Position Backend Operations Mutual Fund Department Operations Client Relationship Retention CRR Location Raipur Client First Wealth Management HQ Employment Type Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security growth and prosperity With a client-first approach we provide customized investment and insurance solutions backed by trust expertise and long-term relationships Key Responsibilities Manage client portfolios with a strong understanding of the security market investment banking insurance and economic trends Sound knowledge of Mutual Funds PMS AIF stocks derivatives bonds and insurance products Execute investment orders handle policy issuance renewals claims and other operational requirements Conduct periodic client portfolio reviews risk analysis and financial planning discussions Prepare and present comprehensive financial and investment proposals reports and presentations Maintain accurate CRM MIS reports for investments insurance policies renewals and client activities Proactively identify cross-selling and upselling opportunities across investment and insurance offerings Resolve client queries escalations and grievances with professionalism and efficiency Collaborate with sales research and product teams to deliver holistic financial solutions Train and mentor Associate Relationship Executives AREs on client servicing and operational processes Ensure process compliance documentation accuracy and adherence to regulatory standards Build and strengthen long-term client relationships based on trust service and results Skills Required Proven experience in Wealth Management Operations Client Relationship roles Strong financial and analytical skills with working knowledge of investment and insurance products Excellent communication written verbal and presentation skills Proficiency in CRM tools Google Sheets Excel formulas and PowerPoint presentations Leadership qualities with the ability to manage a team and client escalations High levels of self-motivation discipline and a client-first mindset Ability to work under pressure and consistently deliver results Strong networking skills and professional references in the finance domain Qualifications 0-2 years of relevant experience in Wealth Management Operations Client Relationship Management Graduate Postgraduate with specialization in Finance Commerce or related fields NISM certifications 10A 12 or V and IRDAI certification will be an added advantage Job Types Full time Fresher Pay 15 000 00 - 20 000 00 per month Advantages Cell phone reimbursement Commuter assistance Health insurance Life insurance Work Location In person

📌 Backend Operations (mutual Fund) (Chhattisgarh)
🏢 Client First Asia
📍 Chhattisgarh