Portfolio Services Manager

Job Description – Relationship Manager (RM) Operations

Position : Relationship Manager – Operations

Department : Operations / Client Relationship & Retention (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

• Manage client portfolios with a strong understanding of the security market, investment banking, insurance, and economic trends.
• Sound knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, bonds, and insurance products.
• Execute investment orders, handle policy issuance, renewals, claims, and other operational requirements.
• Conduct periodic client portfolio reviews, risk analysis, and financial planning discussions.
• Prepare and present comprehensive financial and investment proposals, reports, and presentations.
• Maintain accurate CRM / MIS reports for investments, insurance policies, renewals, and client activities.
• Proactively identify cross-selling and upselling opportunities across investment and insurance offerings.
• Resolve client queries, escalations, and grievances with professionalism and efficiency.
• Collaborate with sales, research, and product teams to deliver holistic financial solutions.
• Train and mentor Associate Relationship Executives (AREs) on client servicing and operational processes.
• Ensure process compliance, documentation accuracy, and adherence to regulatory standards.
• Build and strengthen long-term client relationships based on trust, service, and results.

Skills Required

Qualifications