Client Relationship Manager

Godel Consulting; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Godel Consulting seeks a Client Relationship Manager in Pune to spearhead client acquisition, portfolio reviews and day-to-day client operations within a financial services firm.

You will build long-term relationships, coordinate with senior teams, and deliver MIS reports while ensuring accuracy and compliance. Fluency in English and Marathi, plus proficiency in Excel and CRM tools, are essential.

Qualifications

• 5+ years in client relationship management or wealth management.
• Excellent English and Marathi verbal and written communication.
• Proficient in MS Excel and CRM tools for MIS reporting.
• Strong relationship-building, business development and client servicing skills.
• Ability to handle multiple client requirements and coordinate with senior colleagues.

Responsibilities

• Identify prospective clients, generate leads, and convert opportunities into new business.
• Build and maintain strong relationships with existing clients.
• Understand clients' financial objectives, investment requirements and risk appetite.
• Support client profiling and risk assessment with senior team members.
• Review client portfolios and support senior colleagues with analysis and recommendations.
• Communicate portfolio updates and respond to client queries.
• Manage account opening, onboarding, documentation and transaction processing.
• Maintain accurate client records and ensure timely execution and compliance.
• Resolve client concerns professionally and coordinate with internal teams.
• Prepare MIS and reports covering sales, client acquisition, portfolio status and operational performance.
• Contribute to improvements in client experience and operational efficiency.

Skills

Client relationship management

Wealth management

Business development

Client servicing

MS Excel

CRM tools

MIS reporting

Communication (English/Marathi)

Analytical skills

Tools

MS Excel

CRM software

Job description

Job Title: Client Relationship Manager
Location: Pune
Experience: 5+ years
Industry: Financial Services / Wealth Management

About the opportunity:

Godel Consulting is mandated to hire a Client Relationship Manager for an established financial services firm.

We are looking for a client-focused professional who can build long-term relationships, acquire new clients and support portfolio reviews. The role combines business development, client servicing and coordination of day-to-day client operations.

Key responsibilities:

• Identify prospective clients, generate leads and convert opportunities into new business.
• Build and maintain strong relationships with existing clients.
• Understand clients financial objectives, investment requirements and risk appetite.
• Support client profiling and risk assessment in coordination with senior team members.
• Review client portfolios and support senior colleagues with analysis and recommendations.
• Communicate relevant portfolio updates and respond to client queries.
• Manage account opening, onboarding, offboarding, documentation and transaction processing.
• Maintain accurate client records and ensure timely execution and compliance with internal processes.
• Resolve client concerns professionally and coordinate with internal teams.
• Prepare MIS and reports covering sales, client acquisition, portfolio status and operational performance.
• Contribute to improvements in client experience and operational efficiency.

Required experience and skills:

• At least 5 years of experience in client relationship management, wealth management, financial services or a related field.
• Good understanding of financial markets, investment products and client risk profiling.
• Strong relationship-building, business development and client servicing skills.
• Excellent verbal and written communication skills in English and Marathi.
• Proficiency in MS Excel, MIS reporting and CRM tools.
• Strong analytical, research and problem-solving abilities.
• Accuracy in documentation and transaction processing.
• Ability to manage multiple client requirements and work closely with senior colleagues.

Preferred experience:

• Experience with Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) or wealth management.
• Experience managing a small team.