Client Relationship Executive

Investsmart Stock Brokers; Indore District; On-site; INR 300,000 - 700,000; Full time

Job summary

Investsmart Stock Brokers in Indore District, Madhya Pradesh, is looking for candidates to join their Client Growth team. The role involves client acquisition, relationship management, and mutual fund sales. Ideal candidates will have relevant experience in wealth management or BFSI.

This position emphasizes trust, ownership, and the ability to build lasting client relationships, helping investors manage and grow their wealth effectively.

Qualifications

• Prior experience in wealth management, broking, or BFSI preferred.

Responsibilities

• Client acquisition & relationship management.
• Mutual fund sales, SIPs & portfolio reviews.
• Cross-sell mutual funds and investment solutions.
• Lead follow-up & client servicing.

Skills

Client acquisition & relationship management

Mutual fund sales

Portfolio reviews

Client servicing

Education

Any Graduate

Job description

Responsibilities

• Client acquisition & relationship management
• Mutual fund sales, SIPs & portfolio reviews
• Cross-sell mutual funds, broking & investment solutions
• Lead follow-up & client servicing

Qualifications

• Prior experience in wealth, broking or BFSI preferred

Education

UG: Any Graduate

Role Category

Trading, Asset & Wealth Management

Investsmart combines research-backed investing with personalised client advice to help investors build long-term wealth.

We're building a Client Growth team that values trust, ownership, disciplined execution and lasting client relationships.