Client Relationship Executive - Investment Services

Samish Investment Services; Bengaluru; On-site; INR 420,000 - 620,000; Full time

Job summary

Samish Investment Services Pvt Ltd in Bengaluru seeks a Client Relationship Executive to interact with existing clients, understand their requirements, provide regular portfolio updates and ensure a high-quality client experience.

The ideal candidate will have strong communication skills, enjoy working with clients, and show a genuine interest in the financial services and investment industry. 0–3 years of experience and basic knowledge of mutual funds are preferred.

Qualifications

• 0 to 3 years of experience in client servicing / relationship management / financial services.
• Excellent spoken and written communication skills.
• Confident and comfortable speaking with clients over phone and in person.
• Basic knowledge of mutual funds, investments or financial products.
• Proficient with MS Excel and other office applications.

Responsibilities

• Manage and maintain relationships with existing clients.
• Regularly communicate with clients and provide updates on their investment portfolios.
• Understand client requirements, queries and concerns and coordinate with the internal team for timely resolution.
• Explain investment portfolios, performance and relevant updates to clients in a simple and understandable manner.
• Follow up with clients regarding documentation, transactions, service requests and other requirements.
• Maintain accurate records of client interactions and follow-ups.
• Proactively identify opportunities to improve client engagement and satisfaction.
• Coordinate with the operations and investment teams to ensure smooth client servicing.
• Build trust and long-term relationships with clients.
• Participate in client meetings and assist senior team members in client relationship activities.
• Keep yourself updated on mutual funds, investment products and developments in the financial markets.

Skills

Communication skills

Interpersonal skills

Client servicing

Tools

MS Excel

Job description

Samish Investment Services Pvt Ltd is looking for a Client Relationship Executive to join our growing investment services team in Bengaluru.

The primary responsibility of this role will be to interact with existing clients, understand their requirements, provide regular portfolio updates, and ensure a high-quality client experience.

The ideal candidate should have excellent communication and interpersonal skills, be comfortable interacting with clients, and have a genuine interest in the financial services and investment industry.

Key Responsibilities

• Manage and maintain relationships with existing clients.
• Regularly communicate with clients and provide updates on their investment portfolios.
• Understand client requirements, queries and concerns and coordinate with the internal team for timely resolution.
• Explain investment portfolios, performance and relevant updates to clients in a simple and understandable manner.
• Follow up with clients regarding documentation, transactions, service requests and other requirements.
• Maintain accurate records of client interactions and follow-ups.
• Proactively identify opportunities to improve client engagement and satisfaction.
• Coordinate with the operations and investment teams to ensure smooth client servicing.
• Build trust and long-term relationships with clients.
• Participate in client meetings and assist senior team members in client relationship activities.
• Keep yourself updated on mutual funds, investment products and developments in the financial markets.

Candidate Profile

We are looking for someone who:

• Has 0 to 3 years of experience in client servicing / relationship management / financial services.
• Has excellent spoken and written communication skills.
• Is confident and comfortable speaking with clients over phone and in person.
• Has a professional and pleasant personality.
• Is organized and good at following up.
• Has basic knowledge of mutual funds, investments or financial products.
• Is comfortable working with MS Excel and other office applications.
• Has a strong willingness to learn and build a career in the investment/wealth-management industry.

Candidates from banking, mutual fund distribution, wealth management, insurance, broking, financial advisory or other financial-services backgrounds will be preferred.

What We Offer

• Opportunity to build a career in investment and wealth management.
• Direct exposure to clients and investment portfolios.
• Learning opportunities across mutual funds and other investment products.
• Professional and growth-oriented work environment.
• Performance-based career growth.