Job Description Company: MProfit
n Job Title: Client Relationship Management Executive (RM)
n Location: Nariman Point, Mumbai
n Company Profile:
n MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.
n Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.
n As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.
n Today, MProfit is a leader in India's wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our agile team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.
n Position Overview:
n As a Relationship Manager at MProfit Software Pvt Ltd, you will play a pivotal role in nurturing and maintaining strong relationships with our clients. You will be responsible for understanding their financial needs, providing personalized support, and ensuring their
n satisfaction with our products and services. This role requires excellent communication skills, a strong understanding of financial products,



and a proactive approach to client relationship management.
n Roles and Responsibilities:
n n Build and maintain long-term relationships with clients through regular communication and engagement.
n Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing product support.
n Conduct product demonstrations for clients to maximize their utilization of our software suite.
n Collaborate with internal teams to address client needs effectively and ensure timely resolution of issues.
n Identify opportunities for upselling or cross-selling additional products and services to existing clients.
n Stay updated on industry trends, market developments, and regulatory changes to provide informed advice to clients.
n Prepare and deliver regular reports on client interactions, feedback, and satisfaction levels to management.
n n Qualifications:
n n Bachelor's degree in Finance, Business Administration, or relatedfield. (Master's degree preferred)
n Proven experience in client relationship management or sales within the financial services industry.
n Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
n Strong understanding of financial products, investment strategies, and portfolio management principles.
n Proficiency in using financial software and tools for portfolio analysis and management.
n Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
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📌 Client Relationship Management Executive (Raigarh)
🏢 MProfit
📍 Raigarh