Associate Relationship Executive

Associate Relationship Executive (ARE)

Position: Associate Relationship Executive

Department: Operations / CRR

Location: Raipur (Client First Wealth Management HQ)

Employment Type: Full-time

About Client First Wealth Management

Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.

Key Responsibilities

Strong understanding of the security market, investment banking, and the economy.

Good knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, and insurance products.

Familiarity with KYC process will be an added advantage.

Build and nurture long-term client relationships with excellent communication, trust, and professionalism.

Understand client’s financial goals to help them create wealth, handing & serving portfolios.

Prepare financial proposals, audit reports, and presentations for clients.

Execute investment orders, insurance operations, and other operational tasks.

Maintain MIS reports (CRM) for sales operations, new business, and renewals.

Proactively identify cross-selling and upselling opportunities.

Resolve client queries and complaints quickly and effectively.

Approach potential customers to establish strong and profitable relationships.

Ensure documentation, data entry, and verification of accurate client information.

Ensure process compliance, discipline, and timely delivery of work.

Skills Required

Prior experience in the Market & Equity domain preferred.

Strong financial and analytical skills.

Excellent communication (written, verbal, and presentation) skills.

Proficiency in Google Sheets, Excel formulas, and PowerPoint presentations.

Self-motivated, proactive, and a team player with a “never give up” attitude.

Passion for wealth creation for clients and alignment with company vision.

Ability to work under pressure with dedication and discipline.

Strong references for company growth.

Qualifications

0–2 years of relevant experience.

Graduate / Postgraduate with a good academic record.

NISM 10A, NISM 12, or NISM V certification will be an added advantage.