Job Description
Client Relations Executive (Relationship Manager RM)
ABOUT THE ROLE
The Client Relations Executive (Relationship Manager RM) is responsible for managing the
complete lifecycle of a Lead and Client Relationship at Freedom LifeX. The role includes Lead
Conversion, Client Onboarding, Review Management, Transaction Coordination, Client Servicing,
Relationship Building, and creating a seamless and memorable client experience.
The RM acts as a bridge between the client and the organization by ensuring timely communication,
systematic execution, operational accuracy, and long-term relationship management.
Key Roles & Responsibilities
1. LEAD MANAGEMENT & CLIENT ACQUISITION
(Objective: Convert Leads into Clients)
The Client Relations Executive shall:

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Conduct warm-up calls for current leads.
Understand the lead profile, financial background, and requirements.
Send gratitude emails/messages to the referrer.
Coordinate BIS (Basic Information Sheet) send and receive process.
Plan and conduct first meetings with leads.
Prepare Freedom Blueprint (L1L6) based on client profiling and inputs.
Conduct subsequent meetings and follow-ups with leads.
Conduct ISEQ process with leads/clients and explain the onboarding journey.
Prepare and communicate execution plans and MOMs.
Explain investment allocation, disclaimers, disclosures, and process flow to clients.
Coordinate and execute complete client onboarding.
Facilitate onboarding on investment, insurance, and operational platforms.
Activate client access/view rights and provide platform demonstrations wherever required.
Categorize clients as per internal client classification systems.
Email: [email protected]

2. TRANSACTION & EXECUTION MANAGEMENT
(Objective: Smooth and Accurate Execution of Client Transactions)
The Client Relations Executive shall:
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Execute investment transactions as per approved execution plans.
Execute insurance transactions and related documentation.
Track and monitor transaction status until completion.
Execute portfolio rebalancing activities for individual clients wherever required.




Coordinate with Ops team for insurance claim settlement support and documentation.
Ensure timely completion of execution-related activities and follow-ups.
3. REVIEW MANAGEMENT SYSTEM
(Objectives: Revenue Generation, Client Retention, Client Upgradation & Relationship Strengthening)
The Client Relations Executive shall:
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Plan review meetings with existing clients as per the Review Calendar.
Prepare review meeting sheets and analysis documents.
Prepare review meeting agendas.
Conduct internal review discussions with management/team.
Conduct review meetings with clients.
Carry out follow-up meetings post review discussions.
Prepare and send MOMs (Minutes of Meeting) and action plans.
Execute action items derived from review meetings thru DST & DBT.
Ensure annual renewal of ISEQ documentation.
Coordinate with Ops team to generate and communicate various client reports including:
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Valuation Reports
Maturity Reports
Capital Gain Reports
Other periodic investment reports
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Collect client feedback, comments, and testimonials.
Upgrade clients to higher engagement levels wherever applicable.
Support transformation of clients into long-term FIDA clients.
To ensure to get references and Update LMS in case of references received from clients.
Email: [email protected]

4. CLIENT RELATIONSHIP & QUERY MANAGEMENT
(Objective: Create a WOW Experience for Clients)
The Client Relations Executive shall:
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Handle client queries promptly and professionally.
Resolve client complaints and service issues effectively.
Handle client breakdowns/escalations with sensitivity and ownership.
Maintain proactive communication with clients.




Send birthday and anniversary wishes to clients.
Build long-term relationships through continuous engagement and follow-ups.
Ensure high standards of client satisfaction and retention.
5. DATABASE, DOCUMENTATION & BACK-END MANAGEMENT
The Client Relations Executive shall:
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Update and maintain DBT, DST, and DJT records accurately.
Update and maintain DLT records.
Maintain and update Family Mapping.
Update client goals and investment mapping on operational platforms.
Maintain Review Calendar and ARC (Annual Review Calendar).
Maintain proper documentation and digital records of all meetings, communications, and
transactions.
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Update and maintain backend master records and operational trackers.
Ensure accuracy, confidentiality, and completeness of client data.
Update and maintain Client Profile Data
Email: [email protected]

6. LEARNING, DEVELOPMENT & GENERAL RESPONSIBILITIES
The Client Relations Executive shall:
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Prepare Annual Goal Plans covering business and career growth.
Continuously improve skills through learning and development initiatives.
Prepare and update concept presentations.
Prepare, improve, and maintain operational tools, templates, and communication formats.
Coordinate with Operations team for seamless execution and servicing.
Adhere to company policies, compliance requirements, and operational standards.
Extend similar RM support and servicing standards for FBP clients wherever applicable.
Key Skills & Competencies
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Strong communication and interpersonal skills.
Relationship management and client servicing orientation.
Coordination and follow-up discipline.
Problem-solving and complaint-handling skills.
Documentation and operational accuracy.
Time management and multitasking capability.
Professional presentation and communication skills.
Basic understanding of investments, insurance, and financial advisory processes.
Proficiency in MS Office, CRM systems, and operational platforms.
Email: [email protected]

📌 Client Relationship Executive (Pune)
🏢 Finowise Freedom
📍 Pune