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 robust 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
Solid 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