We are looking for a motivated, people-oriented Client Relationship Associate to join our growing team. This is a dual-responsibility role:

▌Qualification
Bachelor’s Degree (Finance/Commerce preferred).

NISM VA Certification (preferred or willing to complete within joining

Min.1 Year experience in Mutual Fund Industry

▌ Candidates Profile

1. Understanding of mutual fund types, asset allocation, SIP/STP/SWP flows.

2. Ability to explain portfolio performance and goal tracking to clients in straightforward terms.

3. Excellent verbal communication skills for meetings and calls.

4. Understanding of KYC basics, risk profiling, and client data privacy norms.

5. Ability to work closely with operations for transaction execution and client servicing requests.

6. Client-first mindset, proactive service attitude, and ability to build long-term client trust.

▌ Responsibility

What You Will Do

Client Servicing

Manage day-to-day relationships with C and Z segment clients. Handle queries, SIP servicing, insurance follow-ups, monthly touchpoints and Zoho CRM updates.

Outbound Prospecting

Call prospective clients from our database to introduce and explain Shah Financial's offerings — primarily Health Insurance, Term Insurance and SIP-based Mutual Fund investing.

This is a ground-floor opportunity.



The right person will grow into managing a larger client book and, over time, into a senior advisory role.

▌ Key Responsibilities

- Make outbound calls to prospective clients to introduce Health Insurance, Term Insurance and SIP products — explain clearly, build interest and fix appointments for Prakash Shah.
- Manage existing C and Z segment client relationships — monthly touchpoints, query resolution and SIP servicing.
- Handle client queries via WhatsApp, phone and email within defined turnaround times.
- Coordinate SIP transactions — new SIPs, pause requests, renewals — as per firm SOPs.
- Follow up on insurance renewals and ensure no policy lapses due to missed premiums.
- Update every client interaction accurately in Zoho CRM on the same day.
- Assist with client onboarding — KYC coordination, platform registration, welcome communication.
- Generate leads through referrals from existing clients and warm network outreach.
- Represent Shah Financial's brand with professionalism, warmth and integrity in every interaction.

Owns a smartphone. Comfortable making 20 to 30 outbound calls per day.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

- Cell phone reimbursement
- Commuter assistance

Work Location: In person

📌 Client Relationship Associate (India)
🏢 Shah Financial
📍 India