Department: Client Relationship & Retention (CRR) Location: Raipur, Chhattisgarh
Company: Client First Wealth Management Pvt. Ltd.

About Client First Wealth Management
Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a robust client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.

Key Responsibilities
Execute equity trades, stock market orders, and investment transactions efficiently via Terminal.
Monitor live market movements, client portfolios, and trading positions.
Generate and identify potential client leads through networking, market outreach, and database engagement.
Actively connect with leads and prospective clients to pitch suitable investment strategies, stock ideas, and customized wealth solutions.
Expand existing client accounts by identifying upselling and cross-selling opportunities across Mutual Funds, PMS, AIF, and Insurance.
Support clients with equity dealing, portfolio servicing, performance reviews, and statement queries.
Prepare financial proposals, portfolio reports, and market updates for client presentations.
Coordinate with brokers, RMs,



and internal teams for smooth trade settlements, documentation, and compliance.
Drive business target achievement by acquiring new client relationships and growing Assets Under Management (AUM).
Maintain accurate MIS reports, CRM updates, transaction logs, and KYC documentation.
Skills & Competencies Required
Strong knowledge of the stock market, Equities, Terminal operations, and Trading.
Sound understanding of Mutual Funds, PMS, AIF, Insurance, and broader Wealth Products.
Proven ability to generate leads, pitch investment ideas, and engage potential clients effectively.
Strong upselling, cross-selling, and client presentation skills to drive business growth.
Quick execution skills with high accuracy and an attention-to-detail orientation in live market conditions.
Excellent communication, presentation, and interpersonal skills.
Proficiency in MS Excel, Google Sheets, and PowerPoint.
Ability to work effectively in a fast-paced, target-oriented environment.
Qualifications

- Graduate / Postgraduate in Commerce, Finance, Business, or related fields.
- 1–3 years of experience in equity dealing, stock market operations, or wealth services.
- NISM Series VIII (Equity Derivatives) Certification (Preferred).

📌 Customer & Dealer Support (Raipur)
🏢 Client First Asia
📍 Raipur