Associate Relationship Executive (ARE)

Job Description – 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

Qualifications

Skills Required

kyc process, Mutual Funds, Upselling, Documentation, google sheets , Audit Reports, Insurance Operations, Stocks, Presentations, Derivatives, Pms, Mis Reports, Verification, Data Entry, Crm, Aif