Job Summary

We are looking for a proactive and customer-focused Client Relation Executive to support client servicing and wealth management operations. The ideal candidate should have a strong interest in financial products, excellent communication skills, and the ability to manage client relationships, investment documentation, and operational activities efficiently.

Key Responsibilities

- Prepare and share client proposals, presentations, and Minutes of Meeting (MoM).
- Maintain and update client financial details, investment goals, follow-ups, and reminders.
- Generate MIS reports and prepare monthly business presentations.
- Research mutual funds, insurance, bonds, PMS, and other investment products.
- Coordinate with clients for KYC, account opening, SIP registrations, and investment execution.
- Conduct tele-calling for SIP reminders, follow-ups, onboarding, webinars, and client support.
- Maintain accurate client records, documentation, and transaction tracking.
- Work closely with the Operations and Back Office teams to ensure timely execution of client requests.
- Assist in portfolio reviews, investment research, and market analysis.
- Learn and apply financial planning concepts such as Time Value of Money (TVM) and goal-based financial planning.
- Utilize financial platforms such as NJ Wealth,



Bond Bazaar, CRM, and other investment software.
- Support process improvements and adoption of digital tools to enhance operational efficiency.
- Perform additional client servicing and operational responsibilities as assigned.

Required Skills

- Strong understanding of mutual funds and financial products.
- Excellent communication and client relationship management skills.
- Proficiency in MS Excel, Word, PowerPoint, and Google Workspace.
- Familiarity with NJ Partnerdesk or similar mutual fund transaction platforms.
- Knowledge of CRM systems and financial software.
- Ability to use AI tools and digital platforms for documentation and reporting.
- Robust analytical, organizational, and problem-solving skills.

Preferred Candidate Profile

- 1- 2 years of experience in Wealth Management, Mutual Fund Distribution, Financial Services, or Client Servicing.
- Graduate in Commerce, Finance, Business Administration, or a related discipline.
- NISM Series V-A (Mutual Fund Distributor) certification preferred.
- CFP or other financial planning certifications will be an added advantage.
- Passion for investments, wealth management, and client relationship management.

📌 Client Relationship Executive (Maharashtra)
🏢 Aspire Financial Services
📍 Maharashtra