Client Relationship Executive

Investsmart Stock Brokers; Indore District; On-site; INR 400,000 - 600,000; Full time

Job summary

Investsmart Stock Brokers invites professionals to join a rapidly growing Client Growth team in India. The role focuses on building trustful client relationships and disciplined execution to drive wealth generation through research-backed investing.

Responsibilities include client acquisition, relationship management, mutual funds sales including SIPs, portfolio reviews, and cross-selling mutual funds, broking and other investment solutions, with a strong emphasis on servicing top clients.

Qualifications

• Client acquisition and relationship management are essential.
• Prior experience in wealth, broking or BFSI preferred.
• Knowledge of mutual funds and SIPs is beneficial.

Responsibilities

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

Skills

Client acquisition

Relationship management

Mutual fund sales

SIPs & portfolio reviews

Cross-sell mutual funds & broking

Education

UG: Any Graduate

Job description

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

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.

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• Client acquisition & relationship management
• Mutual fund sales, SIPs & portfolio reviews
• Cross-sell mutual funds,, broking & investment solutions
• Lead follow-up & client servicing
• Prior experience in wealth, broking or BFSI preferred