Client Relationship Executive

Niel N Ray; Mumbai; On-site; INR 600,000 - 840,000; Full time

Job summary

Niel N Ray is seeking a Client Relationship Executive in Mumbai to initiate and nurture relationships with business owners and HNIs. This role focuses on outreach, relationship-building, and qualifying interest, not on selling complex financial products.

You will introduce our business to prospective clients, schedule strategic consultations, and maintain accurate interaction history in the CRM, while our Senior Financial Advisor handles technical discussions and closings.

Qualifications

• 2–5 years in consultative sales, banking/stockbroking/insurance/real estate preferred.
• Existing networks within the HNI/business owner segment is a distinct advantage.
• Fluency in English and Marathi is mandatory.
• Comfortable with outbound calls and arranging face-to-face local meetings.

Responsibilities

• Identify & Reach High-Value Prospects: Connect with business owners and HNIs across Mumbai through professional outreach and warm channels.
• Capitalize on Marketing Leads: Collaborate with social media and marketing strategies to convert inbound interest into qualified conversations.
• Schedule Consultations: Introduce our firm’s approach, gauge high-level client needs, and book structured meetings for our Senior Financial Advisor.
• Maintain Pipeline Momentum: Conduct professional follow-ups, gather initial client documentation, and keep CRM interaction history accurate.

Skills

Consultative sales

Marketing alignment

English & Marathi fluency

Outbound calling

Job description

Build high-value relationships with Mumbai’s business owners and HNIs.

We are seeking an ambitious Client Relationship Executive to initiate and nurture relationships with Mumbai’s business owners and High-Net-Worth Individuals (HNIs).

In this role, your focus is entirely on outreach, relationship building, and qualifying interest. You will introduce our business to prospective clients and schedule strategic consultation meetings.

You are not expected to sell complex financial products or manage technical discussions. Our Senior Financial Advisor leads all technical consultations and closures, while you retain credit for opening the client relationship.

Your Responsibilities

What You Will Do

• 01

  Identify & Reach High-Value Prospects

  Connect with business owners and HNIs across Mumbai through professional outreach and warm channels.

• 02

  Capitalize on Marketing Leads

  Collaborate with our social media and marketing strategies to convert inbound interest into qualified conversations.

• 03

  Schedule Consultations

  Introduce our firm’s approach, gauge high-level client needs, and book structured meetings for our Senior Financial Advisor.

• 04

  Maintain Pipeline Momentum

  Conduct professional follow-ups, gather initial client documentation, and keep all interaction history accurate in our CRM.

Candidate Profile

What You Will Bring

• 2–5 Years in Consultative Sales: Background in Banking, Stockbroking, Insurance, or Real Estate is preferred. Existing networks or relationships within the HNI/business owner segment will be a distinct advantage.
• Marketing Alignment: Experience working alongside social media marketing teams or campaigns to convert digital traction into actionable sales leads.
• Language Proficiency: Professional fluency in English and Marathi is mandatory.
• Client Engagement Skills: Confident on outbound phone calls, comfortable arranging face-to-face local meetings, and persistent with a polished, consultative touch.