preferred)

• NISM VA Certification (preferred or willing to complete)

• CFP / QPFP Certification (good to have)

• Minimum 1 year of experience in Mutual Fund / Financial Services / Banking / Insurance /

NBFC

Job Profile & Responsibilities:

1. Identify and acquire new clients through referrals, networking, and outbound efforts

2. Understand client financial goals and recommend suitable investment/insurance

solutions

3. Maintain long-term relationships and ensure high client satisfaction

4. Coordinate with internal teams for onboarding and servicing

5. Achieve monthly/quarterly targets

6. Stay updated with financial products (MF, Insurance, PMS, AIF, etc.)

What We Offer:

1. Fixed salary + attractive incentives

2. Learning exposure in wealth management industry

3. Career growth in advisory domain

4. Supportive and growth-oriented work environment

5. Other benefits as per company norms (PF/ESI/Group Insurance/ESOPs)