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Client Relationship Executive

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

Experience2–5 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 an ambitious Client Relationship Executive to initiate and nurture relationships with Mumbai’s business owners and High-Net-Worth Individuals (HNIs).

In this role, your focus is entirely on outreach, relationship building, and qualifying interest. You will introduce our business to prospective clients and schedule strategic consultation meetings.

You are not expected to sell complex financial products or manage technical discussions. Our Senior Financial Advisor leads all technical consultations and closures, while you retain credit for opening the client relationship.

Your Responsibilities

What You Will Do

  • 01

    Identify & Reach High-Value Prospects

    Connect with business owners and HNIs across Mumbai through professional outreach and warm channels.

  • 02

    Capitalize on Marketing Leads

    Collaborate with our social media and marketing strategies to convert inbound interest into qualified conversations.

  • 03

    Schedule Consultations

    Introduce our firm’s approach, gauge high-level client needs, and book structured meetings for our Senior Financial Advisor.

  • 04

    Maintain Pipeline Momentum

    Conduct professional follow-ups, gather initial client documentation, and keep all interaction history accurate in our CRM.

Candidate Profile

What You Will Bring

  • 2–5 Years in Consultative Sales: Background in Banking, Stockbroking, Insurance, or Real Estate is preferred. Existing networks or relationships within the HNI/business owner segment will be a distinct advantage.
  • Marketing Alignment: Experience working alongside social media marketing teams or campaigns to convert digital traction into actionable sales leads.
  • Language Proficiency: Professional fluency in English and Marathi is mandatory.
  • Client Engagement Skills: Confident on outbound phone calls, comfortable arranging face-to-face local meetings, and persistent with a polished, consultative touch.