Client Relationship Executive

About Saaivista Investment Services Pvt. Ltd.

Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒)

Vision, Strategy, Trust, and Integrity

Role Overview

We are looking for motivated and ambitious individuals

on-site role (Nagpur)

You will be responsible for acquiring clients, presenting our investment offerings, and contributing to the firm’s growth.

Key Responsibilities

• Identify and approach potential clients (HNIs, professionals, and investors)
• Present and explain MF, PMS, AIF, and other investment products
• Execute sales and marketing strategies to drive client acquisition
• Maintain client relationships and ensure post-onboarding support
• Meet sales and outreach targets within defined timelines

Requirements

• Bachelor’s degree in finance, commerce, management, or a related field
• 0–3 years of experience in finance, sales, or marketing (freshers are welcome)
• Strong interpersonal, communication, and presentation skills
• Interest in financial markets and investment advisory
• Self-driven, disciplined, and goal-oriented mindset

Compensation

• Fixed + Performance Incentives
• Opportunity for growth to

  Relationship Manager / Investment Consultant

  roles based on performance

Why Join Saaivista

• Exposure to

  high-net-worth client acquisition and relationship management

• Direct mentorship from experienced professionals in the wealth management industry

• Opportunity to work with top-tier PMS and AIF products

  from leading AMCs