Client Relationship Executive in Chandigarh, Mohali, Panchkula

Sahayak Associates; Chandigarh; On-site; INR 650,000 - 850,000; Full time

Job summary

Sahayak Associates, a wealth management firm, is seeking a client relationship executive to join a dynamic team specializing in finance, equity research, financial literacy, investing and financial planning.

You will build and maintain strong relationships with clients, understand their financial goals, provide informed advice, and collaborate with the planning team to tailor investment strategies that maximize growth and minimize risk.

Qualifications

• Develop and nurture client relationships by providing exceptional service and addressing their financial needs.

Responsibilities

• Develop and nurture client relationships by providing exceptional service and addressing their financial needs.
• Conduct thorough research on equity markets and financial products to provide clients with accurate and informed advice.
• Educate clients on financial literacy and help them make informed decisions about their investments.
• Collaborate with our financial planning team to create customized investment strategies for clients.
• Monitor and track client portfolios to ensure they are on track to meet their financial goals.
• Stay up-to-date on market trends and developments to provide clients with timely and relevant information.
• Proactively identify opportunities to grow and expand our client base through referrals and networking.

Job description

As a client relationship executive at Sahayak Associates, you will have the opportunity to work with a dynamic team that is expert in finance, equity research, financial literacy, investing, and financial planning. You will play a crucial role in building and maintaining strong relationships with our clients, ensuring their financial goals are met and exceeded.

Key Responsibilities

• Develop and nurture client relationships by providing exceptional service and addressing their financial needs.
• Conduct thorough research on equity markets and financial products to provide clients with accurate and informed advice.
• Educate clients on financial literacy and help them make informed decisions about their investments.
• Collaborate with our financial planning team to create customized investment strategies for clients.
• Monitor and track client portfolios to ensure they are on track to meet their financial goals.
• Stay up-to-date on market trends and developments to provide clients with timely and relevant information.
• Proactively identify opportunities to grow and expand our client base through referrals and networking.

If you are passionate about finance, excel at building relationships, and have a strong understanding of investment strategies, we invite you to join our team and make a meaningful impact on our clients' financial success.

About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.