Client Relationship Manager

Client Relationship Manager (CRM)

Key Responsibilities

• Lead Generation & New Client Acquisition

  Actively identify, source and convert prospective clients to contribute to the business pipeline and support business growth.

• Client Profiling & Market Intelligence

  – Conduct in-depth client and market research, understand client objectives and requirements, and support comprehensive risk profiling in coordination with senior team members.

• Existing Client Portfolio Reviews

  – Regularly review and analyze existing client portfolios in line with client financial objectives, market conditions and risk appetite. Support seniors with recommendations and communicate relevant portfolio updates to clients.

• Client Operations & Servicing

  – Manage day-to-day client operations including account setup, onboarding/offboarding, documentation, transaction processing and maintenance of client records. Ensure accuracy, timely execution, compliance adherence and smooth internal coordination.

• Grievance Handling & Client Communication

  – Act as a primary point of contact for client queries and concerns. Ensure timely and professional resolution while maintaining strong relationships, trust and client satisfaction.

• Management Reporting & MIS

  – Prepare accurate and timely reports covering sales performance, client acquisition, portfolio status and operational KPIs. Provide relevant insights and trend analysis to support management decision-making.

• Team Collaboration & Culture

  – Collaborate effectively with senior team members and internal stakeholders, contribute to a positive team environment and support initiatives aimed at improving client experience and operational efficiency.

Key Skills & Competencies

• 5+ years of experience in

  Client Relationship Management, Wealth Management, Financial Services

  or a related field.
• Good understanding of

  financial markets, investment products and client risk profiling

  .
• Prior experience in Mutual Funds / PMS / AIF / Wealth Management preferred
• Excellent

  verbal and written communication skills in English and Marathi

  .
• Strong analytical, research and problem-solving abilities.
• Experience in managing a small team is preferred
• High attention to detail and accuracy in documentation and transaction processing.
• Ability to handle client concerns with maturity, empathy and professionalism.
• Strong MS Excel/MIS and CRM skills.
• Ability to work independently while collaborating closely with senior team members.
• Ability to multitask and handle multiple client requirements at once
• Attention to detail and the ability to ensure accuracy in execution