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

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.