Associate Relationship Executive (ARE)

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About Client First Wealth Management

Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.

Key Responsibilities

• Strong understanding of the

  security market, investment banking, and the economy

  .
• Good knowledge of

  Mutual Funds, PMS, AIF, stocks, derivatives, and insurance

  products.
• Familiarity with

  KYC process

  will be an added advantage.
• Build and nurture long-term client relationships with excellent communication, trust, and professionalism.
• Understand client’s financial goals to help them

  create wealth, handing & serving portfolios.

• Prepare

  financial proposals, audit reports, and presentations

  for clients.
• Execute

  investment orders, insurance operations, and other operational tasks

  .
• Maintain

  MIS reports (CRM)

  for sales operations, new business, and renewals.
• Proactively identify

  cross-selling and upselling opportunities

  .
• Resolve client queries and complaints quickly and effectively.
• Approach potential customers to establish strong and profitable relationships.
• Ensure

  documentation, data entry, and verification

  of accurate client information.
• Ensure

  process compliance, discipline, and timely delivery of work

  .

Skills Required

• Prior

  experience in the Market & Equity domain

  preferred.
• Strong

  financial and analytical skills

  .
• Excellent

  communication (written, verbal, and presentation)

  skills.
• Proficiency in

  Google Sheets, Excel formulas, and PowerPoint presentations

  .
• Self-motivated, proactive, and a team player with a

  “never give up” attitude

  .
• Passion for wealth creation for clients and alignment with company vision.
• Ability to work under pressure with dedication and discipline.
• Strong references for company growth.

Qualifications

• 0–2 years of relevant experience.
• Graduate / Postgraduate with a good academic record.

• NISM 10A, NISM 12, or NISM V certification

  will be an added advantage.