: Client Relationship Manager

[Fixed Salary + Incentive]

- Acquire recent clients through networking, referrals, and business development activities.
- Build and maintain long-term relationships with clients by understanding their financial goals and investment needs.
- Drive growth in Assets Under Management (AUM) by sourcing fresh investments from new and existing clients.
- Increase the assigned Systematic Investment Plan (SIP) book through regular client engagement and portfolio reviews.
- Cross-sell investment and wealth management products based on client requirements and risk profiles.
- Identify opportunities to deepen existing client relationships and expand the active investment portfolio.
- Provide timely investment guidance and ensure clients are informed about relevant market opportunities and financial products.




- Deliver exceptional customer service through proactive communication, regular follow-ups, and prompt issue resolution
- Maintain accurate client records and ensure all transactions comply with SEBI regulations and internal compliance policies.
- Coordinate with internal teams to ensure seamless onboarding, execution of transactions, and client servicing.
- Stay updated on financial markets, investment products, and industry trends to provide value-added client support.
- Represent the organization professionally and contribute to strengthening the firm's brand and client trust.

📌 Client Relationship Manager (Vadodara)
🏢 PrimeIdea Ventures
📍 Vadodara