Executive – Client Experience (Relationship Manager)

Param Investopedia Private Limited; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

On-site staff facilities

Job summary

Param Investopedia Private Limited in Mumbai invites an Executive – Client Experience (Relationship Manager) to lead client acquisition and onboard new clients for an AMFI registered mutual funds distributor. This on-site role reports to the CEO and requires 2–3 years of relevant space experience.

You will manage day-to-day client transactions, conduct periodic reviews, explore upsell opportunities, maintain records, and ensure compliant servicing while upholding trust and integrity in client

Qualifications

• CFP or CWM certification preferred.
• Fundamental understanding of Mutual Funds, Alternatives, Debt Products, Insurance, and Personal Financial Planning.
• Advanced Excel skills.
• Basic PowerPoint knowledge.
• Good written and spoken English.
• Comfortable with technology and digital platforms.

Responsibilities

• Acquire and onboard new clients with a seamless onboarding experience.
• Manage day-to-day client transactions and service requests.
• Conduct periodic client touch-base calls and review meetings.
• Review investments, insurance, and financial goals to inform planning discussions.
• Identify upsell/cross-sell opportunities based on client needs.
• Seek client referrals and reviews.
• Resolve client queries and grievances promptly and professionally.
• Coordinate with internal teams to execute client requests and transactions.
• Maintain accurate client records and documentation.
• Ensure compliance with company policies and internal processes.

Skills

Interpersonal skills

Communication

English language

Education

CFP or CWM certification

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

We are looking for a proactive and customer-focused Executive – Client Experience (Relationship Manager) for an AMFI Registered Mutual Fund Distributor and Financial Intermediary to acquire and onboard new clients, manage client relationships, ensure seamless client servicing, and support clients in achieving their financial goals.

Work Mode: On-site

Reporting To: CEO

Experience: 2–3 Years in the relevant space (Mutual Funds, Fixed Income Products, Alternatives) in client acquisition and management.

Key Responsibilities

• Manage new client acquisition and ensure a seamless onboarding experience.
• Manage day-to-day client financial and non-financial transactions.
• Conduct periodic client touch-base calls and review meetings.
• Review clients' investments, insurance portfolio, and financial goals to support financial planning discussions.
• Identify opportunities for upselling and cross-selling based on clients' financial needs.
• Seek client referrals and reviews.
• Resolve client queries and grievances in a timely and professional manner.
• Coordinate with internal teams for timely execution of client requests and transactions.
• Maintain accurate client records and documentation.
• Ensure compliance with company policies and internal processes.

Key Performance Indicators (KPIs)

• Number of New Clients Acquired
• Client Conversion Ratio
• Timely and Accurate Execution of Client Transactions
• Quality of Client Analysis and Review Meetings
• Client Satisfaction and Retention Rate

Qualifications

• CFP (Certified Financial Planner) / CWM (Chartered Wealth Manager) preferred.
• Fundamental understanding of Mutual Funds, Alternatives, Debt Products, Insurance, and Personal Financial Planning.
• Advanced working knowledge of Microsoft Excel.
• Basic knowledge of Microsoft PowerPoint.
• Good written and spoken English.
• Comfortable working with technology and digital platforms.

Desired Candidate Profile

• Willingness to build a long-term career in Personal Finance.
• Demonstrates trust, integrity, knowledge, excellence, and customer focus.
• Strong interpersonal and communication skills.
• Attention to detail with a willingness to learn.
• Positive, confident, and collaborative team player.
• Minimum 2–3 years of relevant work experience.
• Candidates residing in the Western Suburbs of Mumbai will be preferred.