Client Relationship Manager (Financial Advisory Services)

• Client Relationship Manager (Financial Advisory Services)
• Company: PracticalTek
• Job Location: Thane, Maharashtra, India
• Employment Type: Full-time
• Experience Required: 4+ years
• Job Role: Relationship Manager
• Company Website: http://aspirefinancialservices.in/
• Location: Thane, Maharashtra, India
• Company Description:

Aspire Financial Services is a financial distribution firm with over 300 +Crores of Assets Under Management (AUM). The firm provides investment solutions including Mutual Funds, Portfolio Management Services (PMS), Venture Capital Funds, Hedge Funds, insurance, and other wealth management products. Aspire focuses on long-term client relationships, disciplined investment processes, and high quality client servicing.

• Key Responsibilities
• Build and manage relationships with existing and prospective clients.
• Assist in portfolio reviews, mutual fund research, and market analysis.
• Understand client requirements and present suitable mutual fund and investment solutions.
• Conduct regular follow-ups to ensure excellent client service and engagement.
• Develop new client relationships through referrals, seminars, corporate presentations, events, and networking.
• Identify opportunities for additional investments and relevant product offerings for existing clients.
• Explain mutual fund products, investment processes, and transaction-related requirements to clients.
• Maintain regular communication with clients regarding investments, transactions, portfolio updates, and service requirements.
• Coordinate with the operations team, AMCs, and RTAs for smooth client onboarding, documentation, and transaction execution.
• Maintain accurate records of client interactions, follow-ups, and business opportunities.
• Stay updated on mutual fund products, market developments, and relevant industry updates.
• Desired profile and qualification of the candidate
• Graduate in Commerce, Finance, Business Administration, or related field.
• NISM Series V-A (Mutual Fund Distributor) certification mandatory
• Additional certifications in financial planning or wealth management are an advantage.(CFP)
• Relevant Industry Experience: Wealth Management / Mutual Fund Distribution / Financial Services
• 4+ year of experience in Financial Services, Wealth Management, Banking, or
• Insurance.
• Understanding of Time Value of Money (TVM) and investment products.
• Strong communication, sales, and relationship management skills.
• Comfortable meeting clients at their residence or office whenever required.
• Self-motivated, target-oriented, and proactive.
• Proficient in MS Excel, PowerPoint, and basic CRM/software tools.
• Awareness of softwares - NJ Reporting Portal ; NGEN research portal, Market Outlook Portal MUNIANK .