Job Description

Company: MProfit

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Job Title: Client Relationship Management Executive (RM)

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Location: Nariman Point, Mumbai

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Company Profile:

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MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.

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Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.

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As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.

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Today, MProfit is a leader in India's wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.

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Position Overview:

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As a Relationship Manager at MProfit Software Pvt Ltd, you will play a pivotal role in nurturing and maintaining strong relationships with our clients. You will be responsible for understanding their financial needs, providing personalized support, and ensuring their

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satisfaction with our products and services. This role requires excellent communication skills, a strong understanding of financial products,



and a proactive approach to client relationship management.

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Roles and Responsibilities:

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- Build and maintain long-term relationships with clients through regular communication and engagement.
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- Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing product support.
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- Conduct product demonstrations for clients to maximize their utilization of our software suite.
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- Collaborate with internal teams to address client needs effectively and ensure timely resolution of issues.
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- Identify opportunities for upselling or cross-selling additional products and services to existing clients.
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- Stay updated on industry trends, market developments, and regulatory changes to provide informed advice to clients.
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- Prepare and deliver regular reports on client interactions, feedback, and satisfaction levels to management.
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Qualifications:

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- Bachelor's degree in Finance, Business Administration, or relatedfield. (Master's degree preferred)
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- Proven experience in client relationship management or sales within the financial services industry.
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- Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
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- Solid understanding of financial products, investment strategies, and portfolio management principles.
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- Proficiency in using financial software and tools for portfolio analysis and management.
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- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
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📌 Client Relationship Management Executive (Mumbai)
🏢 MProfit
📍 Mumbai