Client Relationship Executive

Role & responsibilities

Key responsibilities:

• Client acquisition and relationship management
• Mutual fund and insurance business
• Lead generation and follow-up
• Client meetings and financial requirement gathering
• SIP, investment and insurance servicing
• Supporting senior wealth managers
• Achieving business and activity targets

Preferred candidate profile

We are looking for fresh graduates / entry-level candidates who want to build a career in Wealth Management.

We are particularly looking for candidates who are:

• Client-oriented
• Ambitious and target-driven
• Good listeners
• Confident communicators
• Ethical and trustworthy
• Willing to learn
• Persistent with follow-ups

Perks and benefits

Fixed Salary + Performance-Linked Variable Pay

The variable component will be linked to individual and/or team performance, including parameters such as new client acquisition, business generation, revenue contribution, client servicing and achievement of defined targets.

Career Growth

The position provides an opportunity to progress through roles such as:

Customer Relationship Executive Senior Relationship Manager Wealth Manager Senior Wealth Manager / Team Leader