Job Title: Client Relationship Manager

Location: Pune

Experience: 5+ years

Industry: Financial Services / Wealth Management

About the opportunity

Godel Consulting is mandated to hire a Client Relationship Manager for an established financial services firm.

We are looking for a client-focused professional who can build long-term relationships, acquire current clients and support portfolio reviews. The role combines business development, client servicing and coordination of day-to-day client operations.

Key responsibilities

- Identify prospective clients, generate leads and convert opportunities into new business.
- Build and maintain strong relationships with existing clients.
- Understand clients financial objectives, investment requirements and risk appetite.
- Support client profiling and risk assessment in coordination with senior team members.
- Review client portfolios and support senior colleagues with analysis and recommendations.
- Communicate relevant portfolio updates and respond to client queries.
- Manage account opening, onboarding, offboarding, documentation and transaction processing.
- Maintain accurate client records and ensure timely execution and compliance with internal processes.




- Resolve client concerns professionally and coordinate with internal teams.
- Prepare MIS and reports covering sales, client acquisition, portfolio status and operational performance.
- Contribute to improvements in client experience and operational efficiency.

Required experience and skills:
- At least 5 years of experience in client relationship management, wealth management, financial services or a related field.
- Good understanding of financial markets, investment products and client risk profiling.
- Strong relationship-building, business development and client servicing skills.
- Excellent verbal and written communication skills in English and Marathi.
- Proficiency in MS Excel, MIS reporting and CRM tools.
- Strong analytical, research and problem-solving abilities.
- Accuracy in documentation and transaction processing.
- Ability to manage multiple client requirements and work closely with senior colleagues.

Preferred experience:
- Experience with Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) or wealth management.
- Experience managing a small team.

📌 Client Relationship Manager (Pune)
🏢 Godel Consulting
📍 Pune