Client Relationship Executive - Wealth Management

About the Company

Ambition Finserve Pvt. Ltd. is a specialist wealth management firm dedicated to providing goal-driven financial solutions tailored to individuals and families. The company utilizes a client-centric and transparent approach anchored by strict compliance standards to guide clients toward long-term financial objectives. Their offerings include a diverse range of investment products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Bonds & Fixed Income products, and Insurance Solutions. By integrating financial expertise and technology, Ambition Finserve strives to deliver an exceptional client experience.

Job Responsibilities

• Manage and nurture client relationships to ensure top-tier service and satisfaction.
• Support wealth advisory functions and assist in portfolio planning using various investment products.
• Clarify portfolio performance and financial concepts to clients in accessible language.
• Drive client acquisition through networking, referrals, and proactive outreach.
• Collaborate with operations teams to ensure seamless execution of investment transactions and service requests.
• Adhere to compliance requirements including KYC verification, risk profiling, and protection of client data.
• Monitor client investments and provide assistance in goal-based financial planning.
• Keep abreast of market developments and new financial products.
• Deliver proactive service aimed at building long-term trust with clients.

Candidate Profile

• Understanding of investment vehicles including Mutual Funds, PMS, AIF, and Insurance products, along with asset allocation and systematic investment plans (SIP/STP/SWP).
• Strong verbal and written communication skills suitable for client interactions via calls and meetings.
• Familiarity with KYC procedures, risk assessment, and compliance frameworks.
• Capability to coordinate with internal departments for client onboarding and ongoing servicing.
• A client-centered mindset with excellent relationship management abilities.
• Readiness to work in a performance-driven atmosphere focused on targets.

Education & Experience

• Bachelor’s degree, preferably in Finance or Commerce.
• NISM VA certification is preferred or a willingness to acquire it.
• Certification such as CFP or QPFP is advantageous.
• At least 12 months of experience in Mutual Funds, Financial Services, Banking, Insurance, or NBFC sectors.

Job Duties

• Source and secure new clients using referrals, networking techniques, and outbound marketing efforts.
• Assess clients’ financial goals and recommend fitting investment or insurance products.
• Maintain fulfilling, long-lasting client relationships ensuring satisfaction.
• Coordinate onboarding processes and servicing requirements with internal teams.
• Meet or exceed set monthly and quarterly targets.
• Stay informed about the financial market and offerings such as Mutual Funds, Insurance, PMS, and AIF.

Compensation and Benefits

• Competitive fixed monthly salary between 20,000 and 40,000 INR, accompanied by appealing incentive schemes.
• Valuable learning opportunities in the wealth management sector.
• Prospects for career advancement within advisory roles.
• A supportive work culture that fosters professional growth.
• Additional benefits aligned with company policies, including Provident Fund, Employee State Insurance, Group Insurance, and Employee Stock Ownership Plans.