GCIC Finserve is a SEBI/AMFI-registered Mutual Fund Distributor (ARN-272705) based in New Delhi, with over three decades of experience in financial services. We work with families and professionals across India to help them plan, build, and protect their wealth through disciplined, long-term investing.
About the Role
We are looking for a Client relationship executive to manage and grow our existing client relationships while identifying opportunities to expand within our current client base. This is a relationship-first role — you will be the primary point of contact for a portfolio of clients, ensuring their investments are reviewed regularly, their queries are handled promptly, and their experience with GCIC is consistently excellent.
What You Will Do
- Manage a portfolio of existing clients through regular calls, follow-ups, and portfolio review meetings
- Identify opportunities to deepen relationships — additional SIPs,
new financial goals, referrals
- Maintain accurate and up-to-date client records in the CRM system
- Coordinate with the Operations team to ensure smooth onboarding and servicing
- Follow up on lapsed SIPs, expiring mandates, and pending documentation
- Achieve monthly and quarterly client retention and expansion targets
What We Are Looking For
- 2-3 years of experience in sales, client servicing, or relationship management — financial services preferred.
- Strong communication skills
- Comfortable with CRM tools and basic Excel
- NISM Series V-A certification preferred; willingness to obtain within 30 days is acceptable
- Genuine interest in financial services and long-term client relationships
- High ownership, consistent follow-through, and a consultative approach to selling
What We Offer
- Fixed monthly salary: Rs. 35,000 – Rs. 40,000 depending on experience
- Performance incentives tied to c