Job Responsibilities

- Build and maintain strong relationships with clients
- Guide clients through the process of buying and selling unlisted, delisted, and pre-IPO shares.
- Conduct regular follow-ups with clients to ensure high satisfaction and retention.
- Maintain accurate records of client interactions, transactions, and follow-ups.
- Coordinate with internal teams to provide updated market information and timely support.
- Resolve client queries and ensure transparent communication at all stages.
- Support business development through client referrals and relationship-based networking.
- Ensure compliance with company policies, regulatory guidelines, and ethical business practices.
- Stay updated on market trends, unlisted share opportunities, and industry developments.

Required Skills

- Strong communication and interpersonal skills.
- Excellent client handling and relationship management abilities.




- Valuable organizational and time-management skills.
- Ability to build trust and maintain long-term professional relationships.
- Strong understanding of financial products and investment concepts.
- Client-centric and ethical approach toward sales and advisory.

Preferred Qualifications

- Bachelor’s degree in Finance, Commerce, Business, or related field.
- Experience in wealth management, brokerage, financial services, or investment advisory preferred.
- Knowledge of unlisted shares, pre-IPO market, and OTC transactions is an advantage.
- Relevant certifications in securities or investment advisory will be an added benefit.

Pay: ₹12,158.14 - ₹45,400.26 per month

Work Location: In person

📌 Client Relationship Manager (India)
🏢 Wealth Wisdom India
📍 India