Job Description
Key ResponsibilitiesClient Relationship & Servicing
• Act as the primary point of contact for assigned clients
• Build and maintain long-term relationships with clients
• Understand client financial goals and coordinate with advisors for suitable solutions
• Ensure timely resolution of client queries and service requests
Portfolio Support & Coordination
• Assist clients with investment processes, documentation, and onboarding
• Coordinate with operations and advisory teams for smooth execution
• Share portfolio updates, statements, and periodic reports with clients
• Ensure compliance with internal processes and regulatory requirements
Client Engagement & Retention
• Conduct regular follow-ups and review calls
• Educate clients on investment processes and market basics
• Proactively identify cross-selling and upselling opportunities
• Maintain high client satisfaction and retention levels
Compliance & Documentation
• Ensure proper KYC, FATCA, and other regulatory documentation
• Follow AMFI / SEBI guidelines and internal compliance policies
• Maintain accurate client records and CRM data
Job Types: Full-time, Permanent, Fresher, Internship, Contractual / Temporary
• Act as the primary point of contact for assigned clients
• Build and maintain long-term relationships with clients
• Understand client financial goals and coordinate with advisors for suitable solutions
• Ensure timely resolution of client queries and service requests
Portfolio Support & Coordination
• Assist clients with investment processes, documentation, and onboarding
• Coordinate with operations and advisory teams for smooth execution
• Share portfolio updates, statements, and periodic reports with clients
• Ensure compliance with internal processes and regulatory requirements
Client Engagement & Retention
• Conduct regular follow-ups and review calls
• Educate clients on investment processes and market basics
• Proactively identify cross-selling and upselling opportunities
• Maintain high client satisfaction and retention levels
Compliance & Documentation
• Ensure proper KYC, FATCA, and other regulatory documentation
• Follow AMFI / SEBI guidelines and internal compliance policies
• Maintain accurate client records and CRM data
Job Types: Full-time, Permanent, Fresher, Internship, Contractual / Temporary
💡 Quick Summary
Seeking a career-building opportunity? The Client Relationship Manager position is now open for candidates interested in the Event Management Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.
