Client Relationship Manager

Pivot Partners; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Pivot Partners is seeking an experienced Client Relationship Manager in Pune to oversee client relationships, support portfolio management, and drive new client acquisition. You will coordinate onboarding, ensure compliant operations, and provide timely client communication.

The role requires 5+ years in CRM/wealth management, strong English and Marathi communication, and proficiency in MS Excel, CRM, and MIS. Collaboration with senior teams and a focus on client satisfaction are essential.

Qualifications

• 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.
• Prior experience in Mutual Funds / PMS / AIF / Wealth Management preferred
• Excellent verbal and written communication skills in English and Marathi.
• Strong analytical, research and problem-solving abilities.
• Experience in managing a small team is preferred
• High attention to detail and accuracy in documentation and transaction processing.
• Ability to handle client concerns with maturity, empathy and professionalism.
• Strong MS Excel/MIS and CRM skills.
• Ability to work independently while collaborating closely with senior team members.
• Ability to multitask and handle multiple client requirements at once
• Attention to detail and the ability to ensure accuracy in execution

Responsibilities

• Lead Generation & New Client Acquisition: Actively identify, source and convert prospective clients to contribute to the business pipeline.
• Client Profiling & Market Intelligence: Conduct in-depth client and market research, understand client objectives and requirements, and support risk profiling.
• Existing Client Portfolio Reviews: Regularly review and analyze existing client portfolios in line with client objectives and risk appetite.
• Client Operations & Servicing: Manage day-to-day client operations including onboarding, documentation, and transaction processing.
• Grievance Handling & Client Communication: Act as primary contact for queries and concerns, ensuring timely resolution.
• Management Reporting & MIS: Prepare reports on sales performance, client acquisition, portfolio status, and KPIs.
• Team Collaboration & Culture: Collaborate with senior team and internal stakeholders to improve client experience and efficiency

Skills

Client Relationship Management

Wealth Management

Financial Markets

Investment Products

English & Marathi Communication

Team Leadership

Tools

MS Excel

CRM

MIS

Job description

Job Description : Client Relationship Manager

We are looking for an experienced and client-focused Client Relationship Manager (CRM) to manage client relationships, contribute to new client acquisition, support portfolio management, and ensure seamless client servicing and operations. The ideal candidate should have strong financial market awareness, excellent communication skills, and the ability to build trusted, long-term client relationships.

Key Responsibilities

• Lead Generation & New Client Acquisition Actively identify, source and convert prospective clients to contribute to the business pipeline and support business growth.
• Client Profiling & Market Intelligence - Conduct in-depth client and market research, understand client objectives and requirements, and support comprehensive risk profiling in coordination with senior team members.
• Existing Client Portfolio Reviews - Regularly review and analyze existing client portfolios in line with client financial objectives, market conditions and risk appetite. Support seniors with recommendations and communicate relevant portfolio updates to clients.
• Client Operations & Servicing - Manage day-to-day client operations including account setup, onboarding/offboarding, documentation, transaction processing and maintenance of client records. Ensure accuracy, timely execution, compliance adherence and smooth internal coordination.
• Grievance Handling & Client Communication - Act as a primary point of contact for client queries and concerns. Ensure timely and professional resolution while maintaining strong relationships, trust and client satisfaction.
• Management Reporting & MIS - Prepare accurate and timely reports covering sales performance, client acquisition, portfolio status and operational KPIs. Provide relevant insights and trend analysis to support management decision-making.
• Team Collaboration & Culture - Collaborate effectively with senior team members and internal stakeholders, contribute to a positive team environment and support initiatives aimed at improving client experience and operational efficiency.

Key Skills & Competencies

• 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.
• Prior experience in Mutual Funds / PMS / AIF / Wealth Management preferred
• Excellent verbal and written communication skills in English and Marathi.
• Strong analytical, research and problem-solving abilities.
• Experience in managing a small team is preferred
• High attention to detail and accuracy in documentation and transaction processing.
• Ability to handle client concerns with maturity, empathy and professionalism.
• Strong MS Excel/MIS and CRM skills.
• Ability to work independently while collaborating closely with senior team members.
• Ability to multitask and handle multiple client requirements at once
• Attention to detail and the ability to ensure accuracy in execution