Lavya Associates HR Services
Client Relationship Manager
1 month ago
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Important information
Contract type:
Permanent
Location:
Delhi, India
Work mode:
Onsite
Published on:
28 September 2026
What they need
Job Summary
We are having an urgent requirement for the position of Client Relationship Manager.
Responsibilities
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One-point contact for the assigned customer
- Acquisition Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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