Client Relationship Manager (6 - 12 yrs.)
Hire Creative Indians
Contact Person : Hr Manager
Email : hire@creativeindians.com
Experience :
6 - 12 Years
Annual Salary (INR) :
0 (Min) - 0 (Max)
Job Location :
Pune, Maharashtra - , India
Language Required :
Industry :
Advertising & PR
Creative Areas :
Creative, Branding, Coporate Communication
Skill :
Investor Relations, Internal Communications, Crisis Communications, Corporate Social Responsibility
Tool :
Role :
Client Servicing
Job Type :
Full Time,Part Time,Permanent,Freelance
Total Vacancies :
Job Description :
Initiate and conduct client onboarding, review meetings, and financial consultations
Independently prepare and present comprehensive financial and investment plans using in-house tools
Perform risk profiling and align investment strategies with client goals and risk appetite
Recommend and implement suitable mutual fund and insurance products
Monitor client portfolios, suggest rebalancing strategies, and ensure goal alignment
Address client queries and resolve discrepancies in planning or execution
Upsell and cross-sell financial products based on evolving client needs
Generate leads via referral, education, and digital marketing channels
Drive sales conversions through structured meetings, proposals, and negotiations
Maintain detailed client records including meeting minutes and action plans
Support business development initiatives and contribute to strategic planning
Lead and mentor team members; coordinate with operations for seamless execution
Candidate Profile :
UG: B.Com in Commerce, Business Management, Finance, Banking and Insurance, Finance And Taxation, Banking And Finance, Financial Markets, Certified Financial Planner in Any Specialization
PG: MBA/PGDM in Finance, Marketing, M.Com in Any Specialization
Company Profile :
Hire Creative Indians
, New Delhi , Delhi / NCR
Contact Person : Hr Manager
Mobile No. : 000000000000
Phone No. : 0000000000
Email : hire@creativeindians.com
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