Department: Client Servicing / Wealth Management

Location: Haldwani (Bareilly Road)

Experience: 1–4 years

Employment Type: Full-time

Industry: Investment / Wealth Management

About the Role

We are looking for a proactive and client-focused Client Relationship Executive to manage and service our existing/recent client base. The person will be responsible for maintaining regular communication with clients, understanding and resolving their queries, coordinating with internal teams, and ensuring a smooth overall client experience.

The ideal candidate should have good communication skills, strong follow-up abilities, attention to detail, and an understanding of financial products such as Mutual Funds, PMS, AIFs, Stocks and other investment products.

Key Responsibilities

1. Client Relationship Management

- Act as the primary point of contact for existing clients.
- Maintain regular communication and build strong, long-term client relationships.
- Understand client requirements and ensure timely support.
- Conduct regular follow-ups with clients regarding pending requirements, transactions and documentation.

2. Query & Issue Resolution

- Receive and understand client queries related to investments, transactions, documentation, statements, onboarding, etc.
- Coordinate with Operations, Sales, RM, AMC and other relevant teams to resolve client issues.
- Track open queries until resolution and keep clients updated.
- Ensure timely closure of client complaints and service requests.

3. Client Follow-ups

- Follow up with clients for pending documents, forms, signatures, payments and other requirements.
- Maintain a proper record of all client interactions and pending activities.
- Ensure no client request or follow-up is missed.

4. Coordination

- Coordinate closely with internal teams such as Sales, Operations, Onboarding and Compliance.
- Follow up internally for pending client-related tasks.




- Ensure smooth execution of client requirements from initiation to closure.

5. Client Records & MIS

- Maintain accurate client information and interaction records.
- Update client data, follow-up status and pending activities in CRM/Google Sheets/internal systems.
- Prepare regular reports on pending client requests, follow-ups and resolutions.

Required Skills
- Excellent verbal and written communication skills (mandatory)
- Strong follow-up and coordination skills.
- Good interpersonal and relationship-management skills.
- Basic understanding of investment and financial products.
- Good knowledge of MS Excel / Google Sheets.
- Ability to manage multiple clients and tasks simultaneously.
- Strong attention to detail.
- Professional and polite approach while dealing with clients.
- Ability to take ownership and ensure tasks are closed within timelines.

Preferred Candidate Profile
- Graduate in any discipline; (finance/commerce background preferred)
- 1–4 years of experience in wealth management, mutual funds, PMS, AIF, broking, banking, financial services or client servicing.
- Candidates with experience handling an existing client portfolio will be preferred.
- Should be comfortable making regular client calls and follow-ups.
- Should have a service-oriented mindset rather than being purely sales-focused.

Key Performance Indicators (KPIs)
- Timely resolution of client queries.
- Follow-up completion rate.
- Number of pending requests successfully closed.
- Client response and satisfaction.
- Accuracy of client records.
- Turnaround time for client requests.
- Quality and consistency of client communication.

Important Qualities We are looking for someone who is : Responsible, Proactive, Patient, Well-spoken, Organized, Good at Follow-ups, Client-focused, Detail-oriented

Pay: ₹15,000.00 - ₹18,000.00 per month

Willingness to travel

- 50% (Required)

Work Location: In person

📌 Client Relationship Executive – Wealth Management (Haldwani)
🏢 Fintegic Investments
📍 Haldwani