Client Relationship Associate (Mumbai)

Client Relationship Associate (Mumbai)

03 Nov
|
Aurum Ventures Family Office
|
Mumbai

03 Nov

Aurum Ventures Family Office

Mumbai

I am hiring an Associate
- Client Relationship at Aurum Ventures Family Office, Mumbai.
We follow an advisory-led approach, where knowledge, thoughtful conversations and an understanding of the client’s priorities drive business growth. The mandate is clear: bring new clients to the firm and take ownership of those relationships.
• You will:Expand our reach among private clients, business families and CXOs.
• Develop prospects into lasting advisory relationships.
• Manage the client lifecycle, from the first conversation through onboarding and ongoing engagement.
• Work closely with our research and advisory team to make every client interaction informed and meaningful.
• Who I would like to meet: Professionals with 2–3 years of experience in sales and client lifecycle management.
• Robust communicators who can listen carefully, explain clearly and pursue business with discipline.




• Candidates from a commerce or business-related educational background.
• NISM Series X-A and X-B certifications completed.
• Prior experience advising or managing clients in global wealth management would be an added advantage. An entrepreneurial mindset matters to me. If you come from a business family, that experience can bring a valuable understanding of ownership, relationships and how families make financial decisions.
You will work closely with me as we build Aurum’s presence. I am looking for someone who brings the drive to win business, the curiosity to keep learning and the commitment to stay accountable to the client. To apply, send me your CV through LinkedIn, along with a brief note on why this role interests you. #Hiring #MumbaiJobs #WealthManagement #ClientRelationships

📌 Client Relationship Associate (Mumbai)
🏢 Aurum Ventures Family Office
📍 Mumbai

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