Client Associate - Wealth

Swati Management Services; Dadri; On-site; INR 200,000 - 360,000; Full time

Job summary

Swati Management Services in Dadri, Uttar Pradesh, seeks a calling-first Customer Experience Executive to engage with prospective and existing clients, guide onboarding, and ensure a smooth experience. You will log calls and manage follow-ups in our CRM, with mentorship from the founders and no selling or commissions involved.

You should have 1+ years in customer experience or tele-calling, fluent English and Hindi, and comfort with Excel and CRM tools.

Qualifications

• 1+ years in a customer experience, tele-calling, or client servicing role.
• Excellent spoken English and Hindi — clear, warm, and professional on a call.
• Patience and composure with senior, successful individuals.
• Basic comfort with Excel and CRM tools.

Responsibilities

• Call prospective clients to understand their needs and schedule conversations with our advisors
• Follow up with existing clients on documentation, onboarding, and service requests
• Answer day-to-day queries and route anything advice-related to the advisory team
• Keep the CRM updated — every call logged, every follow-up tracked

Skills

Customer experience

Tele-calling

Multilingual English/Hindi

Emotional intelligence

Excel

CRM tools

Job description

Role & responsibilities

This is a calling-first role. You'll be on the phone with prospective and existing clients every day understanding what they need, walking them through onboarding, and making sure nothing falls through the cracks. If you enjoy talking to people and take pride in a smooth experience, this is your role.

What You'll Do

• Call prospective clients to understand their needs and schedule conversations with our advisors


• Follow up with existing clients on documentation, onboarding, and service requests


• Answer day-to-day queries and route anything advice-related to the advisory team


• Keep the CRM updated — every call logged, every follow-up tracked

Must Have

• 1+ years in a customer experience, tele-calling, or client servicing role


• Excellent spoken English and Hindi — clear, warm, and professional on a call


• Patience and composure with senior, successful individuals


• Basic comfort with Excel and CRM tools

Nice to Have

• Experience in financial services, banking, or fintech


• Prior exposure to HNI or premium customer segments

Why Join Us

• Direct access to and mentorship from the Founders


• No selling, no targets, no commissions — we're a fee-only advisory, so your job is to help, not to push


• Talk to genuinely interesting people — successful, self-made individuals


• Front-row seat at a SEBI-registered advisory building trust-first investing for India


• Room to grow into a full advisory role over time