Customer Relationship Manager | Remote

Client Relationship Manager
📍 Location: Mohali
💼 Job Type: Full-Time (FTE)
Note: English fluency and strong communication skills are mandatory.
About the Role
We are looking for a highly motivated Client Relationship Manager who can own client relationships end to end.
At our organization, relationships are at the core of what we do. Clients stay because their Relationship Manager understands their financial goals, personal circumstances, and concerns—not just their portfolio.
You will be responsible for building long-term relationships with clients and helping them navigate important financial decisions, market corrections, life events, SIP changes, and other situations where thoughtful communication and trust matter.
This is not a traditional customer support role. You will own a portfolio of clients and be responsible for the overall health and quality of those relationships
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Key Responsibilities
Manage a portfolio of 100–150 client families and act as their primary point of contact for financial questions and life events.
Lead the client onboarding process, understanding financial goals, constraints, risk appetite, and expectations.
Conduct regular client review meetings and coordinate with the investment team to prepare relevant recommendations.
Proactively reach out to clients when market movements, portfolio triggers, or changes in their circumstances require attention.
Handle client queries end to end, either resolving them directly or coordinating with advisory and operations teams.
Ensure proper follow-up and closure on all client commitments and requests.
Track relationship health through metrics such as review completion, SIP continuity, response rates, and escalation indicators.
Identify opportunities to support existing clients across insurance, tax, estate planning, and other financial needs.
Capture recurring client feedback and share insights to improve client experience and workflows.
What We're Looking For
2–5 years of experience in wealth management, financial advisory, or a client-facing fintech role.
Experience managing a portfolio/book of clients, ideally handling around 100+ client relationships.
A proactive approach with the ability to reach out to clients before they need to ask.
Strong interpersonal and communication skills with the ability to build trust and long-term relationships.
Comfortable working with numbers and explaining financial concepts in a simple, calm, and clear manner.
Working knowledge of mutual fund categories, basic asset allocation, and tax implications.
Excellent written and verbal English communication skills.
A highly structured approach to communication, documentation, and follow-ups.
Strong ownership mindset with a focus on delivering positive client outcomes.
Good to Have
NISM Series V-A (Mutual Fund Distributor) Certification
Experience managing HNI or mass-affluent clients
Familiarity with goal-based financial planning
Experience working with CRM tools or advisor workflow platforms
Why This Role?
This is an excellent opportunity for a relationship-focused professional who enjoys building trust, understanding client needs, and helping clients navigate important financial decisions.
If you have strong communication skills, financial knowledge, and a passion for building meaningful client relationships, we would love to hear from you!
📩 Interested? Send us your CV - 𝗽𝗿𝗶𝘆𝗮.𝗰𝗵𝗮𝘂𝗵𝗮𝗻@𝗮𝗽𝗽𝘇𝗶𝗺𝗲.𝗶𝗻 / DM us to apply.

Work arrangement
No