Client Relationship Management Executive

MProfit; Mumbai; On-site; INR 350,000 - 520,000; Full time

Job summary

MProfit is a rapidly growing wealth-tech company focused on empowering investors and wealth professionals with comprehensive software for tracking and analyzing multi-asset portfolios.

The Relationship Management Executive will nurture client relationships, understand financial needs, deliver personalized product support, and drive satisfaction with MProfit's software suite. Strong communication and finance knowledge are essential.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field (Master's degree preferred).
• Proven CRM or sales experience in financial services.
• Excellent interpersonal and communication skills to build client rapport.
• Strong understanding of financial products, investment strategies, and portfolio management.
• Proficiency with financial software and tools for portfolio analysis.

Responsibilities

• Build and maintain long-term client relationships through regular communication and engagement.
• Serve as the primary contact for clients, addressing inquiries and resolving issues.
• Conduct product demonstrations to maximize software utilization.
• Collaborate with internal teams to address client needs and ensure timely resolutions.
• Identify opportunities for upselling or cross-selling additional products.
• Stay updated on industry trends, market developments, and regulatory changes to advise clients.
• Prepare and deliver regular reports on client interactions and satisfaction to management.

Tools

Financial software/tools

Job description

Job Title: Client Relationship Management Executive (RM)

Company Profile

MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.

Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.

As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.

Today, MProfit is a leader in India’s wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.

Position Overview

As a Relationship Manager at MProfit Software Pvt Ltd, you will play a pivotal role in nurturing and maintaining strong relationships with our clients. You will be responsible for understanding their financial needs, providing personalized support, and ensuring their satisfaction with our products and services. This role requires excellent communication skills, a strong understanding of financial products, and a proactive approach to client relationship management.

Roles and Responsibilities

• Build and maintain long-term relationships with clients through regular communication and engagement.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing product support.
• Conduct product demonstrations for clients to maximize their utilization of our software suite.
• Collaborate with internal teams to address client needs effectively and ensure timely resolution of issues.
• Identify opportunities for upselling or cross-selling additional products and services to existing clients.
• Stay updated on industry trends, market developments, and regulatory changes to provide informed advice to clients.
• Prepare and deliver regular reports on client interactions, feedback, and satisfaction levels to management.

Qualifications

• Bachelor's degree in Finance, Business Administration, or relatedfield. (Master's degree preferred)
• Proven experience in client relationship management or sales within the financial services industry.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Strong understanding of financial products, investment strategies, and portfolio management principles.
• Proficiency in using financial software and tools for portfolio analysis and management.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment