Relationship Manager (RM) Operations

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

Proven experience in Wealth Management / Operations / Client Relationship roles.

Strong financial and analytical skills with working knowledge of investment and insurance products.

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

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

Leadership qualities with the ability to manage a team and client escalations.

High levels of self-motivation, discipline, and a client-first mindset.

Ability to work under pressure and consistently deliver results.

Strong networking skills and professional references in the finance domain.

Qualifications

0–2 years of relevant experience in Wealth Management / Operations / Client Relationship Management.

Graduate / Postgraduate with specialization in Finance, Commerce, or related fields.

NISM certifications (10A, 12, or V) and IRDAI certification will be an added advantage.