Client Relationship Manager

Role Definition

We are seeking an experienced and customer-focused Client Relationship Manager to join our team in the Share Broking industry. The ideal candidate will be responsible for managing relationships with both retail and high-net-worth individual (HNI) clients, ensuring they receive exceptional service and investment solutions. This role requires strong communication skills, market knowledge, and the ability to build lasting, trust-based relationships with clients. The Client Relationship Manager will work closely with internal teams to deliver superior financial services, provide investment advice, and help clients navigate their investment portfolios.

Responsibility Deliverable

1. Client Relationship Management

2. Investment Advisory and Support

3. Client Retention & Satisfaction

4. Sales and Cross-Selling

5. Compliance and Documentation

6. Collaboration and Reporting

Tasks & Activities

1. Client Relationship Management: • Serve as the primary point of contact for clients, providing personalized service and addressing their needs regarding investments, portfolio management, and financial planning. • Build and maintain strong, long-lasting relationships with existing and potential clients, including HNI individuals and institutional clients. • Understand client goals and risk tolerance, offering customized investment solutions and ensuring alignment with their objectives.

2. Investment Advisory and Support: • Provide expert guidance on share broking, mutual funds, insurance products, and other financial instruments to help clients achieve their financial goals. • Offer market insights and updates to clients on investment opportunities, trends, and portfolio performance. • Coordinate with internal teams to ensure seamless execution of client transactions and investment requests.

3. Client Retention & Satisfaction: • Ensure the highest level of customer satisfaction by delivering timely and effective solutions to client inquiries and concerns. • Proactively engage with clients to review their portfolio performance and suggest adjustments when necessary. • Resolve client complaints or issues in a professional and effective manner, ensuring client retention.

4. Sales and Cross-Selling: • Identify opportunities to cross-sell additional financial products such as mutual funds, insurance, and advisory services to existing clients. • Actively support sales teams in onboarding new clients, ensuring smooth onboarding and transition. • Monitor client accounts and alert clients about potential investment opportunities or areas of concern.

5. Compliance and Documentation: • Ensure that all client interactions comply with industry regulations, internal policies, and procedures. • Maintain accurate client records, including account documentation, investment transactions, and communication logs. • Assist with the preparation of necessary reports and documents for client meetings and portfolio reviews.

6. Collaboration and Reporting: • Work closely with the operations, research, and compliance teams to ensure timely execution of transactions and alignment with client expectations. • Provide regular feedback to the senior management team on client needs, market trends, and service improvements.

Qualification & Experience

• Minimum 3 years of experience in client relationship management, customer service, or sales, preferably within the share broking, wealth management, or financial services industry.
• Proven experience in managing HNI clients and retail investors. Experience dealing with insurance products, mutual funds, and HNI clients is essential.
• Bachelors degree in Finance, Economics, Business, or related field. • Additional certifications such as NISM, IRDA, or CFP are a plus

Competencies & Skills

• Client Centric
• Proactive
• Analytical
• Professional
• Team Player
• Problem Solving

Expertise

• Deep understanding of investment strategies, portfolio management and asset allocation
• Ability to stay up to date with market trends, financial products and regulatory changes