We are hiring for Client Relationship Manager for Financial planning firm

Job Description:

Key Responsibilities:

Back Office Operations

• Manage all back-office activities related to investments and client account maintenance.
• Ensure accuracy in documentation and timely processing of mutual fund, PMS, and AIF transactions.
• Maintain up-to-date records for compliance, audit, and regulatory requirements.

Client Interaction and Support

• Professionally interact with clients to address and resolve investment-related queries.
• Prepare and share client reports such as Profit & Loss (P&L) statements, portfolio valuations, visa letters, and other relevant investment documents.
• Support clients in completing necessary KYC and account opening procedures, including demat account openings.

Transaction and Process Management

• Process transactions such as mutual fund purchases, sales, broker code changes, and dematerialization requests.
• Execute account-related updates including minor-to-major status changes, change of tax status, name deletions, and mutual fund transmissions.
• Coordinate with internal teams and external agencies for tax and compliance verification, including reconciliation of tax computations.

Client Relationship Management and Sales Support

• Maintain ongoing communication with existing clients to understand their evolving financial needs.
• Identify opportunities for additional product sales and facilitate cross-selling of PMS, AIF, and mutual funds.
• Handle new client references and assist in onboarding processes to enhance client acquisition.

Key Skills & Qualifications:

• Bachelor’s degree in Finance, Commerce, or related field preferred.
• Prior experience in back-office operations, wealth management, or financial services preferred.
• Basic knowledge of mutual funds, PMS, stock market transactions, and taxation.
• Excellent communication and client-handling skills to interact professionally with clients and internal teams.
• Proficiency in MS Office applications, particularly Excel and Word.