Client Relationship Manager

Hiring for Client Relationship Manager role .

Job Position - Mumbai

CTC - Upto 35 LPA

The Corporate is a modern asset management and financial advisory platform focused on transparent, cost-efficient, and unbiased financial solutions for clients across India.

The Client Relationship Manager will acquire, build, and nurture relationships with High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs) to meet their financial goals.

• Responsibilities include proactive client acquisition, converting leads, cross-selling diverse investment products like Mutual Funds and Portfolio Management Services, and meeting monthly targets.
• The role requires assessing clients’ risk profiles, optimizing portfolios for risk-reward balance, and ensuring regulatory compliance with KYC / SEBI standards.
• Key skills include deep financial expertise tailored to HNIs, strong client relationship management, regulatory knowledge, and analytical abilities for financial analysis and risk management.
• The position supports the vision of empowering clients to achieve financial aspirations within India’s journey toward self-reliance and inclusive prosperity.