Job Type: Full-time
Experience: 1–4 years preferred
Location: Haldwani
Salary: 20,000-22,000

Job Summary

We are looking for a confident, well-spoken, and professional Client Relationship Manager to manage relationships with our high-value and investment clients.

The candidate will be responsible for communicating directly with important clients, understanding their requirements, providing timely assistance, maintaining strong professional relationships, and ensuring a smooth overall client experience.

This role requires excellent communication and interpersonal skills, a professional personality, strong follow-up abilities, and the ability to handle confidential client information responsibly.

Key Responsibilities

- Communicate directly with high-value and investment clients through phone calls, meetings, email, and other communication channels.
- Build and maintain strong, long-term relationships with clients.
- Understand client requirements and coordinate internally to ensure timely resolution.
- Provide regular follow-ups and updates to clients.
- Handle client queries, concerns, and requests professionally and efficiently.
- Maintain accurate and updated records of client information, communications, documents, and transactions.
- Ensure confidentiality and proper handling of sensitive client data.
- Coordinate with internal teams regarding client requirements and service delivery.
- Monitor important client activities, follow-ups, and commitments.
- Maintain a professional and positive approach while dealing with demanding or high-profile clients.
- Prepare basic client reports and maintain organized client databases.
- Identify opportunities to improve client satisfaction and strengthen relationships.
- Ensure all client communication is professional, clear, polite, and solution-oriented.

Requirements

- Excellent verbal and written communication skills.




- Strong interpersonal and relationship-management skills.
- Confident and professional personality.
- Good English communication skills; additional languages are an advantage.
- Ability to communicate comfortably with high-value/high-investment clients.
- Strong follow-up and organizational skills.
- Good knowledge of MS Office/Google Workspace and client-management software.
- Ability to maintain accurate records and handle confidential information.
- Positive problem-solving and decision-making abilities.
- Ability to work under pressure and manage multiple clients simultaneously.
- Prior experience in client relationship management, banking, finance, investment, insurance, hospitality, premium customer service, or a similar client-facing role will be preferred.

Ideal Candidate

We are looking for someone who is:

- Well-spoken and articulate
- Polite, confident, and professional
- Comfortable speaking with senior/high-value clients
- Excellent at building trust and maintaining relationships
- Highly organized and detail-oriented
- Responsible with confidential client information
- Proactive with follow-ups
- Patient and solution-oriented
- Presentable and professional in meetings and calls

Key Skills

Client Relationship Management | Communication Skills | Customer Handling | NISM certified | Investment Client Management | Relationship Building | Follow-up | Data Management | MS Excel | CRM | Problem Solving | Professional Communication

Why Join Us?

- Opportunity to work directly with high-value clients
- Professional and growth-oriented work environment
- Opportunity to develop expertise in client relationship and investment services
- Career growth opportunities based on performance

To Apply: Please share your updated CV along with your current/expected salary and notice period.
Call/WhatsApp: +91-XXXXXXXXXX

Pay: ₹20,000.00 - ₹22,000.00 per month

Work Location: In person

📌 Client Relationship Manager – High-Value Clients (Haldwani)
🏢 Fintegic Investments
📍 Haldwani