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Client Relationship Executive

NIEL N RAY FINSERV · KHAR WEST, MUMBAI · IN-OFFICE

Experience2–4 years
LanguagesEnglish + Marathi
LocationKhar West, Mumbai
Work ScheduleMon–Fri + Sat half-day

The Role

Build high-value relationships with Mumbai’s business owners and HNIs.

We are seeking a Client Relationship Executive for Niel N Ray Finserv (NNRF), reporting to Crislyn Ray Chowdhury. You will build and manage relationships with business owners and HNI families for our insurance and investment-product business.

Own the follow-through from first enquiry and product discussion to account onboarding, deal submission, renewals and service requests. Work with Crislyn and product providers’ relationship managers to progress authorised opportunities and complete each client case.

You own the client relationship and follow-through, with specialist support. Relevant qualifications and product permissions will be verified before the corresponding activities are assigned. Use approved product information and escalate advice requests. Do not make independent investment recommendations or promise returns.

Your Responsibilities

What You Will Do

  • 01

    Build and Progress Client Relationships

    Reach business owners and HNI families through professional outreach, referrals and marketing leads. Understand their requirements, arrange discussions and follow up agreed next steps. Maintain an accurate NNRF pipeline and CRM.

  • 02

    Coordinate Product Discussions

    Work with Crislyn and product providers’ relationship managers to progress authorised insurance and investment-product opportunities. Coordinate meetings, product information and pending decisions, working towards agreed business and service targets.

  • 03

    Manage Onboarding and Deal Documentation

    Collect and check KYC, signed applications and declarations; load and submit cases through approved channels. Complete Nuvama account-opening steps required for Investment Products Architecture (IPA) deals. Track activation, issuance and pending requirements. MOFSL/AP demat account opening is outside this role.

  • 04

    Own Renewals and Client Service

    Manage renewals, service requests and claims follow-up with the relevant provider. Maintain proposals, signed declarations and client acknowledgements, filing each declaration pack in the same week. Record the owner, next action and due date for each case, and escalate delays.

Candidate Profile

What You Will Bring

  • 2–4 Years in Relevant Sales or Servicing: A graduate with experience in insurance or wealth-product sales/servicing, comfortable with HNI clients and detailed documentation. Relevant relationships are an advantage; a ready client portfolio is not required.
  • Documentation and CRM: Accuracy with KYC, forms and declarations; organised records; and disciplined follow-up. Comfortable coordinating with providers and tracking cases to completion. Keep client records confidential and within NNRF’s authorised systems.
  • Language Proficiency: Professional fluency in English and Marathi is mandatory.
  • Client Engagement Skills: Clear verbal and written communication, confidence with business owners and HNI families, and readiness for outbound calls and local meetings. Build trust through accurate information and dependable service.