Client Relationship Executive

Sahayak Associates; Chandigarh; On-site; INR 300,000 - 600,000; Full time

Job summary

Sahayak Associates in Chandigarh is seeking a Client Relationship Executive to manage and strengthen relationships with existing and prospective clients. This full-time, on-site role focuses on understanding client needs and delivering tailored wealth management solutions.

You will coordinate with internal teams, onboard clients, maintain records, prepare basic reports and presentations, and ensure high levels of client satisfaction and retention.

Qualifications

• Strong relationship management and account management capabilities.
• Excellent verbal and written communication; ability to explain financial concepts simply.
• Experience in client-facing roles in financial services is advantageous.

Responsibilities

• Understand client financial needs and goals; coordinate with internal teams to provide tailored wealth management solutions.
• Support onboarding and review processes; schedule and conduct client meetings; maintain records.
• Prepare basic reports and presentations; follow up on service requests; ensure high client satisfaction and retention.

Skills

Relationship management

Account management

Communication skills

Client relations

Organizational skills

CRM tools

Education

Bachelor's degree in finance, commerce, business, economics

Tools

CRM tools

Office software

Job description

Sahayak Associates is a comprehensive wealth management and financial planning firm focused on helping clients achieve their individual financial goals. The firm provides goal-linked financial planning, investment advisory, tax optimization, retirement planning, insurance solutions, children’s education plans, and estate planning including will-writing services. Its approach covers evaluation of a client’s current financial situation, risk profiling, asset allocation strategy, and regular portfolio reviews with course corrections as needed. Sahayak Associates aims to move clients away from piecemeal, ad-hoc investing toward disciplined, goal-based strategies that optimize risk and return. Guided by the motto “You can have everything you want in your life, if you will help other people get what they want,” the firm emphasizes client-centric advice and long-term relationships.

Role Description

The Client Relationship Executive is a full-time, on-site role based in Chandigarh, responsible for managing and strengthening relationships with existing and prospective clients.

Day-to-day responsibilities include understanding client financial needs and goals, coordinating with internal teams to provide tailored wealth management solutions, and supporting clients through the onboarding and review processes.

The role involves scheduling and conducting client meetings, maintaining accurate records of interactions, preparing basic reports and presentations, and following up on service requests in a timely manner.

The Client Relationship Executive will also assist in explaining investment, insurance, and planning offerings, handle client queries professionally, and help ensure high levels of client satisfaction and retention.

Qualifications

• should possess strong Business Relationship Management and Account Management skills to oversee client portfolios and service delivery.
• should possess solid Client Relations and Relationship Building skills to establish trust, maintain long‑term partnerships, and support client engagement.
• Should possess excellent Communication skills, including clear verbal and written communication, active listening, and the ability to present financial concepts in a simple manner.
• should ideally have knowledge of financial products and services (investments, insurance, retirement planning) and an interest in wealth management.
• should have strong organizational and time‑management abilities, comfort with basic office software/CRM tools, and a proactive, service‑oriented mindset.
• A bachelor’s degree in finance, commerce, business, economics, or a related field is preferred; prior experience in financial services or client‑facing roles will be an advantage.