Job Title:
Client Relationship Manager
Company: MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Location: Mumbai, Maharashtra
Created: 2025-11-09
Job Type: Full Time
Job Description:
Hiring for Client Relationship Manager role .Job Position - MumbaiCTC - Upto 35 LPAThe 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.