Working Days & Hours: Monday to Saturday | 9:00 AM – 6:00 PM
About the Company
We are a financial planning & wealth management firm focused on building long-term client relationships through disciplined investing, structured financial planning, and consistent client engagement. Our approach emphasizes trust, clarity, and value creation over the long term.
Role Summary
The Client Servicing Manager will be responsible for managing client relationships, handling incoming leads, maintaining regular client engagement, and identifying opportunities for cross-selling and up-selling financial products. This role requires strong communication skills, ownership, and a proactive approach toward client servicing.
Key Responsibilities
Handle and respond to incoming leads in a timely and professional manner
Follow up with new and existing clients regularly
Maintain consistent communication and long-term relationships with clients
Reconnect and activate old/inactive clients
Identify opportunities for cross-selling and up-selling suitable financial products
Ensure smooth coordination between clients and internal teams
Maintain proper records of client interactions and follow-ups
Provide timely updates, information, and support to clients
Required Skills & Qualities
Solid verbal and written communication skills
Ownership mindset with accountability for assigned tasks
Ability to build trust and rapport with clients
Quick learner with adaptability to products and processes
Organized approach to follow-ups and client management
Eligibility & Experience
1–3 years of relevant industry experience
Prior experience in financial services / wealth management preferred
Graduate in any discipline (Finance background is an advantage)
What We Offer
Exposure to financial planning and wealth management practices
Performance-based incentives and bonuses
Transparent growth and promotion opportunities for consistent performers
Learning and development support
Leadership grooming over time
Professional, performance-driven, and supportive work culture
Growth opportunities Path
High performers can grow into Senior Client Servicing, Relationship Manager, or Team Lead roles based on performance and leadership capability.