Associate - Client Relations

Singularity Amc; Mumbai; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Singularity AMC in Mumbai is seeking an Associate Client Relations to build and maintain relationships with high-potential clients, including HNIs and Family Offices. You will serve as the main point of contact, address inquiries, and gather feedback to ensure exceptional client experiences.

The role requires postgraduate education with 3–5 years in wealth management or related fields, strong communication and interpersonal skills, and the ability to identify sales opportunities through

Qualifications

• Postgraduate degree preferred with 3–5 years of experience in Wealth Management or related field.
• Demonstrated strong written and verbal communication skills.
• Proven interpersonal skills and client management abilities.
• Ability to identify opportunities for upselling and support sales initiatives.

Responsibilities

• Build and maintain relationships with existing clients (HNIs, UHNI’s, Family Offices).
• Serve as the main client contact, provide updates, address inquiries and gather feedback.
• Proactively address client issues, resolve problems, and escalate when needed.
• Monitor client satisfaction and implement strategies to improve experience.
• Identify opportunities for upselling or cross-selling and contribute to revenue growth.
• Collaborate with sales, product and other teams to meet client needs.
• Prepare reports on client interactions and analyze key metrics.

Skills

Communication skills

Interpersonal skills

Problem solving

Sales / upselling ability

Time management

MS Excel / Office

Education

Postgraduate degree

Tools

Excel

Word

PowerPoint

Job description

Associate Client Relations

Associate Client Relations

Mumbai

Full time

About Singularity AMC

We specialize in providing capital and differentiated access to capital markets for high-potential growth assets. Our focus lies on mid-to-late-stage private equity investments, supported by a seasoned team of investors and experienced operators. With over INR 2,000 Crores under management across two funds, we have the resources and expertise to help achieve growth aspirations of innovative Indian Entrepreneurs. We are committed to identifying and supporting Innovative enterprises with transformative technologies and business models that address challenges and opportunities in Consumer, Financial Services, Software, Energy, Healthcare and New age manufacturing among others.

Role Overview

NA

Key Responsibilities

1. 1. Building and Maintaining Relationships: Establishing and nurturing strong connections with existing clients HNIS, UHNIS, Family Offices.
2. 2. Client Communication: Serving as the main point of contact for client inquiries, providing updates, addressing concerns, and gathering feedback.
3. 3. Issue Resolution: Proactively addressing client issues, resolving problems, and escalating complex matters to the appropriate teams.
4. 4. Client Satisfaction: Monitoring client satisfaction levels, gathering feedback, and implementing strategies to enhance client experience.
5. 5. Sales and Growth: Identifying opportunities for upselling or cross-selling, developing sales strategies, and contributing to revenue growth.
6. 6. Internal Collaboration: Working closely with sales, product, and other teams to ensure client needs are met.
7. 7. Reporting and Analysis: Preparing reports on client interactions, monitoring key metrics, and providing insights to improve client relationships.

Qualifications Skills

Required

NA

Preferred

1. 1. A post graduate with 3 5 years of experience, preferably in the Wealth Management industry.
2. 2. Strong written and verbal communication skills
3. 3. Strong interpersonal skills
4. 4. Ability to solve problems and provide effective solutions
5. 5. Ability to present opportunities for supporting sales
6. 6. Organizing and Time management skills are very important
7. 7. Proficient in using Excel, Word PPT tools.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.