Job Title: Relationship Management Executive

Location: Mumbai

Job Type: Full-Time

About Stallion Asset

Stallion Asset Private Limited is a fast-growing, SEBI-registered Portfolio Management Services (PMS) firm with assets under management of over 8,000 Crore and a client base of 6,000+ investors. Stallion serves HNIs, UHNIs, family offices, and institutional investors across India. We are looking for a Client Relationship Executive to drive client acquisition and AUM growth across our PMS, AIF, and wealth management offerings. The ideal candidate will have a strong sales mindset, experience working with HNI/UHNI clients, and a proven track record of generating business in the financial services industry.

Key Responsibilities:

1) Client Relationship Management

- Serve as a key point of contact for prospective and existing clients.
- Build and maintain strong relationships with clients through regular engagement and communication.
- Understand client investment objectives, financial goals, and risk appetite.
- Address client queries and coordinate with internal teams to ensure a seamless client experience.
- Maintain detailed records of client interactions and relationship updates.
- Build and manage relationships with distributors, advisors, wealth partners, and referral channels to drive business growth and enhance client engagement.

2)



Sales & Conversion

- Engage with inbound and company-generated leads and guide them through the investment journey.
- Conduct meetings and presentations for prospective investors.
- Explain PMS, AIF and other investment offerings to clients.
- Convert qualified prospects into investors and contribute to AUM growth.
- Identify opportunities for additional investments within the existing client base.

3) Coordination & Reporting

- Coordinate with Operations, Compliance, and Investment teams for smooth onboarding and execution.
- Ensure timely completion of client documentation and onboarding requirements.
- Update CRM systems and maintain accurate sales and client records.
- Track pipeline, conversions, and client engagement activities.

Qualifications & Skills

- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field.
- 2-3 years of experience in PMS, AIF, Mutual Fund, Wealth Management, Broking, or Financial Product Sales.
- Solid relationship management and client-facing skills.
- Good understanding of capital markets and investment products.
- Excellent communication and presentation abilities.
- Self-driven, organized, and comfortable interacting with HNI and UHNI clients.

📌 Client Relationship Executive (Maharashtra)
🏢 Stallion Asset
📍 Maharashtra