Client Relationship Executive – Wealth Management

Job Description – Client Relationship Executive (Wealth Management)We are hiring for the role of Client Relationship Executive in the Wealth Management domain. This is an excellent opportunity for freshers and early professionals who want to build a career in financial advisory and client relationship management.

Key Responsibilities:• Handle client interactions and provide high-quality service

• Understand client financial goals and assist in investment planning

• Explain financial products like Mutual Funds, Insurance, PMS, etc.

• Maintain strong relationships with existing clients

• Generate new clients through referrals, networking, and outbound calls

• Coordinate with internal teams for smooth onboarding and transaction processing

• Ensure KYC compliance and maintain accurate client records

• Track client portfolios and support goal-based financial planning

• Achieve monthly/quarterly targets

Candidate Requirements:• Graduate (B.Com / BBA / Finance preferred)

• Freshers or candidates with 0–2 years of experience can apply

• Basic knowledge of financial products (MF, SIP, Insurance) is a plus

• Good communication & interpersonal skills

• Comfortable with client-facing role (calls/meetings)

• Willing to work in a target-driven environment

• NISM certification (preferred / willing to pursue)

Why Join Us?• Entry into high-growth Wealth Management industry

• Hands-on learning in financial advisory & investment products

• Career growth into Relationship Manager / Wealth Advisor roles

• Exposure to real clients & portfolio management

• Fixed salary + attractive incentives