Sahayak Associates is a comprehensive wealth management and financial planning firm focused on helping clients achieve their individual financial goals. The firm provides goal-linked financial planning, investment advisory, tax optimization, retirement planning, insurance solutions, children’s education plans, and estate planning including will-writing services. Its approach covers evaluation of a client’s current financial situation, risk profiling, asset allocation strategy, and regular portfolio reviews with course corrections as needed.

Sahayak

Associates aims to move clients away from piecemeal, ad-hoc investing toward disciplined, goal-based strategies that optimize risk and return. Guided by the motto “You can have everything you want in your life, if you will help other people get what they want,” the firm emphasizes client-centric advice and long-term relationships.

Role Description The Client Relationship Executive is a full-time, on-site role based in Chandigarh, responsible for managing and strengthening relationships with existing and prospective clients.

Day-to-day responsibilities include understanding client financial needs and goals, coordinating with internal teams to provide tailored wealth management solutions, and supporting clients through the onboarding and review processes.

The role involves scheduling and conducting client meetings,



maintaining accurate records of interactions, preparing basic reports and presentations, and following up on service requests in a timely manner.

The Client Relationship Executive will also assist in explaining investment, insurance, and planning offerings, handle client queries professionally, and help ensure high levels of client satisfaction and retention.

Qualifications

- should possess robust Business Relationship Management and Account Management skills to oversee client portfolios and service delivery.
- should possess solid Client Relations and Relationship Building skills to establish trust, maintain long-term partnerships, and support client engagement.
- Should possess excellent Communication skills, including clear verbal and written communication, active listening, and the ability to present financial concepts in a simple manner.
- should ideally have knowledge of financial products and services (investments, insurance, retirement planning) and an interest in wealth management.
- should have strong organizational and time-management abilities, comfort with basic office software/CRM tools, and a proactive, service-oriented mindset.
- A bachelor’s degree in finance, commerce, business, economics, or a related field is preferred; prior experience in financial services or client-facing roles will be an advantage.

📌 Client Relationship Executive (Chandigarh)
🏢 Sahayak Associates
📍 Chandigarh